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Posted 4 months ago
Requirements and responsibilities
Role Overview Own 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 teamsManage sales quota forecasting and partner with sales to lead territory planningDefine and evolve operational performance metrics and resourcesOwn the GTM forecasting inputs into FP&A, translating pipeline health, bookings pacing, retention trends, and capacity assumptions into consistent, system-driven forecast viewsLead 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 allocationOversee bookings, retention, and churn modeling, synthesizing cohort behavior, renewal pipelines, expansion patterns, and leading risk indicators to support forward-looking revenue planningSet 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-wonDemand & 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 statusesLead 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 SalesforceEnsure scalable order-to-cash workflows in partnership with Finance and Sales OpsDefine 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 processesCampaign 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 SalesforceLead 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 SalesforceScoring and segmentation: build and maintain lead/account scoring, persona and tier models, and suppression rulesChannel ops and cost capture: connect ad platforms, ingest spend to campaigns, reconcile cost fields in SF/HS; track event/webinar ops and statusesProcess & Systems Architecture, Improvement, and ImplementationImprove overall sales performance through process improvement, system enhancements and best practice sharingFacilitate Sales Leadership’s in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performanceAssist in process improvement and manage all aspects of Salesforce CRM and Gong including workflow, reporting, data integrity and maintenanceEngage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectivelyPartner 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 detailAbility to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidlyStrong written and verbal communication skillsAccustomed to working in a fast-paced environmentTeam orientedIncredibly strong work ethicExcellent interpersonal skills Experience 5+ years work experience in Revenue Operations in a high-velocity sales environmentDemonstrated experience partnering with senior Sales, Marketing, and Finance leadersProven ability to lead through influence without direct reportsProven track record throughout career and educationProven experience in developing, building and delivering quantitative metrics in a preferredDirect experience in working with SalesforceIn-depth understanding of key Nonprofit data and fundraising process and business flows a plus Technical Skills Process modeling tools and best practicesProject management tools and best practicesData modelingSystems analysis and designAdvanced knowledge of Salesforce a plusCompetency with relational databases and SQL queriesExperience with visual analysis applications and sales intelligence softwareProficiency 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 fieldSalesforce Sales/Service Cloud Consultant, Salesforce Administrator or Salesforce Developer a plus
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