About The Role
The role sits at the core of the revenue engine: owning the data, systems, and processes that connect marketing, sales, and customer success.
You will maintain and improve the Salesforce and RevTech stack, build pipeline and forecast reporting, and translate messy operational data into decisions leadership can act on.
Key Responsibilities
Own Salesforce administration and hygiene: manage objects, validation rules, workflows, and user permissions across the sales org
Build and maintain dashboards and reporting in Looker, Tableau, or similar BI tools covering pipeline, conversion, and rep productivity
Partner with Sales and Finance on forecasting: reconcile CRM data against actuals and flag variance drivers ahead of quarterly reviews
Evaluate, implement, and integrate RevTech tools (outreach, enrichment, billing, and data-warehouse connectors), managing vendor relationships end-to-end
Design and document core revenue processes, including lead routing, territory assignment, and opportunity stage definitions
Run territory and quota planning analyses, modeling scenarios for headcount and segment coverage
Troubleshoot data integrity issues across the stack, root-causing sync failures between CRM, marketing automation, and the data warehouse
What We Are Looking For
3-6 years of revenue operations, sales operations, or business analysis experience, ideally in a B2B SaaS environment
Advanced Salesforce administration skills (ADM 201 or equivalent experience preferred)
Strong SQL skills and comfort analyzing large datasets in a warehouse (Snowflake, BigQuery, or Redshift)
Hands-on experience building dashboards in Looker, Tableau, or Power BI
Track record of driving process improvements with measurable impact on pipeline velocity or forecast accuracy
Bachelor's degree in a quantitative field, business, or equivalent practical experience
Bonus: experience withCPQ, RevOps certifications, or scripting in Python to automate recurring operational reporting