Optimize revenue processes including lead‑to‑opportunity workflows, pipeline management, forecasting, territory alignment, and quota‑related activities; maintain sales playbooks and process documentation.
Own CRM systems (Salesforce/HubSpot), including configuration, automation, data governance, and integrations with ERP, e‑commerce, and marketing automation platforms.
Deliver reporting and insights by building dashboards, conducting data audits, and providing analysis that informs forecasting, targeting, and sales strategy.
Enhance cross‑functional alignment by partnering with Marketing, Finance, Product, and Customer Success on lead flow, campaign reporting, bookings accuracy, pricing updates, and customer adoption/renewal insights.
Drive operational efficiency through automation, workflow improvements, and ensuring clarity and consistency across the sales and customer lifecycle.

Requirements

5-7 years of experience in revenue operations, sales operations, or business analytics within a B2B environment.
Consistent track record building and maintaining CRM systems (e.g., Salesforce) and leading forecasting processes.
Strong analytical skills to interpret data and provide actionable insights.
Demonstrated success in driving data integrity, operational cadence, and benchmark rigor across cross-functional teams.
Familiarity with predictive analytics, compensation modeling, and territory planning.
Advanced proficiency in Excel and BI tools (e.g., Salesforce, Tableau, Power BI) preferred.

Benefits

Comprehensive and rewarding Total Rewards package

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

revenue operationssales operationsbusiness analyticsCRM systemsforecastingdata integritypredictive analyticscompensation modelingterritory planningExcel

Soft Skills

analytical skillscross-functional alignmentoperational efficiencycommunicationcollaboration