About The Role
The role sits at the intersection of data, systems, and go-to-market execution: owning the CRM architecture, pipeline analytics, and operational processes that keep sales, marketing, and finance aligned on a single source of truth.
You will build the reporting and tooling that leadership uses to forecast revenue, design workflows that scale as the team grows, and partner directly with sales leadership to diagnose funnel issues and drive measurable improvements in conversion and productivity.
Key Responsibilities
- Own the CRM (Salesforce) and revenue tech stack, managing objects, validation rules, and integrations across tools like Gong, Outreach, and ZoomInfo
- Build and maintain dashboards in Salesforce and Looker/Tableau covering pipeline coverage, conversion rates, rep productivity, and forecast accuracy
- Partner with sales leadership on territory planning, quota setting, and account segmentation using SQL and spreadsheet-based modeling
- Diagnose funnel inefficiencies end-to-end, from lead routing to closed-won, and ship process or automation improvements with measurable impact
- Improve data hygiene through deduplication, enrichment workflows, and clear ownership rules across systems
- Support quarterly business reviews and board reporting with clean, well-sourced revenue analytics
- Manage tool administration, licensing, and vendor relationships for the RevOps stack
What We Are Looking For
- 3-6 years in revenue operations, sales operations, business analysis, or a comparable analytics-heavy role
- Hands-on Salesforce administration experience (Admin certification a plus) and familiarity with at least one BI tool (Looker, Tableau, or similar)
- Working proficiency in SQL; comfortable analyzing funnel data and building models from raw tables
- Experience supporting forecasting, pipeline management, or quota/territory planning processes
- Strong communication skills — able to translate messy data questions into clear recommendations for sales leadership
- Track record of shipping process or automation improvements with quantified results
- Bachelor's degree in a quantitative field or equivalent practical experience
- Bonus: experience with dbt, Python, or data warehouse modeling; exposure to billing/CPQ systems (Stripe, Zuora); prior experience at a high-growth B2B SaaS company
