RevOps Consultant

Operatus

. Serve as consultant on two to four RevOps client accounts at a time.

Posted 11/5/2026full-timeRemote • United States, CanadaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Salesforce configuration, reporting, and data management, with a strong understanding of the revenue cycle and client engagement. Capable of translating stakeholder requirements into actionable solutions while mentoring team members and driving business decisions through data analysis.

Highest-signal resume keywords

Salesforce ConfigurationSalesforce ReportingClient-Facing CommunicationData Loading and DeduplicationRevenue Cycle Understanding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Salesforce FlowValidation RulesFormula FieldsRecord TypesSQLData LoaderSalesforce DashboardsCustom Report TypesRevenue Metrics DefinitionData Hygiene

Soft Skills

Client Relationship ManagementExecutive CommunicationMentoringProblem SolvingCollaboration

Tools & Technologies

TableauLookerPower BICRM AnalyticsHubSpotMarketoGTM ToolsNetSuiteSage IntacctExcel

Certifications & Qualifications

Salesforce Administrator CertificationSales Cloud Consultant CertificationAdvanced Administrator Certification

Industry Keywords

RevOpsSales OpsMarketing OpsClient ConsultingRevenue Funnel AnalysisForecast AccuracyLead ManagementOpportunity StagesPipeline HealthBusiness Decision Analysis

Tech Stack

Tools & technologies

CloudSQLTableau

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

4+ years in RevOps, Sales Ops, Marketing Ops, or Salesforce administration
Hands-on Salesforce configuration: Flow, validation rules, formula fields, record types, and an understanding of security and sharing.
Deep Salesforce reporting and dashboard experience. You are comfortable in the data model, custom report types, and joined and summary reports, not only in report builder.
A working understanding of the full revenue cycle: lead management, pipeline and forecasting, renewals and expansion, and how sales, marketing, customer success, and finance hand work to each other.
Strong client-facing communication, including at an executive level
Experience running discovery, writing requirements, and estimating your own work.
Hands-on data loading, deduplication, and backfill experience in Salesforce, including the tooling and matching logic, not only the findings.
A track record of using reporting or analysis to change a business decision. We will ask for an example.
Salesforce Administrator certification.
Preferred: Experience in a client-facing consulting role. Has run 3–4 client accounts at the same time and led at least one engagement with only light senior oversight.
Preferred: Sales Cloud Consultant and Advanced Administrator certifications
Preferred: SQL and a BI tool such as Tableau, Looker, Power BI, or CRM Analytics, plus advanced Excel or Google Sheets.
Preferred: Experience with GTM tools connected to Salesforce, such as HubSpot or Marketo, CPQ, Gong, or Clari.
Preferred: CRM Analytics (Tableau CRM) build experience.
Preferred: Exposure to a finance or billing system connected to Salesforce, such as NetSuite or Sage Intacct, including reconciling CRM bookings, pipeline, or ARR to finance.
Currently living in North America (US & Canada)

Benefits

Comp & perks

Work remotely, no commuting to the office (+ $500 home office stipend)
Competitive salary and bonuses (including raises for certifications)
5% client referral
401k with 3% company contribution for all
Health, dental, and vision insurance (US), fully covered for employees
Flexible time off (at least 15 days/year recommended)
Parental leave (4 months for primary caregiver; 1 month for non-primary)
$1,500 per year per employee L&D budget
Company sponsored trainings