Salesforce Revenue Operations Support

Do you enjoy keeping complex systems organized and accurate?

Can you maintain clean data across Salesforce pipelines while supporting fast-moving internal teams?

Do you take pride in making sure opportunities, records, and processes stay structured and error-free?

• You are extremely detail-oriented and take pride in accurate data.
• You enjoy organizing systems and keeping information structured.
• You understand the importance of clean CRM data for revenue operations.
• You have experience working inside Salesforce and maintaining opportunity pipeline integrity.
• You are able to handle multiple incoming requests without losing track of details.
• You communicate clearly and professionally with cross-functional teams.
• You take ownership of operational processes and follow through consistently.
• You understand that operational accuracy directly impacts revenue teams.

• Enter and log new opportunities into Salesforce based on signals from client-facing teams.
• Ensure opportunities are created within defined SLAs.
• Maintain accurate opportunity records including classification, ownership, and stage progression.
• Ensure opportunities are categorized properly (renewals, upsells, ascensions).
• Update opportunity records as deals progress or close.
• Logging client calls and notes in Salesforce that the Director of Client Engagement conducts.

• Maintain cleanliness, completeness, and accuracy across Salesforce opportunity records.
• Audit pipeline data regularly to prevent missing information or errors.
• Ensure Salesforce remains a reliable source of truth for revenue forecasting.
• Flag inconsistencies or missing information that could impact reporting or deal progression.

• Work closely with internal teams including Client Success Managers, Coaches, Trainers, and Revenue Operations leadership.
• Support the Renewals & Ascensions team by preparing opportunities for internal review and assignment.
• Consolidate and organize incoming opportunity information from multiple internal sources.
• Coordinate with team members to ensure information is accurate before opportunities are entered.

• Develop client-preparation call briefs for the Director of Client Engagement, giving a fully fleshed out outline of program utilization and what opportunities are possible/pending to discuss.
• Assist with internal coordination related to opportunity flow and pipeline updates.
• Maintain documentation and structured tracking of opportunity data.
• Support data reporting requests and internal pipeline visibility needs.
• Ensure operational processes are followed consistently across teams.

• 2–4 years of experience supporting sales operations or revenue operations
• Experience supporting revenue or sales teams
• Strong hands-on experience with Salesforce
• Experience and capability with google sheets formulas, tables, v-look ups, pivot tables, array formulas, index matching, and so on
• Experience in ClickUp or similar project management software
• Strong written English communication skills
• High comfort working inside all Google Suite tools and Slack
• Ability to work U.S. business hours consistently
• Excellent attention to detail and data accuracy
• Ability to manage multiple incoming tasks and maintain organization
• Strong follow-through and accountability for operational work
• Bonus:
• Salesforce Administrator certification
• Experience working with opportunity pipelines and deal tracking
• Coding experience in Python, SQL, etc.

At Crisp, we don’t just hire people, we build A-players.

• High-impact work. Your operational accuracy directly supports millions in client revenue.
• Clear expectations. You will know exactly what success looks like in this role.
• Fast-paced environment. Work moves quickly and decisively.
• Performance-based growth opportunities. Strong operators grow quickly here.
• A culture of accountability, ownership, and continuous improvement.

Lawyers go to law school to learn how to practice law, but law school doesn’t teach them how to run a business. In a world where the best cases often go to the best marketers, not necessarily the best lawyers, legal expertise alone isn’t enough. That’s where Crisp comes in.

We partner with committed, growth-minded law firms that care deeply about their teams, clients, and communities. Often, it’s a David vs. Goliath scenario, where the most dedicated attorneys lack the resources of their larger competitors.

Our mission is to level the playing field, equipping these firms with the tools, strategies, and support they need to stand out and win.

We empower law firms to not only grow their businesses but also make a bigger impact — delivering better outcomes and driving positive change.

At Crisp, we’re here to ensure that the best law firms, no matter their size, have a fighting chance to lead, serve, and transform their communities.

By empowering our law firm clients to succeed, we’re not just building stronger businesses; we’re creating a ripple effect of positive change that impacts lives, families, and communities across the country.

Crisp is an incredibly fast-moving, high-growth company (1470%+ growth in 3 years) with a laser focus on delivering the absolute best legal marketing and business coaching services on the market today.

Check out what we are about here: www.crisp.co/careers 

We’re all about working hard and staying humble. In the spirit of humble bragging, here are some of our awards and accolades:

• Crisp Founder and CEO Michael Mogill named EY Entrepreneur Of The Year® 2023
• Named to Inc. 5000 List of Fastest-Growing Private Companies for 7-Years (2024, 2022, 2021, 2020, 2019, 2018, 2017)
• Atlanta’s fastest-growing companies 9 years in a row (2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016)
• Recognized as Atlanta’s Best Places to Work
• Creators and annual hosts of the Crisp Game Changers Summit, the largest and most ambitious law firm growth conference on Earth 
• Published the legal industry’s best-selling marketing book 
• Host of the most listened-to podcast in the legal industry 
• Featured in Forbes, The Wall Street Journal, TechCrunch, Yahoo, and The Huffington Post

• You will become part of an incredibly crafted and unified company culture with an attentive CEO and teammates who are truly dedicated to success.
• You will work with people from all departments who are happy to help and teach as you work towards growth.
• You will experience working for a company that is truly leading the industry and constantly innovating. Complacency is not part of our vocabulary.
• You will be in an environment that is always ready to tackle a new initiative and put creative ideas into action.
• You will grow personally and professionally. Every measure is taken to ensure our team members thrive.

If you’re looking for a job that’s boring and easy, you won’t find that here. We put 110% into everything we do. Greatness is achieved through hard work, discipline, and sacrifice, and we’re determined to be great. 

We’re not crazy; we just believe in what we do.