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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, RevOps processes, and B2B SaaS revenue cycle management. Proficient in SQL, data quality assurance, and automation of CRM and invoicing tasks.
Highest-signal resume keywords
Salesforce AdministrationSQL ProficiencyB2B SaaS Revenue Cycle KnowledgeRevOps Process ManagementData Quality Assurance
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 AnalysisRevenue RecognitionContract ManagementInvoicingForecastingPipeline ManagementAutomation ScriptingMetrics DocumentationError Prevention
Soft Skills
Clear CommunicationTask ManagementAnalytical ThinkingCollaboration
Tools & Technologies
ClickHouseGongClayLemlistBI ToolsSalesforce AutomationAI Agents
Certifications & Qualifications
Salesforce Administrator CertificationSalesforce Advanced Administrator Certification
Industry Keywords
RevOpsSales OperationsB2B SaaSChurn ManagementARRCPQAttributionMartechAnalytics
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own Salesforce configuration, release process, user access, and integrations around Gong, Clay, Lemlist, enrichment, e-signature, and lead routing
- Keep CRM data clean with guardrails that block mistakes
- Manage licences 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 agreement, opportunity, and invoice data consistent
- Run closed-deals and billing checks with Finance
- Fix errors at the source and add 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 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 every analysis with a recommendation, number, and owner
- Use Claude Code and Codex for queries, scripts, and Salesforce automation while verifying outputs
- 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 each request into a task 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 are nice to have
- Billing, CPQ, or accounting systems are 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
Benefits
Comp & perks- Remote-first environment
- Strong product/market fit: marketing data product for US-based enterprises
- 20 working days of PTO per year
- US holidays and additional days off
- Professional development reimbursement
