Tech Stack
GoMariaDBMongoDBMySQLOpen SourcePostgresTableau
About the role
- Build and maintain Salesforce dashboards and reports to track KPIs such as pipeline health, win/loss rates, ARR/ACV, and renewal metrics
- Perform data pulls and analyses to identify trends, forecast revenue, and surface insights for GTM leadership
- Partner with Finance, Sales, and Customer Success on quota attainment, funnel metrics, and pipeline coverage
- Support Salesforce CRM reporting, dashboards, and data validation while ensuring strong data hygiene
- Help manage integrations with HubSpot, Groove, Clari, and other GTM tools
- Monitor data quality, enforce standards, and escalate issues as needed
- Assist in identifying bottlenecks in the lead-to-close process and provide recommendations for improvement
- Collaborate with Sales, Marketing, and Customer Success on operational workflows and reporting needs
- Document processes and maintain enablement resources for reporting and dashboard use
- Provide reporting support for QBRs, board decks, and weekly pipeline reviews
- Train end users on dashboards, reporting best practices, and GTM process compliance
- Triage and manage RevOps requests, tickets, and smaller enhancements across the GTM stack
Requirements
- 2–4 years of experience in Revenue Operations, Sales Operations, or a related analyst role (SaaS preferred)
- Hands-on experience with Salesforce reporting and dashboards (certification a plus)
- Strong Excel/Google Sheets skills (pivot tables, VLOOKUP, formulas)
- Exposure to BI tools (Qlik, Tableau, Looker) a plus
- Familiarity with GTM tools such as HubSpot, Groove, Clari, or CPQ systems preferred
- Strong analytical skills with the ability to interpret data and present insights clearly
- Excellent communication and collaboration skills; comfortable working with cross-functional stakeholders