Overview
This role serves as the analytical and operational backbone of the organization’s commercial team across key properties. It is a sales-operations-weighted Revenue Operations (RevOps) position, combining KPI/dashboard development, CRM pipeline-to-revenue diagnostics in Salesforce, and prospecting/enrichment workflows using Clay.
Responsibilities
Reporting, KPIs & Analytics
- KPI framework ownership: Own and continuously refine the organization’s sales KPI framework across the full funnel (pre-pipeline, pipeline at early/mid/late stages, and closed). Ensure each stage has distinct, actionable metrics that support coaching and decision-making.
- Reporting cadence: Build and maintain a standardized reporting suite including daily dashboards, weekly summaries, monthly reviews, and quarterly strategic rollups tailored to Executive Leadership, Sales Management, Sales Reps, and Operations & Enablement.
- Performance and productivity reporting: Track and report metrics such as activities, response rate, close rate, average deal size, bookings, weighted pipeline, conversion by segment, and goal pacing, using appropriate comparative and proportionate context.
- Insight generation: Go beyond data delivery—analyze trends, identify bottlenecks and opportunities, and present findings in clear business language leadership can act on.
Process and Systems Management
- CRM as source of truth: Act as a primary business owner for Salesforce data integrity, ensuring accuracy and synchronization with downstream financial, POS, and order-entry systems.
- Process automation: Identify and implement automation that reduces manual reporting and improves the reliability of sales data and commissions.
- Systems administration support: Partner with Technology on the roadmap, lead-routing logic, and integration/optimization of the revenue tech stack.
- Clay ownership: Build and manage prospecting, list-building, and data-enrichment workflows in Clay to feed clean, well-segmented leads into Salesforce and the sales engagement layer (Salesloft).
- Cross-functional enablement: Translate product and process updates into sales-ready insight, and support adoption and training of CRM and revenue tools.
Travel
- Must be adaptable to work and travel schedules, including availability for work travel and potential extended work hours during nights, weekends, and holidays.
- Travel requirement: Less than 10%.
Requirements
- Bachelor’s degree in Business, Finance, Data Analytics, or equivalent experience.
- 4+ years of experience in Revenue Operations, Sales Operations, or Business Intelligence, with a demonstrated focus on reporting and KPI design.
- Advanced Salesforce proficiency, including building reports and dashboards, managing data integrity, and understanding CRM architecture and automation.
- Hands-on experience with Clay (or comparable data-enrichment/prospecting platforms) for list-building and lead enrichment, including cross-platform execution connecting Clay to CRM, sales engagement, and other systems.
- Strong analytical skills with the ability to translate complex data into clear, actionable insight for senior stakeholders.
- Advanced Excel skills and comfort working with large, imperfect datasets.
- Exceptional attention to detail, accuracy, and a process-oriented mindset.
Preferred Qualifications
- Experience with BI/visualization tools (Tableau, Power BI, or Omni).
- Experience with sales engagement platforms (Salesloft).
- Familiarity with revenue tech adjacencies, sales performance management, data enrichment, or marketing ops tooling.
- Exposure to forecasting, commission/incentive operations, or capacity planning.
- A RevOps mindset recognizing interdependence between sales, marketing, and service operations through shared systems, data, and reporting.
Compensation & Benefits
- Hiring rate minimum: $90,000 annually (minimum will not fall below applicable State/local minimum salary thresholds)
- Hiring rate maximum: $120,000 annually
- Competitive salary, commensurate with experience, plus a generous benefits package including medical, dental, vision, life and disability insurance, paid time off, and a 401k plan.
Location
- Not specified in the provided job description.