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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in Salesforce architecture, data governance, and revenue operations analytics, with a strong focus on KPI definitions and reporting frameworks. Proficient in leveraging AI tools and BI technologies to enhance sales and marketing performance metrics.
Highest-signal resume keywords
Salesforce ExpertiseRevenue Operations AnalyticsSQL ProficiencyAI Tool UtilizationSaaS Metrics Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data Model DesignKPI DefinitionSales Performance AnalyticsMarketing AnalyticsData GovernanceForecastingRevenue ReconciliationChange ManagementReporting FrameworkAutomation Implementation
Soft Skills
Clear Data CommunicationExecutive Recommendations
Tools & Technologies
Salesforce EinsteinTableauPower BILookerHubSpotMarketoPardotGongOutreachSalesloft
Industry Keywords
B2B SaaSPrivate EquityRevenue OperationsSales OperationsBusiness SystemsMulti-Touch AttributionCPQData ToolsDiligence ProcessQuality of Earnings
Tech Stack
Tools & technologiesSnowflakeSQLTableau
About the role
Key responsibilities & impact- Own the architecture, configuration standards, and roadmap for Salesforce and related RevOps tools, including workflows, permissions, and data integrity
- Design the data model, KPI definitions, and reporting framework for pipeline, bookings, forecast, ARR, and retention
- Deliver sales performance analytics covering funnel conversion, win rates, sales cycle, rep productivity and ramp, pipeline coverage, and inbound versus outbound pipeline
- Deliver marketing analytics covering campaign attribution, cost per opportunity, pipeline and bookings return on campaign spend, and channel mix
- Tie CRM bookings to billing and recognized revenue; support forecast, budget, capacity and quota models, and the monthly Board KPI package
- Establish and enforce data governance across revenue systems and resolve gaps, duplicates, and integration failures
- Identify and implement AI and automation use cases, including AI-assisted forecasting, pipeline risk signals, data cleanup, and self-service reporting
- Lead evaluation, selection, and implementation of new RevOps tools and integrations, managing vendors and project timelines
- Prepare cohort, bookings, and pipeline data for diligence and quality of earnings in a sale process
- Own systems documentation, change management, and best practices
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree in business, finance, economics, analytics, information systems, or a related field
- 6–8 years of experience in revenue operations, sales operations, business systems, or revenue analytics, ideally in B2B SaaS
- Deep, hands-on Salesforce expertise: data model, reports and dashboards, flows and automation, permissions, and integrations
- Strong command of SaaS metrics: ARR movements, net and gross revenue retention, CAC and payback, pipeline coverage, and forecast accuracy
- Proficiency with SQL and at least one BI tool such as Tableau, Power BI, or Looker
- Comfort using AI tools in daily work, such as Salesforce Einstein or Agentforce, generative AI assistants, and AI features in BI and sales tools
- Experience working with finance to reconcile bookings to billing and revenue
- Ability to explain data clearly and make recommendations to executives and nontechnical leaders
- Preferred: Experience with marketing automation (HubSpot, Marketo, or Pardot) and multi-touch attribution
- Preferred: Experience with sales engagement and conversation intelligence tools such as Gong, Outreach, or Salesloft
- Preferred: Experience with billing, CPQ, or data tools such as NetSuite, Sage Intacct, Fivetran, or Snowflake
- Preferred: Experience in a private equity-backed or vertical SaaS company, including support for a sale process or due diligence
Benefits
Comp & perks- Affordable Health & Wellness Coverage – comprehensive and competitive benefits package, starting the first of the month following your hire date
- 401(k) company match
- Flexible Time Off (FTO) policy
- 10 paid sick days
- 8 paid company holidays
- Comprehensive Employee Assistance Program (EAP)
- Exclusive Discounts with LifeMart (via ADP)
- MoveSpring Wellness App with step challenges, workout content, meditation tools, and wellness blogs
- Culture & Team-Building Activities, including team events, fun challenges, company traditions, and Annual Summit
