Key skills
SalesforceCRMLeadershipCustomer SuccessSales
About this role
Role Overview
- Partner with Sales, Marketing, Customer Success, and Finance to support alignment across the revenue lifecycle
- Support alignment of workflows, KPIs, and operational processes across teams
- Identify and resolve process gaps across the lead‑to‑cash lifecycle
- Support and coordinate forecasting cadence, pipeline tracking, and reporting accuracy
- Maintain pipeline hygiene standards and tracking discipline
- Support reporting needs for leadership, including QBRs and performance tracking
- Identify trends and opportunities to improve pipeline visibility and conversion
- Administer and optimize CRM and revenue tech stack (Salesforce or equivalent)
- Support implementation of automation to improve reporting, workflows, and data integrity
- Ensure accuracy, consistency, and usability of data across systems
- Reduce manual processes through workflow improvements and automation
- Document and improve sales and customer lifecycle processes
- Support standardization of onboarding, billing, and contract workflows
- Maintain process documentation and identify opportunities to improve efficiency
- Lead execution of key RevOps initiatives (system improvements, process changes, automation rollout)
- Partner with Finance on pipeline reporting and forecasting support
- Collaborate with Product, PMO, and GTM teams to improve operational effectiveness
Requirements
- Bachelor’s degree in Business, Finance, Information Systems, or a related field
- 5–8+ years of experience in Revenue Operations, Sales Operations, or similar GTM roles
- Hands-on experience with CRM systems (Salesforce strongly preferred)
- Experience supporting pipeline reporting, forecasting processes, and sales operations cadence
- Strong analytical skills with the ability to translate data into actionable insights
- Experience working cross-functionally with Sales, Finance, and Customer Success
- High attention to detail with a focus on data accuracy and process consistency
Benefits
- Medical, Dental, and Vision plans — EWN covers upfront costs for employees and eligible dependent children
- Voluntary benefits (life insurance, short‑term disability, etc.)
- Retirement plan with company match (up to 4%)
- Flexible Spending Accounts (Health & Dependent Care)
- Health Reimbursement Account (HRA)
- Employer‑paid Life and AD&D Insurance
- Paid Parental Leave