Revenue Operations

• Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity.
• Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance.
• Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place.
• Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow.
• Design process automation for AE → AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing.
• Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance.
• Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time.
• Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy.
• Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights.

Revenue Operations Lead

Revenue Operations Manager

Director of Revenue Operations

Revenue Operations Analyst

Associate, Revenue Operations

Senior Revenue Operations Analyst