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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Revenue Operations and Sales Operations within a B2B SaaS environment, focusing on pipeline management, forecasting, and sales enablement. Proficient in analytical modeling, Salesforce management, and automation tools to enhance sales productivity and operational efficiency.
Highest-signal resume keywords
Revenue Operations ExperienceSalesforce ProficiencySQL and BI Tool ExpertiseForecasting and Pipeline ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue OperationsSales OperationsForecastingPipeline ManagementAnalytical ModelingSalesforceSQLBI ToolsAutomationSales Enablement
Soft Skills
Clear CommunicationInfluencing Without AuthorityOwnership MentalityBias Toward ActionComfort with Ambiguity
Tools & Technologies
OmniLookerTableauGongNooksClayGainsightPythonZapierWorkato
Industry Keywords
B2B SaaSSales CycleQuota PlanningCapacity ModelsTerritory AssignmentSales DevelopmentMarketingPublic SectorMid-MarketStrategic Corporate
Tech Stack
Tools & technologiesPythonSQLTableau
About the role
Key responsibilities & impact- Serve as the day-to-day operating partner for new business sales teams across Mid-Market, Strategic Corporate and Public Sector
- Turn bookings goals into pipeline, coverage and productivity targets and help managers act on them
- Run weekly pipeline reviews, forecast calls, and monthly and quarterly business reviews
- Provide an independent, data-backed view of the forecast
- Own reporting on pipeline health, stage conversion, sales cycle, coverage, attainment and rep productivity
- Diagnose funnel friction and partner with Marketing, Sales Development and Enablement to improve conversion and velocity
- Support annual and quarterly planning, including capacity models, territory and account assignment, and quota inputs
- Maintain sales process standards, including stage definitions, rules of engagement, lead and account routing, and Salesforce data quality
- Model and monitor new business compensation plans with Finance and Commissions
- Build AI and automation programs that generate new business leads in partnership with GTM Engineering
- Automate reporting and deal inspection and build internal tools for managers and reps
- Report to the Director of Strategy & Operations
Requirements
What you’ll need- 4 to 7+ years in Revenue Operations, Sales Operations or Strategy & Operations at a B2B SaaS company, supporting new business or acquisition sales teams
- Track record as the trusted operating partner to frontline sales managers and sales leaders
- Strong analytical skills; ability to build models and dashboards using SQL and a BI tool such as Omni, Looker, Tableau, Hex or similar
- Advanced Salesforce skills
- Experience with forecasting and pipeline inspection tools
- Experience running forecast and pipeline cadences and managing funnel performance, including conversion rates, sales cycles and coverage
- Experience supporting territory, capacity and quota planning
- Clear, concise written and verbal communication; ability to turn analysis into recommendations and present to senior leaders
- Hands-on use of AI tools such as Claude, ChatGPT, Clay or similar to automate work
- Ownership mentality, bias toward action and comfort working through ambiguity in a high-growth environment
- Ability to influence without authority across Sales, Finance, Marketing and Product
- Hands-on experience with Gong, Nooks, Clay, Gainsight or comparable tools is a bonus
- Experience supporting multiple sales segments is a bonus
- Experience building automations or lightweight tools using Python, Zapier, Workato, n8n or similar is a bonus
- Experience supporting sales enablement programs that improve rep productivity is a bonus
- Management consulting, investment banking or private equity experience paired with in-house operating experience is a bonus
- Authorization to work lawfully in the United States for Handshake
Benefits
Comp & perks- Equity in a fast-growing company
- 401(k) match
- Competitive compensation
- Financial coaching
- Paid parental leave
- Fertility benefits
- Parental coaching
- Medical, dental, and vision
- Mental health support
- $500 wellness stipend
- $2,000 learning stipend
- Ongoing development
- Internet, commuting, and free lunch/gym in the SF office
- Flexible PTO
- 15 holidays + 2 flex days
- Team outings
- Referral bonuses
