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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce administration and RevOps processes, ensuring data quality and effective integration across B2B SaaS environments. Proficient in SQL and analytics, with a strong focus on revenue cycle management and automation.
Highest-signal resume keywords
Salesforce AdministrationSQL SkillsB2B SaaS Revenue Cycle KnowledgeAI Agent ImplementationData Quality Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Salesforce ConfigurationRevenue RecognitionData AnalysisInvoice ManagementContract ManagementForecastingPipeline TrackingMetrics DocumentationAutomation ScriptingBilling Auditing
Soft Skills
Clear Written CommunicationTask ManagementCollaboration
Tools & Technologies
ClickHouseGongClayLemlistBI ToolsSalesforce DevelopmentWorkflow Automation Tools
Certifications & Qualifications
Salesforce Administrator CertificationSalesforce Advanced Administrator Certification
Industry Keywords
RevOpsSales OpsGTM SystemsB2B SaaSChurn ManagementARR ManagementCPQ SystemsAttribution DataMartechAnalytics
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own Salesforce configuration, release process, user access, and related GTM integrations
- Maintain CRM data quality with guardrails that block mistakes
- Manage licenses and vendor renewals
- Maintain the Salesforce manual and RevOps SOPs and train new hires
- Own ARR and bookings logic across new business, upsell, downsell, churn, and renewals
- Keep agreements, opportunities, and invoices consistent
- Run closed-deal and billing checks with Finance
- Fix errors at the source and implement preventative controls
- Audit invoices, track and chase unpaid invoices, and prepare quarterly commission and quota reports
- Own the quarterly sales analytics pack, CRO report, forecast, and pipeline coverage
- Track funnel conversion and explain why deals move, stall, or slip
- Maintain correct attribution with Marketing
- Query ClickHouse daily, trace numbers to their source, and write specifications for model changes
- Document metric definitions and add data quality checks
- Build leadership dashboards and retire unused dashboards
- End analyses with a recommendation, number, and owner
- Use coding agents such as Claude Code and Codex for queries, scripts, and Salesforce automation, verifying their output
- Automate invoice and payment checks, CRM hygiene, deal-risk alerts, and call analysis
- Measure hours saved and errors avoided
- Serve as the single RevOps contact for Sales, CS, Marketing, Finance, and Product
- Turn requests into tasks with an owner, date, and success metric
Requirements
What you’ll need- 4-6+ years in RevOps, Sales Ops or GTM systems in B2B SaaS
- Hands-on administration of a live Salesforce org
- Strong SQL skills and comfort in a modeled warehouse (layers, lineage, one definition per metric)
- Deep knowledge of the B2B SaaS revenue cycle: funnel, pipeline, forecast, ARR, churn, renewals
- Experience with contracts, invoicing, and collections kept in sync with the CRM
- Proof of building with AI agents: something shipped that others use
- Fluent English and clear written updates without being asked
- Nice to have: Salesforce Administrator or Advanced Administrator certification
- Nice to have: ClickHouse or another columnar warehouse and any BI tool
- Nice to have: Salesforce development (Apex, triggers, API)
- Nice to have: Gong, Clay, Lemlist, or workflow automation tools
- Nice to have: billing, CPQ, or accounting systems
- Nice to have: HubSpot to Salesforce migration
- Nice to have: attribution or CS health score data
- Nice to have: martech or analytics company background
Benefits
Comp & perks- Remote-first environment
- 20 working days of PTO per year
- US holidays and additional days off
- Professional development reimbursement
