Senior Revenue Operations Analyst
Core
Partner with field sales leaders on forecasting, territory design, and quota setting while maintaining Salesforce data integrity and building pipeline visibility dashboards.
Role type
Senior Revenue Operations Analyst (Sales Operations)
Builds
Salesforce configurations, territory hierarchies, quota loading, and real-time pipeline dashboards
Domain
Fintech / SaaS Sales Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Forecasting, territory design, quota setting, Salesforce administration, data analysis, Excel/Sheets, stakeholder advisory
Preferred skills
Financial services sales experience, end-to-end territory planning, Apollo.io/Gong/CPQ exposure, SQL/BI tools
Technologies
Salesforce, Excel, Sheets, Apollo.io, Gong, Salesforce CPQ, Looker, Tableau
Responsibilities
Partner with field sales leaders on weekly/monthly forecast cadence; drive territory design and quota-setting; own Salesforce configuration for territories and quotas; advise sales leaders on pipeline data; maintain Salesforce hygiene and data quality; build reports and dashboards for pipeline and rep performance; run sales process execution mechanics; produce ad hoc analysis on pipeline trends and conversion rates
Seniority
Senior, hands-on IC
