Revenue Operations Associate

The role:

The Revenue Operations Associate sits at the intersection of Sales, Marketing, Finance, and Leadership.

You will serve as the operational backbone of our revenue organization — owning Salesforce administration, revenue tracking, dashboards, forecasting support, and tool implementation.

This is a builder role. We are not looking for someone to simply maintain systems — we are looking for someone to improve them.

Core responsibilities:

Salesforce Administration & System Ownership

• Administer Salesforce (user management, permissions, fields, validation rules, workflows, automation)
• Translate operational processes into structured Salesforce configurations
• Maintain opportunity stages, forecasting logic, and pipeline tracking fields
• Build custom objects, automation flows, and reporting enhancements
• Ensure data accuracy and CRM discipline across the sales team, including development and testing of changes in sandbox environments prior to production deployment

Revenue Tracking & Contract Logging

• Own accurate logging of:

1. New contracts
2. Expansions
3. Pilots
4. Renewals

• Ensure Salesforce aligns with signed agreements and ARR/MRR calculations
• Partner with Finance to ensure consistency between CRM and financial reporting
• Maintain accurate revenue records used in leadership reporting

Dashboards & Reporting

• Build and maintain:

1. Pipeline dashboards
2. Sales performance dashboards
3. Forecast reports
4. Marketing attribution dashboards

• Support weekly revenue meetings with accurate data
• Track key metrics such as:

1. MQLs and SQLs
2. Win rates
3. Sales cycle length
4. Forecast accuracy
5. Expansion performance

Forecasting & Revenue Performance Support

• Assist VP Sales / CRO in maintaining forecast models
• Track forecast vs. actual performance
• Identify pipeline gaps and performance trends
• Support quarterly and annual revenue planning processes

Sales Compensation & Incentive Tracking

• Track quota attainment and performance metrics
• Support commission calculations and reporting
• Maintain clean records tied to compensation plans
• Ensure transparency and accuracy in incentive tracking

Marketing Attribution & Funnel Analysis

• Track MQL → SQL → Closed Won conversion rates
• Ensure accurate lead source tracking in Salesforce
• Build campaign ROI reporting dashboards
• Support marketing team with data to improve inbound performance

Revenue Tool Stack Optimization

• Evaluate revenue tools (CRM integrations, prospecting tools, call tracking, automation platforms, etc.)
• Test new tools and run structured pilots
• Provide recommendations including ROI and implementation effort
• Own implementation and rollout of new systems
• Maintain integrations across systems

Change Management & Technical Deployment

• Follow structured change control processes for all configuration changes
• Coordinate releases with product engineering team to ensure alignment
• Implement rollback procedures when necessary
• Manage environment refresh schedules and data synchronization
• Ensure all changes are tested thoroughly before production deployment

Process Documentation & Improvement

• Identify manual tasks that can be automated
• Improve operational efficiency across revenue teams

General Operational Support

• Support logistics for conferences and marketing events
• Maintain organized Google Drive structures for revenue documentation
• Assist with operational coordination as needed
• Support light office operational tasks

What Success Looks Like (12 Months In):

• Salesforce is clean and structured
• Forecast accuracy improves significantly
• Revenue reporting is reliable and board-ready
• Sales compensation tracking is accurate and timely
• Marketing attribution clearly shows ROI
• Tool stack is streamlined and integrated
• Salesforce changes follow documented SDLC practices with zero unplanned production incidents
• Leadership can answer revenue questions in minutes

Qualifications:

• 2–5 years in Revenue Operations, Sales Operations, CRM Administration, or similar role
• Salesforce Administrator experience required (Certification preferred), with demonstrated experience with Salesforce SDLC (e.g., Gearset, Copado)
• Strong Excel / Google Sheets modeling skills
• Experience building dashboards and automation
• Strong process and systems thinking
• High attention to detail
• Excellent English communication skills (written and verbal)
• Experience supporting SaaS or high-growth companies preferredx