We are a growing SaaS company seeking a Senior Sales / Revenue Operations Analyst to play a critical hands‑on role in optimizing the systems, processes, and data that support our Sales, Client Success, and Marketing teams.
This role is ideal for someone who enjoys working directly in the CRM, building workflows and automation, improving processes, and turning data into actionable insights. You will be a key partner to revenue leadership, helping ensure our go‑to‑market teams operate efficiently, consistently, and with strong data discipline as the business scales.
This role partners closely with Sales Leadership, Client Success Leadership, and Marketing to align process, data, and systems across the full customer lifecycle.
WHAT WE ARE LOOKING FOR:
At Multiview, we have a passion for driving client success through working smartly and together as a team. We want every employee to have the desire to be a contributing member of our culture where the genuine care of people and believing in better is our compass.
Sales Operations manager is an excellent communicator, with a great attention to detail, problem-solving mindset, comfortable working independently, meeting with stakeholders to provide training on procedures and applications. This role requires a combination of interpersonal and technical skills, that provide energy and enthusiasm for solving technical and nontechnical challenges.
The expected salary range for this role is $90,000–$120,000 CAD annually, commensurate with experience and qualifications.
If this sounds like you, read on!
Key Responsibilities
CRM Ownership & Hands‑On Operations (HubSpot)
- Serve as a day‑to‑day administrator of HubSpot, acting as the system expert for Sales, Client Success, and Marketing
- Evaluate and operationalize AI features within CRM and sales technology platforms to drive measurable gains in efficiency and effectiveness
- Build, maintain, and continuously optimize CRM workflows, automations, and routing logic to support lead management, pipeline movement, renewals, and expansion
- Configure and manage pipelines, objects, properties, lifecycle stages, permissions, and integrations
- Troubleshoot CRM issues and implement enhancements based on feedback from end users
Data Stewardship & Hygiene
- Design and maintain reports and dashboards to track:
- Sales performance (pipeline health, conversion rates, activity metrics, forecasting)
- Client Success metrics (onboarding, renewals, churn, expansion)
- Marketing performance (lead flow, funnel conversion, campaign effectiveness)
- Analyze trends and surface actionable insights that inform decision‑making and performance improvement
- Collaborate with IT and Operations teams to integrate CRM data with third-party systems, databases, and tools (e.g., ERP, analytics platforms, customer support systems - Zendesk, Wrike).
Process Improvement & Automation
- Partner with Sales, Client Success, and Marketing to document, improve, and scale revenue processes
- Identify inefficiencies or friction points and implement CRM‑driven solutions to reduce manual work
- Support forecasting, pipeline reviews, and territory or capacity analysis as needed
- Create documentation and best practices to drive adoption and consistent system usage
Reporting & Performance Analytics
- Create, manage, and refine dashboards and reports that track key operations metrics (supporting Marketing, Sales, Client Success, and Operations teams).
- Provide insights and recommendations based on data trends and user behavior.
- Ensure consistent campaign tracking, lead source and pipeline influence attribution and marketing ROI reporting.
User Enablement & Support
- Serve as the internal HubSpot expert and primary support contact for user questions, training, and troubleshooting.
- Deliver training sessions, develop user documentation, and maintain CRM usage guidelines.
- Promote CRM best practices to encourage adoption, productivity, and compliance across teams.
What Success Looks Like
- CRM workflows and automation meaningfully reduce manual effort and errors
- Revenue leaders trust reporting and dashboards to drive decisions
- Sales, Client Success, and Marketing teams consistently use the CRM correctly and efficiently
- Processes scale smoothly as headcount, pipeline, and customer volume grow
KEY RELATIONSHIPS:
- Vice President of Business Development
- Collaboration with Marketing, Sales and Client Success
- CRM users
Work Environment:
- Work independently with minimal supervision
- Extensive collaboration with team members and other departments
COMPETENCIES PORTFOLIO:
- Communication – The ideal candidate will be a skilled communicator and, can address different audiences using appropriate language to communicate their meaning clearly and efficiently with enthusiasm
- Teamwork – works with multiple teams cross-functionally, effectively addresses the needs of each team while always keeping the “People First” outcomes as the driver
- Problem-solving – Proactive in anticipating and resolving problems. Strong analytical and problem-solving skills to meet the requirements of the project are required. Motivated to find the best solution to the technical problems that might arise
- Time management – Ability to handle multiple schedules simultaneously to meet deadlines and prioritize tasks to ensure smooth a prospective experience
- Initiative – Seek, own and complete tasks using own initiative; work independently with little supervision; have a strong bias to action
YOU ARE SOMEONE WHO HAS:
- Bachelor's degree in marketing, Business, Information Systems, Communications, or related field.
- 5+ years of hands-on experience with CRM administration.
- Experience with building and maintaining CRM workflows, reports, custom properties, and integrated tools, including using HubSpot CRM.
- Experience defining, building and maintaining a CPQ and other cross-team automated workflows, process and associated tooling
- Demonstrated experience cleaning, managing, and segmenting large data sets.
- Attention to detail
- Solid understanding of CRM best practices in SaaS industry
Technical Proficiencies:
- HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub (proficient to advanced).
- Strong AI fluency with hands-on experience applying AI tools within Sales Operations, Revenue Operations, or GTM environments
- Experience supporting adoption, training, and change management for new AI-driven tools and processes
- Data tools: Excel (advanced), HubSpot import/export, deduplication, and data cleansing tools.
- Proficient with API integrations, webhooks, or tools used to integrate systems.
- Basic understanding of HTML/CSS and email template design is an asset.
- Experience in B2B SaaS implementations of CRM solutions.
- Familiarity with GDPR, HIPAA, or data privacy requirements is a plus.
Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.
ABOUT US:
Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End™.
We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise are vital to making our company stronger. Our people-first culture is our biggest advantage, and we are excited to share that commitment with you!
WHY JOIN MULTIVIEW?
At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to empower and develop our people to be the best they can be, Multiview is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our employees first.
We strongly believe that a great job should keep you happy both at work and in life and we encourage that by offering:
- Competitive Compensation with benefits
- 4 weeks’ vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days.
- The company paid competitive Benefits including Extended Health, Dental, Vision and more.
- Workplace Flexibility (Flexibility to work remotely in Ottawa or from our HR office)
- Health and Wellness Perks
- Continuous growth opportunities, professional development training support and leadership development
APPLICATION INSTRUCTIONS:
Please submit your resume, and a cover letter describing, why you are a unique fit for this position by applying to this posting.
We thank all applicants for expressing their interest in Multiview; however, only those candidates selected for an interview will be contacted.
Multiview is committed to providing an inclusive and accessible candidate experience. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.
ACCESSIBILITY & DIVERSITY:
Multiview promotes a diverse, inclusive, and accessible workplace. By embracing diversity, we are building a more effective organization that empowers our employees to be the best that they can be. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.
Multiview is an Equal Opportunity Employer, and we are committed to creating a barrier-free working environment for all. In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and Ontario Human Rights Code, Multiview will provide accommodation throughout the recruitment, selection and/or assessment process for applicants with disabilities, upon request.
