Partner with Sales and Customer Success teams on bookings, plan modeling, including target setting, and capacity modeling.
Facilitate quota allocation and support compensation planning and attainment analysis.
Own the optimization of customer-related processes to ensure high levels of client satisfaction, retention, and upsell opportunities.
Lead high-impact projects aimed at improving team efficiency, customer experience, and retention. This may include product launches, process improvements, and systems integrations.
Manage, integrate, and champion core Customer Success tools, including the design and deployment of third-party systems, and the ongoing optimization of AI/automation agents
Drive core operating rhythms, including weekly forecasting and booking updates, pipeline reviews, and monthly/quarterly business reviews.
Refine data models and processes to improve forecasting accuracy and predictability.
Enforce stage definitions, rules of engagement, and data standards in our CRM.
Oversees quote-to-close processes for renewals and expansion opportunities.
Leverage analytics to measure customer success KPIs, identify trends, and guide the team toward achieving operational targets.
Build and maintain strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, Customer Success, and Marketing leadership.
Deliver insights suitable for executive presentations, including quarterly business reviews (QBRs), board presentations, and recurring business reviews.
Drive alignment among leadership stakeholders to support seamless GTM execution.
Continuously streamline and improve best practices, including processes, policies, and tools.
Support the selection, integration, and optimization of the Sales Tech Stack (e.g., SalesLoft, ZoomInfo), with a strong focus on leveraging AI-powered platforms to enhance productivity and insights.

Requirements

Bachelor’s degree in Business Administration, Economics, Finance, or related field.
5+ years of experience in revenue operations, sales operations, sales strategy, business operations, or similar; preferably at a Fintech or SaaS company
Strategic thinking: Applies an outcomes focused mind set to determine marketing effectiveness and ROI of customer engagement efforts. Sees beyond the day-to-day grind to help reach marketing and sales goals.
Follow through: Thrives in a fast-scaling, high-growth environment where accuracy, trust, and speed coexist. Can work independently to bring all assigned work to completion with speed and accuracy.
Collaboration: Assertive with humility—able to lead change in a positive way. Excellent communicator who can bridge Finance rigor and GTM clarity.
Data fluency: Strong modeling skills in Excel and comfort with a leading BI/Dashboarding platform (e.g. we use Tableau). You like working with data and insights, able to synthesize data and make recommendations. Trusted to manage sensitive compensation data with precision.
Platform/tools expertise: Extensive experience with Salesforce and other GTM systems, such as ZoomInfo, Salesloft, Gong, HubSpot, and Calendly.

Applicant Tracking System Keywords

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

Hard Skills & Tools

data modelingforecastingKPI measurementprocess optimizationcustomer success analyticscapacity modelingquota allocationcompensation planningAI/automation integrationbusiness operations

Soft Skills

strategic thinkingfollow throughcollaborationcommunicationleadershipproblem-solvingadaptabilityattention to detailindependenceinsight synthesis