Revenue Operations

• Own day-to-day administration of Salesforce, including object configuration, custom fields and layouts, validation rules, flows, automations, and permission sets.
• Maintain CRM data integrity: design and enforce robust data quality standards, run audit processes, and own resolution and escalation of data issues.
• Partner with the Revenue Systems Engineer on technical architecture decisions, using layered Salesforce knowledge with contextual understanding to collaborate on builds and automations.
• Champion AI tool adoption across the Revenue team, ensuring AI and existing tooling are used together for maximum efficiency in day-to-day workflows.
• Configure AI-powered workflows, agents, and prospecting tools (via Clay) and manage MCP and AI agent tooling for the Revenue org in collaboration with Sezzle’s AI team and the Revenue Systems Engineer.
• Own development, continued optimization, and team adoption of shared AI skills and prompts for GTM teams.
• Own platform administration for our Customer Success platform (Vitally) and other core Revenue tools (e.g., Salesloft, Docusign), including configuration, integrations, user management, and ongoing optimization.
• Manage cross-platform integrations and data syncs (e.g., Salesforce <> Vitally, Salesforce <> Clay), ensuring seamless data flow between systems and troubleshooting sync issues.
• Conduct regular feature audits to ensure the team is utilizing tools to their full potential and flagging cost-saving or consolidation opportunities.
• Own onboarding and training for administered tools, including new hire onboarding and refresher training as needed.
• Develop a deep understanding of Sales and Customer Success workflows to ensure platform configurations reflect real business processes, not just technical defaults.
• Translate stakeholder needs into actionable tool configurations, serving as the bridge between the business side and the technical side of the team.
• Proactively identify process gaps and pain points across the Revenue org and propose solutions before they become escalations.
• Build and maintain Salesforce reports and dashboards that give Revenue leadership visibility into pipeline health, account status, and team performance.
• Measure the success of operational programs against team goals, such as pipeline generation, account growth, and team efficiency.

Revenue Systems Administrator

• Own end-to-end Revenue Operations support for the Training team, from contract signed through a customer’s first 30 days
• Translate company-level revenue strategy into clear, executable operating plans for the Training team
• Partner with Sales, Marketing, Training, and central RevOps to ensure alignment across the customer lifecycle
• Design, refine, and automate workflows to drive efficiencies within the Training function
• Build reporting and dashboards to provide clear visibility into customer lifecycle health and identify opportunities for improvement
• Support a team that will be expanding internationally into a number of countries in the next 12 months
• Partner closely with the Training team leadership to drive conversion improvements across the post sales funnel (Contract Signed to Customer Graduation)

Senior Manager, Revenue Operations, Training

• Lead the team responsible for ensuring that revenue leaders have forecast, financial, and performance visibility into the customer lifecycle
• Ensure the Revenue Operations organization is equipped to drive predictable revenue through actionable insights and regular business reviews
• Help set the strategic direction for the Revenue organization to optimize customer growth and sales efficiency
• Drive strategic conversations around pricing levers, discounting performance, and sales incentives to drive incremental revenue growth
• Define and instrument the GTM bowtie model across the customer lifecycle
• Partner with Sales and Post sales operations to drive the GTM planning cycle
• Measure forecast accuracy and pipeline predictability for the executive team
• Partner with Marketing, Finance, and Post-Sales Ops to ensure seamless revenue handoffs
• Deliver actionable insights on AE productivity, conversion rates, and deal velocity
• Partner with Finance and Data leaders to build and deliver executive reporting to ensure business leaders understand revenue drivers

Director, Revenue Operations

• Build, own, and maintain Skift’s core executive database (the "Skift 5000"), mapping the people who control capital allocation across the global travel economy.
• Execute rigorous deduplication, enrichment, and contact tiering into three distinct rings across nine capital allocator categories.
• Establish smart merge logic across LinkedIn exports, event speaker lists, advisory client records, executive search contacts, and subscriber data.
• Take complete ownership of HubSpot as our core CRM, auditing the instance, fixing broken pipelines, and enforcing strict data hygiene.
• Build and unify our subscription data infrastructure across Recurly, Stripe, and MySkift to establish a single customer data model and automated Net Revenue Retention (NRR) tracking.
• Design and deploy automated, actionable reporting dashboards tailored to each distinct revenue team.
• Create scalable playbooks for event marketing operations, the subscription lifecycle, and sales pipeline management.
• Train internal teams on the systems you build—acting as an educator and an enabler, never a gatekeeper.

Revenue Operations Manager

• Identify, develop, and deliver ongoing training on product updates, market trends, and selling techniques.
• Partner with Revenue Enablement roles to identify training gaps and create materials to close those gaps.
• Design and deploy onboarding programs for revenue functions.
• Establish metrics and reporting to measure training effectiveness.
• Coordinate AI functionality (with AI Office/Product Development) to support prospecting, campaigns, active opportunities, and renewals (e.g., organizational and bio research, sector trend analysis, regional/global talent trends).
• Work with sales leadership to consolidate insights from wins and losses and convert competitive intelligence into actionable strategies.
• Conduct gap analyses to identify areas for improvement.
• Hold regular stakeholder meetings to anticipate business and market needs proactively.
• Standardize sales processes and workflows; implement tools and automation to improve efficiency (e.g., CRM hygiene, pipeline management).
• Maintain general awareness/basic knowledge of tech/sales training platforms (e.g., Articulate or similar).
• Apply B2B training experience to establish sales-focused best practices.
• Leverage industry expertise in instructional design trends specific to sales and revenue growth functions.
• Other duties as assigned.

Manager – Training & AI Activation, Revenue Enablement

• Own, implement, optimize, and integrate the revenue tech stack to improve GTM efficiency and outcomes across Sales, Marketing, and Customer Success.
• Administrate and optimize of revenue tools, CRM workflow design, cross-system integrations, data governance, and vendor management. High adoption of tools, clean and governed data leading to fast and accurate lead/account routing, reliable forecasting/visibility, and measurable productivity and conversion gains.
• Implement and oversee platforms for intelligence, forecasting, and automation.
• Manage primary tools such as Gong, Clari, ZoomInfo/Ringlead, and others.
• Interface with vendors, handle renewals, and troubleshoot tool-related issues.
• Promote seamless communication between core tools and enhance interoperability.
• Evaluate the current GTM tech stack, recommending consolidations or additions.
• Educate the GTM team on workflows and new tool features.
• Act as the liaison with Salesforce admins for CRM data and workflow improvements.
• Support SFDC hygiene, manage account changes, and troubleshoot issues.
• Manage account scoring and enrichment to guide sellers on revenue opportunities.
• Maintain CRM enrichment through automated deduplication and integration tasks.
• Serve as the primary Ringlead owner, maintaining automated CRM hygiene and rep assignment logic.

Revenue Operations jobs in Mexico

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Revenue Systems Administrator

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Revenue Operations Manager

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