Look for work that can be automated or streamlined, and partner with the right people to make it happen using AI, workflow tools, or process changes as the situation calls for
Own end-to-end lead routing strategy and execution, including LeanData configuration, routing logic design, and Qualified AI chatbot setup and campaign management
Administer and optimize core sales tools (Outreach, Nooks, ZoomInfo) including workflow setup, process automation, recurring enrichments, and frontline troubleshooting
Ensure data integrity across systems: managing deduplication, standardization, and enrichment workflows
Support territory planning, quota tracking, and forecasting cycles alongside Sales leadership
Help shape how our GTM tech stack (Salesforce, sales engagement, enrichment, and AI tooling) fits together as one connected system; partner with Business Systems and Revenue Analytics to write clear requirements, prioritize the work, and QA what ships
Partner with Revenue Analytics to define the dashboards, pipeline analytics, and forecasting views Sales leadership needs, and know the underlying data well enough to spot when a number looks off
Document the processes you help build, work with enablement to train reps on changes, and support adoption over time
Identify gaps in process or tooling and bring forward recommendations to address them
Qualifications
7+ years of experience in Sales Operations, Revenue Operations, or a closely related analytical/systems role
Comfortable using AI tools as part of how you work; you’ve put them to use in your own day-to-day and have a point of view on where they help and where they don’t
Hands-on experience with Salesforce (admin-level preferred), LeanData, and Outreach; experience with tools like ZoomInfo, Ringlead, Gong, or similar a plus
Strong analytical skills: comfortable building reports and working with data to tell a story
Experience in B2B SaaS or fintech environments preferred; private markets knowledge is a plus but not required
Highly organized with strong attention to detail; able to manage competing priorities without dropping the ball
Strong communicator who can translate operational complexity into clear guidance for reps, partners, and leadership
Self-starter who can identify problems and drive solutions without heavy direction
Compensation
Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $116,000 - $145,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable. Benefits include:
Health, dental, and vision care for you and your family
Life insurance
Mental wellness coverage
Fertility and growing family support
Flex Time Off in addition to company-paid holidays
Paid family leave, medical leave, and bereavement leave policies
Retirement saving plans
Allowance to customize your work and technology setup at home
Annual professional development stipend
Your recruiter can provide additional details about compensation and benefits. #experiencedprofessional
