Overview
This role involves Revenue Operations work focused on translating strategic revenue goals into practical tooling, automation, and analysis. You will help drive efficiency and effectiveness across a multi-segment Sales organization, improve management visibility into key metrics and trends, and build automation that scores and assigns leads and accounts while supporting smooth client handoffs between internal teams.
Reporting to the Director of Revenue Operations, this position supports alignment across Sales, Finance, Marketing, and Partner and Service Operations.
Responsibilities
- Collaborate with sales unit leaders and executive leadership to define, document, and manage the end-to-end revenue process, identifying bottlenecks and optimization opportunities.
- Design, implement, and document standardized processes for lead-to-opportunity, opportunity-to-close, and post-sales activities.
- Serve as a secondary administrator for the revenue stack (centered on Salesforce and Outreach):
- Configure and customize the instance.
- Lead projects to improve integrations with other services.
- Ensure data integrity.
- Contribute to the revenue stack tech roadmap to support scaling.
- Develop and maintain KPI dashboards and reporting across Sales, Account Management, Support, and other revenue-related functions.
- Own monthly commission calculation, data review processes, and Cost of Sales analysis.
- Analyze and assist in setting annual and quarterly revenue targets, forecasting, and compensation plan design.
- Provide regular forecasting support in partnership with sales leadership and finance to improve forecast accuracy and pipeline visibility.
- Conduct deep-dive analysis on pipeline health, sales productivity, campaign effectiveness, and customer churn/retention.
Requirements
- Bachelor’s degree.
- 4+ years of experience in Revenue Operations, Sales Operations, or Business Operations, preferably within a B2B SaaS environment. Marketplace business experience is a plus.
- Strong analytical skills, with the ability to translate complex data into clear, actionable insights and recommendations.
- Advanced Excel/GSheets skills; some experience with SQL.
- Expert-level CRM administration experience (Salesforce required; certification not required).
- Demonstrated experience managing an integrated tech stack, including:
- Sales engagement (Outreach)
- Marketing and process automation
- AI
- Other analytics products
- Strong communication and personal organization skills, including the ability to translate broad needs into actionable projects.
- Proven ability to propose solutions that balance speed and durability/scalability and drive projects to completion.
- Interest in incorporating AI to help the organization run smoothly at scale.
- Familiarity with financial planning and analysis (FP&A) concepts related to revenue.
Preferred Qualifications
- Experience in a marketplace business.
Compensation & Benefits
- Flexible remote-first work model, with select roles requiring regular in-office presence based on team and business needs. Role-specific expectations will be shared during the hiring process.
- U.S.-based employees may reside in any of the 19 approved states listed below.
- Medical, dental, and vision insurance; mental health support; virtual care; gym discounts; family-building benefits.
- In the U.S., coverage is 100% of premiums for employees.
- International benefits align with local standards.
- Paid time off:
- U.S.: 15 PTO days (increasing to 20 after 2 years) + 8 paid holidays.
- International policies vary by country.
- Company-paid life insurance; short-term and long-term disability insurance where available.
- Long-term financial planning support:
- U.S.: 401(k) plan.
- International: region-specific savings programs where applicable.
- Referral rewards (bonuses for bringing top talent).
- Top-tier tech provided: choice of Mac or PC plus monitor, keyboard, and mouse.
Location
Remote, US.
U.S.-based candidates and employees must reside in one of the following states: Arizona, Colorado, Florida, Georgia, Hawaii, Mississippi, Missouri, North Carolina, New Hampshire, Nevada, New York, Oklahoma, South Dakota, Tennessee, Texas, Utah, Washington, and Wyoming.
Recruiting Process
- Step 1: Video call — Talent Acquisition interview
- Step 2: Video call — Hiring Manager interview
- Step 3: Video call — Team interviews
- Step 4: Offer & Background Check
Equal Opportunity
The employer is an Equal Opportunity Employer and is committed to an inclusive, accessible, and respectful workplace. Applicants are considered without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, marital status, veteran status, or any other protected characteristic under applicable federal, state, and local laws in the United States and Canada. Reasonable accommodations are available during the hiring process.