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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 management of the B2B SaaS revenue cycle. Proficient in SQL and capable of leveraging AI agents for automation and analytics.
Highest-signal resume keywords
Salesforce AdministrationStrong SQL SkillsB2B SaaS Revenue Cycle KnowledgeContract ManagementExperience with BI Tools
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 ConfigurationData Quality ManagementRevenue RecognitionFunnel TrackingInvoicing and CollectionsSQL QueryingSalesforce DevelopmentAutomation ScriptingMetrics DocumentationClosed-Deal Analysis
Soft Skills
Clear Written CommunicationTask ManagementAnalytical ThinkingCollaboration
Tools & Technologies
ClickHouseGongClayLemlistWorkflow Automation ToolsBI Tools
Certifications & Qualifications
Salesforce Administrator CertificationSalesforce Advanced Administrator Certification
Industry Keywords
RevOpsSales OpsGTM SystemsB2B SaaSRevenue CycleCPQMartechAnalytics
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 through guardrails that prevent errors
- Manage licenses and vendor renewals
- Maintain the Salesforce manual and RevOps SOPs and train new hires
- Own ARR and bookings logic for 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 controls to prevent recurrence
- 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, including CS renewal inputs
- Track funnel conversion and explain why deals move, stall, or slip
- Maintain accurate 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 Claude Code, Codex, and other coding agents 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
- Comfort working in a modeled warehouse, including layers, lineage, and one definition per metric
- Deep knowledge of the B2B SaaS revenue cycle: funnel, pipeline, forecast, ARR, churn, and renewals
- Experience managing contracts, invoicing, and collections while keeping them synchronized with the CRM
- Proof of building something with AI agents that others use
- Fluent English
- Clear written updates without being asked
- Salesforce Administrator or Advanced Administrator certification is nice to have
- ClickHouse or another columnar warehouse is nice to have
- Experience with BI tools is nice to have
- Salesforce development, including Apex, triggers, and API, is nice to have
- Experience with Gong, Clay, Lemlist, or workflow automation tools is nice to have
- Experience with billing, CPQ, or accounting systems is nice to have
- HubSpot to Salesforce migration experience is nice to have
- Attribution or CS health score data experience is nice to have
- Martech or analytics company background is nice to have
Benefits
Comp & perks- Remote-first environment
- 20 working days of PTO per year
- US holidays and additional days off
- Professional development reimbursement
