Revenue Operations

• About Presence: Presence is the leading provider of teletherapy solutions for children with diverse needs. Through our award-winning technology, Presence connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to schools, districts, and organizations nationwide. Our growing network of 2,000+ clinicians has delivered over 7 million teletherapy sessions to K-12 students.
• Remote-first, distributed workforce of 200+ corporate employees, headquartered in New York. We place a high value on “cameras on” engagement, schedule coordination and cross-functional communication to stay connected with each other when working in different places. Many roles require travel to create opportunities to engage in-person with our school partners, our clinicians, and each other.
• About this role: We’re looking for an analytical, proactive Revenue Operations Data Analyst to support our Sales and Customer Success teams by building scalable dashboards, maintaining clean data, and uncovering trends that drive revenue growth.
• In this role, you’ll be responsible for designing and maintaining Salesforce reports and dashboards that enable revenue leaders to monitor key performance metrics, track team productivity, and identify opportunities to optimize the sales cycle and customer journey. You’ll work across systems and datasets to turn complexity into clarity—delivering insights that fuel strategic decisions and operational improvements.
• The ideal candidate is data-savvy, detail-oriented, and solution-driven. This is an individual contributor role—perfect for someone excited to grow within the Revenue Operations function and make an immediate impact through data and process excellence.
• Primary responsibilities:
• Build and own reporting & dashboards: Design, maintain, and improve scalable dashboards and reports in Salesforce, Tableau, and supporting tools (Google Sheets, Excel, Tableau) to monitor KPIs across the Sales and Customer Success funnels, including team performance, pipeline health, conversion rates, and retention trends.
• Analyze data to drive strategic insights: Dig into CRM and performance data to uncover trends, highlight opportunities, and identify root causes of issues. Partner with Sales and CS leaders to provide recommendations that influence strategic decisions and revenue growth.
• Maintain CRM data quality & integrity: Regularly audit and clean CRM records (Salesforce and HubSpot), identify gaps, and recommend automations or validation rules to reduce errors and manual data entry—ensuring reporting accuracy and operational efficiency.
• Support forecasting & growth planning: Assist in revenue forecasting by analyzing historical data, sales pipeline, and leading indicators. Provide data-backed insights that shape sales targets, territory planning, and headcount modeling.
• Support cross-functional teams with data and insights: Partner with teams across Sales, Customer Success, Marketing, and Finance to understand their data and reporting needs. Provide timely dashboards, analysis, and recommendations to support strategic decisions, performance reviews, and process enhancements like lead list generation.
• Support target account identification and segmentation: Assist in building and refining target account lists by leveraging tools such as intent data platforms, job board research, enrichment sources, and CRM insights. Partner with Sales and Marketing to align on ICP criteria and ensure outreach is focused on the highest-potential prospects.
• Develop actionable dashboards & visualizations: Create intuitive visual reports and dashboards tailored for leadership, frontline managers, and reps—making it easy for teams to interpret insights and take action quickly.
• Optimize tools & processes: Contribute to the management and continuous improvement of our RevOps tech stack (Salesforce, Outreach/Salesloft, HubSpot, etc.). Evaluate and help implement integrations or automations that improve usability and productivity.
• Track enablement & initiative outcomes: Define and monitor key performance indicators tied to operational initiatives (e.g., process changes, tech rollouts, campaign performance). Use these insights to recommend course corrections and improvements over time.

Revenue Operations Specialist

GTM & Revenue Enablement Partner

Revenue Operations – Accounting Manager

Director of Revenue Operations

Lead Funnel Architect – CRO Manager

Revenue Operations Manager