Note: The job is a remote job and is open to candidates in USA. Skan AI is an AI-powered enterprise work context platform that helps organizations optimize operations, accelerate digital transformation, and deploy agentic AI. The Revenue Operations Lead will own CRM data quality, pipeline intelligence, forecasting, sales process governance, territory planning, and the design of automated agentic workflows that improve the go-to-market engine.
Responsibilities
- Own CRM data quality (Salesforce or equivalent) — field completeness, validation rules, and pipeline stage discipline — as the foundation everything else depends on
- Run ongoing data hygiene audits and remediation, and define the standards reps are held to
- Partner with Sales and Systems/IT to prioritize CRM and tooling improvements that improve data reliability
- Analyze pipeline data to surface where deals stall, where reps consistently struggle, and where deal patterns diverge from the defined process
- Own the forecasting process and cadence — methodology, inputs, roll-up, and accuracy — in partnership with Sales leadership
- Translate pipeline and forecast patterns into specific recommendations: where an agentic workflow should be built or improved, and where enablement should intervene
- Maintain a standing view of pipeline health that Sales, Enablement, and Systems can all work from
- Own and continuously refine the definition of Skan's stage-by-stage sales process, including qualification, discovery, demo, proof-of-value, and closing
- Ensure the process is the standard that pipeline intelligence is measured against and that agentic workflows are built to reinforce
- Govern process changes as the business evolves — new products, new personas, new competitive landscape — and keep the CRM configuration aligned to them
- Build and maintain agentic workflows that automate and monitor the revenue process, prioritized by what data and pipeline intelligence surface as highest-impact
- Identify manual, error-prone, or inconsistent steps in the revenue process and replace them with automated, agent-driven workflows
- Measure whether each agentic workflow actually moved the metric that triggered it, and retire or iterate on what doesn't work
- Design and maintain territory and account assignment structures that align coverage with market opportunity
- Run capacity and coverage modeling to inform headcount planning and territory rebalancing as the business grows
Skills
- (must be local to the San Francisco OR New York City area)
- The ideal candidate has 5-7 years of experience in revenue or sales operations at a B2B SaaS company, is hands-on with CRM administration, pipeline analysis, and forecasting, and is comfortable both defining process and building the automated workflows that reinforce it
- 5-7 years of experience in revenue operations, sales operations, or a related function at a B2B SaaS company
- Hands-on experience administering a CRM (Salesforce or equivalent) and analyzing pipeline data to surface actionable patterns
- Experience owning or managing a forecasting process, including methodology, cadence, and accuracy
- Experience owning or shaping a sales methodology and stage-by-stage process (MEDDIC, Command of the Message, or similar)
- Experience with territory design and capacity/coverage modeling
- Experience building or deploying automated/agentic workflows within a revenue organization strongly preferred
- Process intelligence, agentic AI, RPA, or automation domain experience a plus
Benefits
- 100% coverage of Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
- Short Term & Long-Term Disability
- Work From Home
- Stock Option Plan
- Equity opportunities
Company Overview
Company H1B Sponsorship