About The Role
The role owns the data, systems, and processes behind revenue: keeping CRM pipelines accurate, forecast models reliable, and go-to-market tooling connected end-to-end.
You will sit at the intersection of sales, finance, and data — building the reporting and automation that leadership uses to make headcount, territory, and pipeline decisions.
Key Responsibilities
- Own CRM hygiene and pipeline operations in Salesforce — building custom objects, validation rules, flows, and reports that keep data trustworthy
- Build and maintain revenue dashboards in Looker or Tableau covering pipeline coverage, forecast accuracy, conversion rates, and rep performance
- Run the weekly and monthly forecast process, partnering with sales leadership to reconcile CRM data with finance's actuals
- Design and execute territory planning, quota setting, and lead routing models as the GTM org scales
- Evaluate and integrate revenue tech-stack tools (engagement platforms, enrichment providers, CPQ) and manage their admin configurations
- Automate manual RevOps workflows using SQL, Python, or low-code tools, and document processes so they scale beyond tribal knowledge
- Partner with Finance, Marketing Ops, and Data Engineering on definitions — making sure MQLs, pipeline stages, and bookings metrics mean the same thing everywhere
What We Are Looking For
- 3-6 years in revenue operations, sales operations, business analysis, or a related analytical role at a B2B technology company
- Advanced Salesforce administration experience (flows, reports, dashboards, data model design); Salesforce Admin certification preferred
- Strong SQL skills and hands-on experience with a BI tool such as Looker, Tableau, or Power BI
- Experience supporting forecasting, pipeline management, or quota/territory planning processes
- Comfortable working with ambiguity — able to take an unscoped problem, define the metric or process, and ship it
- Bachelor's degree in a quantitative field (economics, finance, statistics, computer science) or equivalent practical experience
- Bonus: Python for analysis/automation, experience with CPQ or billing systems, familiarity with dbt or warehouse modeling, HubSpot/Marketo exposure
