About The Role
The role sits at the intersection of data, systems, and go-to-market execution: maintaining the CRM architecture, pipelines, and dashboards that sales, marketing, and finance leadership rely on to run the business.
You will own revenue reporting, troubleshoot data integrity issues across systems like Salesforce and HubSpot, and partner with stakeholders to turn operational friction into automated, measurable workflows.
Key Responsibilities
Build and maintain revenue dashboards and pipeline reporting in Looker, Tableau, or Power BI, ensuring leadership has accurate forecast and attainment data
Administer and optimize Salesforce: manage objects, validation rules, flows, and user permissions to keep the CRM a reliable source of truth
Partner with sales and finance on territory planning, quota modeling, and commission calculations; audit outputs for accuracy
Identify and resolve data quality issues across the GTM stack (Salesforce, HubSpot, Outreach, Gong), documenting root causes and permanent fixes
Scope and implement process automations using tools like Salesforce Flow, Zapier, or SQL-based workflows to reduce manual ops work
Evaluate and onboard new revenue tooling; manage integrations and monitor system health post-launch
What We Are Looking For
3-6 years in revenue operations, business analysis, or a comparable analytics-heavy role, ideally in B2B SaaS
Hands-on Salesforce administration experience (objects, flows, reports) and comfort querying data with SQL
Proficiency building dashboards and analyses in BI tools (Tableau, Looker, or Power BI) and advanced Excel or Sheets modeling
Demonstrated ability to translate ambiguous business questions into defined metrics, models, and deliverables
Clear communication skills — able to present findings and drive decisions with sales, finance, and product stakeholders
Bachelor's degree in a quantitative field, business, or equivalent practical experience
Bonus: experience with revenue intelligence or enablement tools (Gong, Clari), Python for data analysis, or CPQ implementation