Location: NY

Reports to: Sr. Manager, Revenue Operations.

About The Role

We are looking for an experienced, organized, and motivated individual to help scale our RevOps analytic efforts and drive the next chapter in our growing businesses. This team member will contribute to designing, implementing, and managing best practices for data set creation, sales forecasting, planning, and performance reporting.

Working closely with sales, marketing, and client success, this individual will collaborate on creating, clean, powerful, and user-focused visualizations leveraging campaign performance data & CRM data sets. Using TableauCRM (Einstein Analytics), SFDC Core, and occasionally Tableau, this individual should be comfortable presenting cross-functionally across verticals to audiences that includes senior executives down to newly hired SDRs & sellers.

What You'll Do

Document end-to-end processes and identify pain points within existing workflows
Support the development of new SFDC releases & QA advancements to ensure they meet requirements
Identify and address gaps in processes that require collaboration & information flow across multiple functions (Marketing, Finance, Client Success, BI)
Develop and publish reports and dashboards based on key performance metrics such as SFDC adoption
Ensure data integrity, cleanliness, and consistency across Cardlytics revenue databases (e.g. Salesforce, Pardot, and TableauCRM & Tableau)
Conducting ongoing analysis of our revenue funnel & forecast
Work with sales enablement team to ensure sellers are maximizing their efforts with prospects & clients by removing process bottlenecks, unnecessary clicks, administrative tasks, and errors
Supporting CRM data structure and flow - create layouts, document workflows, and templates to simplify the sales process
Identifying areas where we can improve adoption & user experience across other tools in our revenue tech stack (Pardot, Salesloft, ZoomInfo, LinkedIn Sales Navigator, etc).

You are

A self-starter who is used to start-up environments and is able to use intuition to manage their time and deliver results
A “voice for Sales”. You understand the pressure sellers face and look to increase efficiency through the use of technology
A subject matter expert on how Sales data travels through our Tech Stack and can clearly communicate this to stakeholders
A collaborative teammate who enjoys working with others and developing strong partnerships (internal and external) to achieve the best outcome
A highly motivated individual, with a “builder mentality”, that enjoys working with tech stack eco-systems
A problem solver, you ask the right questions to uncover root cause and can quickly iterate to a final, well-thought-out result, that is backed up by evidence
Driven by data - understanding that metrics drive outcomes, and therefore a deep desire to uncover the metrics that drive the biggest impact for Cardlytics and our clients

Basic Qualifications

Minimum 3 years of SFDC experience w/ reporting and dashboards including familiarity w/ TableauCRM (Einstein Analytics)
1-3 years experience working in Sales Operations/ Revenue Operations
Experience working within AdTech/ FinTech industries
Extreme attention to detail and ability to document workflows w/ Lucid Charts or Visio
Outstanding work ethic and sense of urgency
A data-driven approach to making decisions and measuring performance
Commitment to continuously improving (self and business)
Technical proficiency in Microsoft productivity tools

Preferred Qualifications

Experience w/ SQL/ SAQL
Work experience in management consulting, finance, or product management is a plus
High level of intellectual curiosity & initiative.

We Offer

$1,000 annual Lifestyle Spending Account - Company funded account that can be used for physical, emotional, and financial wellness!
Flexible PTO
Healthcare benefits that go into effect day one
Employer funded Health Savings Account (HSA)
Paid Maternity and Paternity Leave
Competitive compensation
Equity grants for all employees
Up to $5,250 annually for educational assistance and student debt repayment
$250 initial home office stipend + $900 annually for communication ($75/month)
401k company match (50% of contributions up to 5% of earnings)
Programs for spot bonuses, referral bonuses, anniversary milestones, mentoring, top performer development, and more!

About Cardlytics

At Cardlytics (NASDAQ: CDLX), we created an industry…but we are just getting started. From idea inception at a kitchen table in Atlanta to now publicly traded on NASDAQ with offices around the world, we are proud of the work we've accomplished and are looking for more smart and creative minds to join us on our mission.

By using data for good, we connect brands with real people through their banks' digital channels (think: online and mobile apps). And when we make these connections, everyone wins - brands drive more sales, banks drive more loyalty, and people receive more cash back. It's that simple.

So how exactly does it work? Through our partnerships with financial services companies like Chase, Bank of America, Wells Fargo, and Venmo, we have insights into one out of every two card swipes in the U.S. This equates to roughly $3.1 trillion in annual purchase spend from more than 161 million bank customers.

Respecting this complete view of the consumer, we can create mutually beneficial relationships between those consumers and their favorite brands and financial services partners. These are relationships that otherwise would not have happened without our help. It's our advanced targeting that drives advertising performance - because performance matters, and it's our superpower.

Are you ready to become a shareholder and join a team filled with creatives and data scientists, consultants, and artists, to help redefine marketing?

We are committed to diversity, equity and inclusion, and leveraging our unique perspectives to grow our company to new heights, while ensuring Cardlytics is a great place where great people want to be.

Cardlytics

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Revenue Operations Analyst