Senior Revenue Operations Manager
4 days ago
🏡 Remote – New York
Description
• Own and administer our Salesforce environment, including data management, process automation, and external system integrations (e.g. LeanData, Gong, PandaDoc, Ortto, Slack, Zapier). • Serve as the primary point of contact for Salesforce, ensuring accurate data flows and simplifying lead and opportunity tracking, reporting, and pipeline management. • Drive ongoing process improvement by building workflows, automating manual tasks, and optimizing sales tracking, ensuring data cleanliness and consistency across Salesforce and integrated tools. • Optimize reporting and dashboards to track sales and growth metrics, providing sales leadership with data-driven insights to improve decision-making and performance. • Reconcile Salesforce data with SaaS contracts and external resources (e.g., PDF contracts, Google Sheets) to track ARR and ensure accurate reporting. • Lead the optimization and management of sales tools and vendor relationships (e.g., Calendly, LeanData, Zapier) while proactively recommending new tools and processes to improve sales efficiency and growth. • Deliver regular training to ensure team engagement with tools and adherence to Salesforce best practices. • Assist with commission calculations, ensuring accuracy in payroll submissions. • Collaborate with Sales, Customer Success, Marketing and Engineering to drive operational improvements. • Support ad hoc revenue operations related initiatives.
Requirements
• Extensive Salesforce administration expertise, including hands-on work with process automation, data management, and external system integrations (e.g., PandaDoc, Ortto, Slack). • Strong experience managing Salesforce environments, serving as the primary point of contact for system users, and ensuring accurate data flows, lead tracking, and reporting. • Skilled in data analysis and reporting, with experience in optimizing dashboards and providing data-driven insights for sales leadership. • Proficient with building workflows and automations to drive process improvement and optimize sales tracking. • Comfort with ensuring organizational-wide data hygiene practices are adopted. • Expertise in managing sales tools and vendor relationships, with the ability to recommend and implement new tools or integrations to enhance sales efficiency and growth. • Proficient with analytics and BI tools such as Google Sheets, Metabase etc. • Familiar with tools such as Calendly, LeanData, and Zapier with a deep understanding of how to leverage these tools to drive performance. • Strong written and verbal communications skills. • Hands-on with strong attention to detail.
Benefits
• Equity. • Remote work within the United States. • Health, Dental and Vision covered at 90% for all plans and 80% coverage for dependents, which amounts to approximately 11 thousand dollars a year. • 401K matching at 4%. • Unlimited PTO. • Wellness stipend of $50 a month. • Cell phone and Internet stipend of $50 a month. • $300 yearly learning and development stipend. • $350 work-from-home stipend. • 8 weeks of 100% paid parental leave with an additional 4 weeks unpaid, 1-week half day ramp back time and a 5 week Factor subscription. • 10 days of paid bereavement leave.
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