RevOps Consultant

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Act as a consultant for two to four RevOps client accounts simultaneously.

• Collect requirements and construct/configure Salesforce fields, record types, page layouts, Flow, validation rules, and formula fields.

• Perform Salesforce data loads, merges, and backfills utilizing tools such as Data Loader or Jetstream; establish matching and deduplication logic, along with a data hygiene schedule.

• Manage client working sessions, including status updates, priorities, expectations, and weekly schedules; escalate risks to the architect or delivery lead.

• Establish revenue metrics in collaboration with sales, marketing, customer success, and finance leaders, standardize metric definitions, and phase out unused reports.

• Create and develop Salesforce reports, custom report types, dashboards, joined and summary reports; leverage spreadsheets, SQL, and BI tools for relevant analysis.

• Evaluate revenue funnel, pipeline health, and forecast accuracy; detect revenue leakage across different stages and teams.

• Deliver findings and recommendations to client leadership in straightforward language.

• Conduct discovery sessions and convert stakeholder input into requirements and solution designs.

• Review and improve lead management, routing, opportunity stages, forecasting schedules, and marketing-sales-customer success transitions.

• Lead engagements or workstreams under architect supervision, taking responsibility for client relationships, plans, and weekly assessments.

• Assist in scoping and estimating RevOps projects, mentor admins and analysts on reporting, and develop reusable templates and playbooks.

• Initiate work on four established client accounts and create reusable reporting templates and metric definitions within the first 60 days.

⛳️ Requirements

• Over 4 years of experience in RevOps, Sales Ops, Marketing Ops, or Salesforce administration.

• Proficient in Salesforce configuration: Flow, validation rules, formula fields, record types, along with a solid understanding of security and sharing principles.

• Extensive experience with Salesforce reporting and dashboards. Comfortable navigating the data model, custom report types, and joined and summary reports beyond just report builder.

• A comprehensive understanding of the complete revenue cycle: lead management, pipeline and forecasting, renewals and expansion, and the interactions among sales, marketing, customer success, and finance.

• Excellent client-facing communication skills, including interaction at the executive level.

• Experience in running discovery sessions, drafting requirements, and estimating your own work.

• Practical experience in data loading, deduplication, and backfill within Salesforce, including familiarity with the tools and matching logic, not just the outcomes.

• Proven ability to leverage reporting or analysis to influence business decisions; an example will be requested.

• Salesforce Administrator certification.

• Preferred: Background in a client-facing consulting role, having managed 3–4 client accounts concurrently and led at least one engagement with minimal senior oversight.

• Preferred: Sales Cloud Consultant and Advanced Administrator certifications.

• Preferred: Proficiency in SQL and BI tools such as Tableau, Looker, Power BI, or CRM Analytics, plus advanced skills in Excel or Google Sheets.

• Preferred: Familiarity with GTM tools integrated with Salesforce, such as HubSpot or Marketo, CPQ, Gong, or Clari.

• Preferred: Experience in building CRM Analytics (Tableau CRM).

• Preferred: Knowledge of finance or billing systems connected to Salesforce, such as NetSuite or Sage Intacct, including reconciling CRM bookings, pipeline, or ARR with finance.

• Must be residing in North America (US & Canada).

🏝️ Benefits

• Work remotely, eliminating the need for commuting to an office (+ $500 home office stipend).

• Competitive salary and bonuses (including pay increases for obtaining certifications).

• 5% client referral bonus.

• 401k plan with a 3% company contribution for all employees.

• Comprehensive health, dental, and vision insurance (US), fully covered for employees.

• Flexible time off policy (at least 15 days/year recommended).

• Parental leave policy (4 months for primary caregivers; 1 month for non-primary caregivers).

• An annual L&D budget of $1,500 per employee.

• Company-sponsored training programs.