Key skills
SQLTableauGoAnalyticsLookerSalesforceCRMLeadershipCommunicationCustomer SuccessSales
About this role
Role Overview
- Analyze pipeline health, conversion metrics, and sales performance to identify opportunities to improve revenue outcomes
- Build and maintain dashboards and reporting that provide visibility into key revenue metrics such as pipeline coverage, funnel conversion, and forecast accuracy
- Partner with Sales and Marketing leadership to develop actionable insights that improve go-to-market performance
- Support forecasting processes and help improve predictability of revenue performance
- Identify operational inefficiencies across the revenue lifecycle and design scalable solutions
- Improve core revenue processes including lead management, pipeline management, forecasting, and handoffs between teams
- Standardize workflows and documentation to improve operational consistency across teams
- Help drive adoption of best practices across the revenue organization
- Partner with RevOps leadership to optimize and maintain CRM and revenue technology stack (e.g., Salesforce, HubSpot, analytics tools)
- Improve reporting infrastructure and data quality across systems
- Support evaluation and implementation of new revenue tools and automation initiatives
- Collaborate with Sales, Marketing, Customer Success, Finance, and Product teams to align on go-to-market processes
- Support planning initiatives such as territory design, pipeline generation strategies, and sales productivity improvements
- Assist with leadership reporting and preparation of materials for business reviews
Requirements
- 4–7 years of professional experience, ideally combining:
- Experience at a top-tier management consulting firm
- Experience in Revenue Operations, Sales Operations, or GTM Operations at a startup or technology company
- Strong analytical and problem-solving skills with the ability to translate data into operational improvements
- Experience working with CRM platforms (e.g., Salesforce, HubSpot) and building reporting dashboards
- Proficiency with Excel / Google Sheets and data visualization tools (e.g., Looker, Tableau); SQL or other analytical tools are a plus
- Strong communication skills and the ability to synthesize complex information into clear insights for stakeholders
- Highly organized and able to manage multiple initiatives simultaneously
- Comfortable operating in a fast-paced, high-growth environment where processes are evolving
- Strong collaborator who enjoys working cross-functionally with Sales, Marketing, Finance, and Product teams
Tech Stack
- SQL
- Tableau
Benefits
- Flexible Time Off – Take the time you need to recharge.
- Parental Leave – Support for growing families.
- Health and Dental Insurance – Where applicable, to cover you and your loved ones.
- Retirement Savings + Employee Incentive Plan – Plan for the future while sharing our success.