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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce configuration and RevOps processes, ensuring data quality and effective management of the B2B SaaS revenue cycle. Proficient in SQL and capable of utilizing AI agents for automation and analytics.
Highest-signal resume keywords
Salesforce AdministrationSQL ProficiencyB2B SaaS Revenue Cycle KnowledgeRevOps ExperienceData 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 ConfigurationSQLRevenue Cycle ManagementData Quality ChecksContract ManagementInvoicingCollectionsSalesforce DevelopmentAutomationAnalytics
Soft Skills
Clear Written CommunicationCollaborationProblem-Solving
Tools & Technologies
ClickHouseGongClayLemlistBI ToolsSalesforce Automation Tools
Certifications & Qualifications
Salesforce Administrator CertificationSalesforce Advanced Administrator Certification
Industry Keywords
B2B SaaSRevOpsSales OperationsGTM SystemsAttributionCPQMartechAnalytics
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 prevent mistakes
- 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-deals and billing checks with Finance
- Fix errors at the source and implement preventive 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, explain deal movement, and maintain correct attribution with Marketing
- Query ClickHouse daily, trace metrics to their source, and write specifications for model changes
- Document metric definitions and add data quality checks
- Build leadership dashboards and retire unused dashboards
- Provide recommendations, numbers, and owners in analyses
- 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 admin of a live Salesforce org
- Strong SQL 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 running the money side: contracts, invoicing, collections, kept in sync with the CRM
- Proof you build with AI agents: something you shipped that others use
- Fluent English and clear written updates without being asked
- Salesforce Administrator or Advanced Administrator certification is nice to have
- ClickHouse or another columnar warehouse, and any BI tool is nice to have
- Salesforce development (Apex, triggers, API) is nice to have
- Gong, Clay, Lemlist, or workflow automation tools is nice to have
- Billing, CPQ, or accounting systems is nice to have
- HubSpot to Salesforce migration is nice to have
- Attribution or CS health score data is nice to have
- Martech or analytics company background is nice to have
- Ability to work in EST-PST time
- Fluent English (speaking, writing, reading)
Benefits
Comp & perks- Remote-first environment
- 20 working days of PTO per year
- US holidays and additional days off
- Professional development reimbursement
