Operatus

Revenue Operations

• Serve as consultant on two to four RevOps client accounts at a time.
• Gather requirements and build/configure Salesforce fields, record types, page layouts, Flow, validation rules, and formula fields.
• Execute Salesforce data loads, merges, and backfills using tools such as Data Loader or Jetstream; define matching and deduplication logic and data hygiene cadence.
• Own client working sessions, status, priorities, expectations, and weekly cadence; raise risks to the architect or delivery lead.
• Define revenue metrics with sales, marketing, customer success, and finance leaders, standardize metric definitions, and retire unused reports.
• Design and build Salesforce reports, custom report types, dashboards, joined and summary reports; use spreadsheets, SQL, and BI tools for analysis as applicable.
• Analyze revenue funnel, pipeline health, and forecast accuracy; identify revenue leakage between stages and teams.
• Present findings and recommendations to client leadership in plain language.
• Run discovery and translate stakeholder input into requirements and solution designs.
• Assess and redesign lead management, routing, opportunity stages, forecasting cadence, and marketing-sales-customer success handoffs.
• Lead engagements or workstreams under architect oversight, owning client relationships, plans, and weekly reviews.
• Help scope and estimate RevOps work, mentor admins and analysts on reporting, and create reusable templates and playbooks.
• Start on four established client accounts and build reusable reporting templates and metric definitions during the first 60 days.

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RevOps Consultant