United States onlyOwn and scale Omatic’s revenue operations function by translating company strategy into repeatable systems, processes, and insights that drive predictable growth across all revenue segments.
Sales Forecasting, Analytics & Reporting
- Develop and maintain sales analytics reports/dashboards and apply quantitative analysis/data visualization to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams
- Manage sales quota forecasting and partner with sales to lead territory planning
- Define and evolve operational performance metrics and resources
- Own the GTM forecasting inputs into FP&A, translating pipeline health, bookings pacing, retention trends, and capacity assumptions into consistent, system-driven forecast views
- Lead capacity, territory, and coverage planning analysis, incorporating AE ramp curves, quota deployment, productivity trends, account distribution, and whitespace to inform hiring, quota setting, and resource allocation
- Oversee bookings, retention, and churn modeling, synthesizing cohort behavior, renewal pipelines, expansion patterns, and leading risk indicators to support forward-looking revenue planning
- Set standards for AE performance reporting and analysis, ensuring consistent visibility into attainment, pipeline quality, deal mix, discounting behavior, and productivity versus expectations
Revenue Tech Stack Architecture & Requirements
- Turn business questions into clear Salesforce and Gong requirements, working closely with a Salesforce Admin, and designing clean stage flows, data rules, and reporting that reinforce the right sales behaviors
Tactical Operations
- Design and optimize lead lifecycle management from MQL to closed-won
- Demand & campaign operations: standardize UTM taxonomy, campaign naming, attribution (first, last, multi-touch), and cost capture across HubSpot and Salesforce; connect ad platforms, ingest and reconcile spend, and manage event/webinar operations and statuses
- Lead lifecycle, scoring, and governance: own lead/account scoring, segmentation, personas, tiers, and suppression rules; design and manage routing, recycling, SLAs, and clean automated handoffs between HubSpot and Salesforce
- Ensure scalable order-to-cash workflows in partnership with Finance and Sales Ops
- Define data quality standards and accountability across teams and apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes
- Campaign operations and attribution: standardize UTM taxonomy, campaign naming, and member statuses; implement first/last touch plus multi‑touch attribution in HubSpot and Campaign Influence in Salesforce
- Lead lifecycle governance: build and manage routing and recycle rules; develop reports to govern acceptance SLAs; build and manage clean and automated handoffs between HubSpot and Salesforce
- Scoring and segmentation: build and maintain lead/account scoring, persona and tier models, and suppression rules
- Channel ops and cost capture: connect ad platforms, ingest spend to campaigns, reconcile cost fields in SF/HS; track event/webinar ops and statuses
- Process & Systems Architecture, Improvement, and Implementation
- Improve overall sales performance through process improvement, system enhancements and best practice sharing
- Facilitate Sales Leadership’s in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performance
- Assist in process improvement and manage all aspects of Salesforce CRM and Gong including workflow, reporting, data integrity and maintenance
- Engage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectively
- Partner with IT teams to understand new capabilities available in Salesforce and Gong and assist in training sales representatives to use these capabilities
Recruiting Points
Personal Competencies
- Strong analytical skills and engineering mindset with attention to detail
- Ability to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidly
- Strong written and verbal communication skills
- Accustomed to working in a fast-paced environment
- Team oriented
- Incredibly strong work ethic
- Excellent interpersonal skills
Experience
- 5+ years work experience in Revenue Operations in a high-velocity sales environment
- Demonstrated experience partnering with senior Sales, Marketing, and Finance leaders
- Proven ability to lead through influence without direct reports
- Proven track record throughout career and education
- Proven experience in developing, building and delivering quantitative metrics in a preferred
- Direct experience in working with Salesforce
- In-depth understanding of key Nonprofit data and fundraising process and business flows a plus
Technical Skills
- Process modeling tools and best practices
- Project management tools and best practices
- Data modeling
- Systems analysis and design
- Advanced knowledge of Salesforce a plus
- Competency with relational databases and SQL queries
- Experience with visual analysis applications and sales intelligence software
- Proficiency Microsoft Excel, PowerPoint, and other Microsoft Office Applications
Desired Certification
- Bachelor's degree in Business, Mathematics, and/or Engineering or 5+ years’ experience in a related field
- Salesforce Sales/Service Cloud Consultant, Salesforce Administrator or Salesforce Developer a plus
