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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Sales Operations and Revenue Operations, with a strong focus on sales forecasting, pipeline analysis, and performance reporting. Proficient in utilizing Salesforce and Tableau for data analysis and reporting, while effectively collaborating with cross-functional teams to drive business performance.
Highest-signal resume keywords
Sales Operations ExperienceSalesforce ProficiencyPipeline AnalysisAdvanced Excel SkillsCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ForecastingPipeline AnalysisPerformance ReportingData AnalysisSales Capacity ModelingTerritory DesignSales CompensationAI-Assisted WorkflowsAutomation ImplementationDashboard Creation
Soft Skills
Strong Communication SkillsAnalytical ThinkingOwnership of DeliverablesAbility to Manage Competing PrioritiesProblem-Solving
Tools & Technologies
SalesforceTableauExcelGoogle SheetsGongClaudeDatabricks
Industry Keywords
B2B SalesRecurring Revenue BusinessRevenue GrowthBusiness PerformanceCRM Data Quality
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Serve as a trusted operations partner to AMER sales leaders, providing insights and recommendations that support revenue growth and business performance
- Manage the regional forecasting cadence across new business, expansion, and renewals; challenge assumptions, identify risks and upside, and improve forecast accuracy
- Analyze pipeline coverage, creation, conversion, deal progression, and sales productivity to identify trends and recommend actions to close performance gaps
- Drive pipeline hygiene and CRM data quality through clear reporting, regular follow-up, and accountability with sales managers and representatives
- Design, build, and maintain dashboards and reports in Salesforce and Tableau, using data from sources such as Databricks to provide visibility into performance, pipeline health, and priority actions
- Prepare analyses and concise business narratives for monthly and quarterly business reviews, translating findings into recommendations for leadership
- Partner with Sales, Marketing, Customer Success, Finance, and global Revenue Operations to align on metrics, reporting, and regional business priorities
- Support territory and account planning, target setting, and coverage analysis with sales leadership and central planning teams
- Identify, build, and implement AI-assisted workflows and automation to reduce manual reporting, improve data quality, and streamline recurring sales operations processes
- Use Gong and Claude to surface deal insights, support pipeline reviews, and accelerate analysis; validate AI-generated outputs before business use
- Support standardization of processes, reporting, and tools across teams, including integration initiatives and change adoption
Requirements
What you’ll need- 5+ years of experience in Sales Operations, Revenue Operations, business operations, or a related analytical role, with experience supporting B2B sales teams
- Demonstrated experience managing sales forecasting, pipeline analysis, and performance reporting in a SaaS or recurring revenue business
- Strong analytical skills and advanced proficiency in Excel or Google Sheets, including building models and translating complex data into actionable insights
- Proficiency in Salesforce, including opportunity management, data quality, and reporting
- Experience with annual planning, territory design, sales capacity modeling, and sales compensation
- Experience partnering with sales leaders and cross-functional stakeholders to solve operational problems and influence decisions
- Strong written and verbal communication skills, with the ability to present findings clearly to both technical and business audiences
- Ability to manage competing priorities, take ownership of deliverables, and work effectively through ambiguity
Benefits
Comp & perks- Equity eligibility
- Flexible choice of working from home, an office, or a collaboration space
- Opportunities for collaboration, complex problem-solving, and key milestones
- Career growth opportunities
- Reasonable accommodations upon request