Own reporting and analytics for downmarket sales performance, translating complex data into actionable insights that inform decision-making for Sales leadership.
Build and maintain dashboards in Salesforce and leverage Tableau to analyze pipeline health, conversion trends, and sales performance, proactively surfacing insights and recommendations.
Partner directly with Sales leaders and frontline managers to identify process bottlenecks, improve pipeline visibility, and implement workflow and operational improvements that increase sales efficiency and effectiveness.
Lead strategic operational projects that improve forecasting accuracy, pipeline management, territory structure, and overall sales productivity, managing timelines and cross-functional stakeholders from scoping through execution.
Design and implement scalable process improvements across Salesforce, Clari, Gong, and related GTM systems to support a growing and evolving sales organization.
Support core operating cadences such as forecast calls, pipeline reviews, and business reviews by ensuring leadership has accurate data, clear insights, and actionable recommendations.
Support and manage the RevOps case queue, partnering closely with frontline sales teams to resolve issues and develop a deep understanding of operational pain points and opportunities for improvement.
Collaborate with cross-functional partners across Marketing Operations, GTM Analytics, and Finance to ensure data accuracy, process alignment, and consistent reporting across systems.

Requirements

4-6 years of experience in revenue operations, sales operations, or business operations roles, ideally within a B2B SaaS environment
Strong analytical skills with proven ability to work with large datasets, build reports, and derive actionable insights
Hands-on experience with Salesforce (required); familiarity with BoogieBoard, Tableau, Clari, Gong, or similar tools is a plus
Track record of managing projects from concept to completion, including coordinating across multiple stakeholders and managing timelines
Ability to thrive in a fast-paced environment, managing competing priorities while maintaining attention to detail
Strong communication skills with the ability to translate complex data and processes into clear recommendations for diverse audiences
Self-starter mindset with the ability to work independently, identify problems proactively, and drive solutions
Demonstrated ability to develop deep expertise in SaaS revenue operations while working across the full pre-sales funnel
Strong cross-functional partnership skills and experience collaborating with Sales, Marketing, Product, and Finance teams
Eagerness to expand technical toolkit through hands-on work with industry-standard tools and complex data analysis
Open to using AI to amplify their skills and strengthen their work - demonstrating curiosity, a willingness to learn, and sound judgment in applying AI responsibly to improve efficiency and impact

Benefits

Comprehensive medical, dental, and vision coverage, with 100% of employee-only benefit premiums covered for most medical plans
16 weeks fully-paid Parental Leave for all new parents
Health & wellness stipend
Remote workspace, internet, and cellphone stipend
Commuter benefits for team members who report to the SF and NYC office
Family planning benefits
Matching 401(k) contribution with immediate vesting
Flexible PTO policy, plus 80 hours of Sick Time
11 company-paid holidays
Virtual team building activities, lunch and learns, and other company-wide events!

Applicant Tracking System Keywords

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

Hard Skills & Tools

data analysisreport buildingpipeline managementforecasting accuracyprocess improvementproject managementlarge dataset handlingsales performance analysisworkflow optimizationB2B SaaS expertise

Soft Skills

analytical skillscommunication skillsself-starter mindsetattention to detailcross-functional collaborationproblem-solvingtime managementcuriosityadaptabilitystakeholder management