Operations Specialist (Work-From-Home)

Loopio is a workplace that unleashes learning & growth opportunities for our Loopers. We provide autonomous, challenging work that allows each employee to master their craft. At Loopio, we genuinely support each other, because true success comes from working as #oneteam.
The Revenue Operations Specialist owns the accuracy and usability of GTM data across the revenue lifecycle — from pipeline and forecasting through handoff to Finance. This person will build and maintain the reporting and dashboards that our Sales, Marketing, and Customer Success leadership rely on daily, support the forecasting process end to end, and serve as the front-line point of contact for data, systems, and CPQ requests from the broader GTM organization.
If you thrive on continuous improvement and iteration, enjoy constant learning, embrace adaptability, and are passionate about automation, this opportunity is perfect for you. Data Management: Own data hygiene and governance across GTM systems (field standards, deduplication, validation rules)
Build and maintain dashboards and reports for pipeline health, conversion rates, win/loss trends, and churn/expansion
Forecasting & Planning Support: Partner with Sales, Account Management, and Revenue Operations leadership on revenue forecasting models
Serve as the checkpoint ensuring Finance can invoice without delays caused by missing or inconsistent deal data
Systems Support & Data Sync: Serve as first point of contact for account data change requests
Build and maintain ad hoc data reports and dashboards for Sales, Marketing, and Customer Success
3–5 years of experience in Revenue/Sales Operations, Business Intelligence, or a related analytical role, ideally in B2B SaaS

• Hands-on experience administering Salesforce (CPQ experience strongly preferred)
• Familiarity with NetSuite or a comparable ERP/billing system
• Experience building dashboards and reports (e.g., Databricks, Tableau, Salesforce reporting, or similar BI tools)
• Strong data hygiene instincts and comfort owning governance standards across systems
• Loopio is a remote-first workplace because we recognize the advantages of working flexibly. We are HQ’d in Canada, with established hub regions around the world where we hire from.

The majority of our team is based in ON and BC, which means these employees live and work remotely within a 300km radius of Toronto (within Ontario) and Vancouver (Within BC).
We offer flexible co-working locations available to Loopers in ON and BC. with core sync hours and focus time for headsdown work during the workday
Your manager supports your development by providing ongoing feedback and regular 1-on-1s, we leverage Lattice for our 1:1s and performance conversations
You will have the opportunity to elevate your craft and the opportunity to explore your creativity, with a dedicated professional mastery allowance for more learning support! We encourage experimentation and innovative thinking to drive business impact.
We’ll set you up to work remotely with a MacBook laptop , a monthly phone and internet subsidy, and a work-from-home budget to help get your home office all set up.
You’ll be joining a supportive culture that has thoughtfully built out opportunities for connections in a remote first environment.
You’ll be a part of an award-winning workplace with an opportunity to make a big impact on the business.
We understand that a resume can only showcase so much during the applicant stage, so we've created prompts in the application for you to share more about yourself. AI in Recruitment ‍ At Loopio, we leverage artificial intelligence (AI) technology to enhance our recruitment process. These tools assist with tasks such as resume screening, drafting preliminary job descriptions, generating initial interview questions, transcription and occasionally sourcing prospective candidates. our use of AI serves to support repetitive and administrative tasks in order to streamline our hiring and recruitment workflows. We continuously review and refine our hiring practices to align with industry best practices and evolving legal guidelines

AI Usage in Interviews The Loopio interview process is designed to help us better understand your professional experiences, as well as your unique perspective and approach to delivery and collaboration. To ensure a fair and accurate assessment, we expect candidates to refrain from using AI-generated content to produce responses to our interview questions during the live interview, as our goal is to evaluate your own knowledge and problem-solving abilities - not those of an AI assistant. For specific roles that include a take-home assignment, our AI Interviewee Policy allows the use of AI for initial support; however, the final submission must be a true reflection of your personal insights, skills and decision-making.

Loopio is an equal opportunity employer that is deeply committed to building equitable workplaces that are diverse and inclusive. com ) should you require accommodations at any point during our virtual interview processes.