solo.io

Revenue Operations

• Build, maintain, and optimize data pipelines that support revenue, marketing, and customer analytics.
• Develop and maintain analytical models using dbt, ensuring data is reliable, well-documented, and reusable.
• Own data transformations and modeling logic across core GTM datasets.
• Partner with stakeholders to translate vague business questions into testable data models.
• Configure, monitor, and troubleshoot data syncs using various tools.
• Ensure data integrity across Salesforce, Marketo, and downstream analytics platforms.
• Gather requirements from business units and navigate incomplete or conflicting inputs.
• Document decisions, assumptions, and tradeoffs for learning.
• Ideate, hypothesize, and test solutions independently.
• Manage multiple projects and shifting priorities in parallel, performing end-to-end testing across systems.

RevOps Engineer

Financial Planning and Analysis

• Review and validate Salesforce opportunities for accurate product configuration, pricing, and required fields.
• Approve order forms and ensure all commercial terms, billing details, and legal requirements are accurate prior to signature.
• Manage the opportunity close process, including updating records, attaching documentation, and ensuring internal compliance requirements are met.
• Send license keys or provisioning details to the appropriate teams/customers post-close.
• Review Invoicing process, including approving transactions in Netsuite and verifying invoice details as well as trouble shooting invoicing issues
• Act as a point of contact for Sales for deal-related questions, policy clarifications, and order-form guidance.
• Support ongoing process improvements, documentation, and operational scalability as the company grows.
• Assist with ad hoc projects related to finance, systems enhancements, and cross-functional initiatives.

RevOps Engineer

Deal Desk, Finance Analyst