RevOps Analyst (B2B)

Responsibilities

• Collaborate with the Revenue Operations team and cross-departmental revenue functions to design solutions that streamline workflows and enable data-driven decision-making
• Collaborate with the team and cross-departmentally to develop our first Sales playbook and align it with our first Customer Success playbook (owned by Customer Success) and ensure the successful adoption of these playbooks and the relevant workflows
• Implement appropriate build and configuration changes in Salesforce and Hubspot to facilitate ideal processes and scoped workflows
• Own day-to-day maintenance of and improvements to our business tech stack, including management of our data structure and related layouts, management of new and existing workflows, and oversight of user roles and data permissions
• Support data governance by improving the reliability of business data through build and process changes, implementing rules and automation as needed to enable consistent reporting
• Own administrative functions in Salesforce and Hubspot - including user provisioning and permissions and troubleshooting user issues
• While Gainsight workflow development lives with Customer Success, you will own user provisioning, permissions and troubleshooting as well as collaborate on workflow development to ensure seamless handoffs from Sales to Customer Success
• Own and oversee integrations between Salesforce and the other tools in our tech stack supporting our revenue function - including HubSpot, Gainsight, and Intercom

   Requirements

• 3+ years of experience in Revenue Operations or a similar operational role where you led the design and build of workflows in Salesforce and Hubspot to support Marketing, Sales, and CS processes
• A strong understanding of the Marketing, Sales, and CS processes that support the revenue function and familiarity with implementing playbooks to guide these processes
• A proven ability to understand business requirements and to interrogate stated needs - to understand the why behind the solutions we’re building
• Passion for designing novel, scalable solutions and seeing projects through from start to finish
• Extensive experience in the configuration and maintenance of Salesforce, including using declarative tools (e.g. Workflow Rules, Flows)
• Salesforce certified administrator, Salesforce advanced administrator certification, or equivalent experience is a plus
• Experience integrating data with Gong, MixMax, QuickBooks Online, and Mosaic is a plus
• You take a high degree of ownership over your work and enjoy getting into the weeds in order to understand complex technical and operational areas and design optimal solutions
• Strong communication and relationship-building skills, and the ability to work and build trust with intra-functional team members and cross-functional partners
• You have an interest in working remotely (Our entire company has been remote since 2019!)
• You have a commitment to building and fostering diversity and inclusion within the teams you have worked with (We have a global team and you will regularly collaborate with people from a variety of walks of life)