About The Position

This role serves as a strategic partner to Sales, Finance, and GTM leadership, driving forecast accuracy, pipeline integrity, reporting standardization, and scalable operational processes across a global sales organization. The ideal candidate thrives in fast-paced, evolving environments and brings strong analytical rigor, systems expertise, and a bias for execution. This position offers high visibility with senior leadership and the opportunity to design and scale critical processes during a pivotal growth phase—directly influencing business performance and operational excellence.

Requirements

  • Bachelors' degree in Accounting, Finance, Business Management or another related field, or relevant equivalent working experience.
  • 5–8+ years in Sales Operations, Revenue Operations, or Business Operations.
  • Strong proficiency in Salesforce (reporting, dashboards, data governance).
  • Advanced skills in Excel / data analysis and visualizations (pivot tables, modeling, large datasets).
  • Experience supporting global sales organizations and forecasting processes.
  • Ability to translate complex data into clear, executive-level insights.

Nice To Haves

  • Masters Preferred.
  • Experience in SaaS / CX / Contact Center / Automation solutions.
  • Expertise in Salesforce, RCA, Oracle.
  • Familiarity with BI tools (Power BI, Tableau, etc.).
  • Experience partnering directly with sales leadership.
  • Experience supporting organizational change or system integrations.

Responsibilities

  • Partner with regional sales leadership (AVP/RVP) to drive pipeline visibility, rigorous deal inspection, and forecast accuracy.
  • Own weekly and quarterly forecasting cadences, proactively identifying risks and opportunities.
  • Support EOQ execution through structured deal reviews and disciplined data hygiene to ensure accurate, reliable reporting.
  • Build and manage pipeline, bookings, and attainment reporting across regions.
  • Deliver executive-ready insights on pipeline coverage and quality, conversion trends and sales velocity, and bookings performance versus targets.
  • Identify gaps and opportunities to accelerate pipeline creation and improve close rates.
  • Drive data hygiene, opportunity management, and consistent Salesforce usage across the sales organization.
  • Own and standardize key reporting structures (e.g., lead source, deal type, region/sub-region).
  • Monitor key performance indicators (KPIs) such as pipeline velocity, win rates, and sales cycle length.
  • Partner with Sales Ops leadership to enforce consistent definitions and scalable global processes.
  • Support data and IT infrastructure integration efforts, aligning systems, reporting, and processes across legacy organizations.
  • Standardize reporting frameworks and operating cadences to enable global scale and consistency.
  • Identify inefficiencies and implement process improvements through automation, simplification, and standardization.
  • Serve as a trusted advisor to Sales, Finance, Marketing, and RevOps.
  • Support strategic initiatives, including cross-sell/upsell enablement, compliance and licensing programs, and board and executive reporting.

Benefits

  • 401(k) with company matching
  • medical, dental, and vision insurance
  • disability and life insurance
  • flexible PTO
  • paid holidays and parental leave
  • tuition reimbursement
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