As a RevOps Specialist, you will play a crucial supporting role within our Revenue Operations team, managing our Salesforce instance and other key components of our revenue tech stack. Your expertise will be vital in implementing and maintaining the systems that support our RevOps strategy. Reporting directly to the Revenue Operations Manager, you’ll ensure our sales, marketing, and customer success processes are efficiently supported by our CRM ecosystem.

This position offers a salary of $80,000, a variable compensation plan of $8,000 and employee equity.

The Day-to-Day

You will support and enhance our Salesforce ecosystem through a range of responsibilities. This includes (but is not limited to):

• Spearhead the daily operations of Salesforce and adjacent revenue tech stack tools, continuously fine-tuning for peak performance and user satisfaction.
• Architect and deploy system enhancements leveraging Salesforce’s robust customization options, including managing custom objects, fields, record types, and automations to meet evolving business needs.
• Champion data integrity across our systems, orchestrating seamless data migrations, updates, and maintenance to ensure our teams operate with accurate, real-time information.
• Serve as the first line of defense for our Salesforce environment, swiftly addressing user inquiries, troubleshooting complex issues, and managing escalations through our Jira Service Management system.
• Transform strategic RevOps initiatives into tangible process improvements, optimizing workflows and data flows across departments under the guidance of the Revenue Operations Manager.
• Design and oversee robust integrations between Salesforce and our suite of third-party tools, creating a cohesive and efficient revenue tech ecosystem.
• Curate and refine a comprehensive library of standard operating procedures (SOPs) and documentation, ensuring our Sales/CRM tech stack remains accessible and well-understood.
• Craft insightful reports and dynamic dashboards that fuel our revenue analytics engine, supporting critical initiatives like commission tracking and KPI monitoring.
• Develop and deliver training programs to onboard new users and elevate the Salesforce proficiency of our entire organization.
• Act as a trusted advisor to our Sales and Customer Success teams, empowering them to leverage Salesforce effectively for customer engagement, pipeline tracking, and deal management.

To Be Successful

Do thee things sound like you? Yes? Good — you’re well on your way to being a successful RevOps Specialist with us!

• Starting with the obvious: you are PASSIONATE! (Seriously, you must LOVE what you do!)
• You have 3+ years’ experience as a RevOps Specialist or in a similar role, in the healthcare industry preferred.
• You have strong problem-solving skills with a keen attention to detail.
• You understand how to create and maintain Flows, Workflow Rules, Approval Processes, and Validation Rules
• You have experience managing profiles, permission sets, role hierarchies, and security settings
• You have proven experience in handling Salesforce support cases, including troubleshooting complex issues, diagnosing root causes, and implementing timely resolutions to ensure uninterrupted system functionality and user productivity.
• You can effectively collaborate with Salesforce support teams, escalate critical issues as needed, and document solutions for future reference and knowledge sharing within the organization.
• You’re skilled in building and maintaining reports and dashboards in Salesforce.
• You have experience with data management, including imports, exports, and maintenance. SQL/SOQL is a plus
• You possess excellent written and verbal communication skills.
• You are legally authorized to work permanently in the US without employer sponsorship
• And you have a bachelor’s degree in anything. We mean it! Business, History, Cooking (actually, that could be incredibly useful) … anything.

To Thrive

We’re an entrepreneurial, creative, and passionate group — and if these things sound like you, you won’t just fit in. You’ll thrive with us.

• Self-starter with the ability to “figure it out” but not afraid to ask questions.
• Salesforce Certified Administrator certification, preferred.
• Experience with GTM platforms that support sales and customer success teams. (Outreach, Sales Nav, RingCentral, Calendly, Zapier, etc.)
• Proficiency with marketing automation tools, particularly Hubspot, for email campaigns, workflows, forms, and Salesforce integration.
• Proficient in Excel and Google Sheets, with the ability to manipulate large datasets, create lookup functions, and implement data validation.
• Competitive, but also a team player who is fun, energetic, and super coachable
• No stranger to playing hard and working harder while treating others with respect and dignity.

Our Advantage

If you’re asking yourself “what are the perks of working with us?” Don’t worry. We’ve got you covered.

• We are a Best Places to Work recipient — because we understand the meaning of work hard, play hard! 
• You’ll get some skin in the game with employee equity.
• We stand behind and celebrate our core values.
• There’s transparent communication from the top down.
• You’ll have a collaborative, smart, and forward-thinking team to share ideas with.
• You’ll have a direct, meaningful impact as we scale.
• You’ll experience a culture filled with opportunities to connect in-person and virtually.
• We have a casual dress code. 
• We offer hybrid and remote work schedules.
• And we’ve got you covered in all the most important benefits: health, 401k match, wellness, disability, employee discounts, time away — and more!

Our Commitment to You

Be yourself. Always.
We want you to apply even if you do not meet every requirement. We are committed to building an inclusive, varied culture that welcomes, promotes, supports, and celebrates the diverse backgrounds of our employees. It is what drives innovation, ignites creativity, and ultimately gives us a competitive advantage. 

We want you to be you — because how boring would life be if we were all the same?

About Us

Create Membership Plans that Patients and Providers Love

As everyone knows, dental health is critical to overall health. Unfortunately, dental insurance is too complicated, too confusing, and too expensive for dentists and patients alike. As a result, 40% of US consumers do not have dental coverage, 50% of US consumers do not visit a dentist each year, and dentists continue to struggle with practice success while managing complicated insurance plans with low reimbursement fees, coverage limits and claims denials.

Company Overview

Our mission is to make professional oral care accessible to everyone with a membership model that patients and providers love. 

We are doing something about this. We connect dentists directly with patients to eliminate the inefficiency, cost, and hassle of workarounds. Using our cloud-based platform, dentists easily design, implement, and grow a successful membership plan with their own dental care plans, offering them directly to patients. The result is affordable, comprehensive dental coverage that works for dental practices and enables patients to get the professional oral care they need.

As the established leaders in the dental membership space, Kleer and Membersy support a combined footprint of over 20,000 dentists and millions of patients across all 50 states, and cover the entire spectrum of dental practices, from independent solo practices to the largest DSOs in the country. 

Kleer and Membersy came together in 2024 to provide an unmatched dental membership solution and experience. Leveraging their complementary strengths, industry expertise, and scale, Kleer and Membersy will create significant value for DSOs, independent dental practices, and their patients by expanding access to care for all uninsured and underinsured Americans, including more than 76 million adults without dental insurance.

Equal Opportunity Employer

We are an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived  race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Abilities required

These physical demands are representative of the physical requirements necessary for an employee to successfully perform the essential functions of the job. Reasonable accommodation can be provided to enable people with disabilities to perform the described essential functions of the job.

While performing the responsibilities of the job, the employee is required to talk and listen. The employee is often required to sit and use their hands and fingers, to handle or feel. The employee is occasionally required to stand, walk, and reach with arms and hands. Vision abilities required by this job include close vision, including intensive computer usage.