LeanData & Pre‑Pipeline Operations Specialist

Requirements

• Must-Have Profile
• S alesforce hands-on experience (opportunities, workflows, data management)
• L eanData experience (required)
• Experience working with opportunity processes (not only lead management)
• Experience with Full Circle or attribution tools
• Background in RevOps, Sales Ops, or GTM systems
• Ideal Profile & Role Expectations
• Operate as a hands-on Individual Contributor , with ownership of systems
• Complex routing and workflow issues and implement sustainable fixes
• Capability to translate our needs into system logic and automation
• Comfortable working in with global your team
• Focus on process standardization, scalability, and continuous improvement

Benefits

Additional Information

Rockwell Automation is a global technology leader focused on helping the world's manufacturers be more productive, sustainable, and agile. With more than 28,000 employees who make the world better every day, we know we have something special. Behind our customers - amazing companies that help feed the world, provide life-saving medicine on a global scale, and focus on clean water and green mobility - our people are energized problem solvers that take pride in how the work we do changes the world for the better. We welcome all makers, forward thinkers, and problem solvers who are looking for a place to do their best work. And if that's you we would love to have you join us! Job Description LeanData & Pre‑Pipeline Operations Specialist Location: Mexico City Modality: Hybrid You will report to: Global Marketing Manager The LeanData & Pre‑Pipeline Operations Specialist owns the daily execution and stability of opportunity routing and operational processes supporting Pre‑Pipeline and distributor-led opportunity flows. You will implement routing changes, Service level agreement monitoring, exception handling, and record reprocessing with global governance. You will lead and improve the systems and workflows behind Early Stage Opportunities (ESOs) , ensuring accurate routing, proper ownership understanding, and seamless opportunity progression across systems. Main Responsibilities Routing Execution & Operational Stability Implement and maintain LeanData routing for opportunities with care for global standards Manage LeanData logic (matching, routing, ownership understanding) Implement routing updates, manage exceptions and re-routing, and ensure Service level agreement behavior functions as intended Monitor routing health, investigate failures, and coordinate resolution with your team and LeanData support Opportunity & Workflow Management Support Salesforce opportunity workflows Ensure ESO (Early Stage Opportunities) creation and progression flows correctly Maintain data quality and system governance across opportunity processes Support attribution and reporting (e.g., Full Circle) Operational Work (Hands-on) Perform record reprocessing and operational remediation for stuck or failed records Maintain runbooks for recurring issues and standard operating procedures for routing operations Test & Release Support Support testing/UAT for routing-related changes and validate outcomes post-deployment Document routing behavior changes and communicate impact to regional SMEs and partners Team member Support Be the first operational contact for routing issues and questions Partner with regional SMEs to understand recurring friction points and improve operational clarity Success Measures (Examples) Reduced routing defects and faster time-to-resolution Lower backlog of reprocessing / stuck records Service level agreement behavior and fewer escalations from regions Data quality and accurate opportunity routing Predictable and scalable process execution

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