RevOps consulting and process design

• Run discovery with client stakeholders across the go-to-market team, alongside the architect on larger accounts, and turn what you hear into requirements and a solution design for your part of the work.
• Assess and redesign the revenue processes the numbers depend on: lead management and routing, opportunity stages and exit criteria, forecasting cadence, and handoffs from marketing to sales to customer success.
• On accounts where you’re the primary resource, lead the engagement with architect oversight, owning the client relationship, the plan, and the weekly review. On larger accounts, be the execution lead under the architect and own your workstream on the roadmap.
• Help scope and estimate RevOps work, mentor admins and analysts on reporting, and turn repeat work into templates and playbooks the practice reuses.

Requirements

• 4+ years in RevOps, Sales Ops, Marketing Ops, or Salesforce administration
• Hands-on Salesforce configuration: Flow, validation rules, formula fields, record types, and an understanding of security and sharing.
• Deep Salesforce reporting and dashboard experience. You are comfortable in the data model, custom report types, and joined and summary reports, not only in report builder.
• A working understanding of the full revenue cycle: lead management, pipeline and forecasting, renewals and expansion, and how sales, marketing, customer success, and finance hand work to each other.
• Strong client-facing communication, including at an executive level
• Experience running discovery, writing requirements, and estimating your own work.
• Hands-on data loading, deduplication, and backfill experience in Salesforce, including the tooling and matching logic, not only the findings.
• A track record of using reporting or analysis to change a business decision. We will ask for an example.
• Salesforce Administrator certification.

Preferred

• Experience in a client-facing consulting role. Has run 3–4 client accounts at the same time and led at least one engagement with only light senior oversight.
• Sales Cloud Consultant and Advanced Administrator certifications
• SQL and a BI tool such as Tableau, Looker, Power BI, or CRM Analytics, plus advanced Excel or Google Sheets.
• Experience with GTM tools connected to Salesforce, such as HubSpot or Marketo, CPQ, Gong, or Clari.
• CRM Analytics (Tableau CRM) build experience.
• Exposure to a finance or billing system connected to Salesforce, such as NetSuite or Sage Intacct, including reconciling CRM bookings, pipeline, or ARR to finance.

Your first engagement

You’ll start on four established client accounts, each with an architect already on the team, doing a mix of Salesforce build, reporting, and day-to-day client work. In your first 60 days you’ll also build reusable reporting templates and metric definitions that the practice uses across accounts.

Success looks like clients who trust their numbers and architects who can step back to the roadmap.

Consultants who do this well move toward Architect roles: leading larger engagements, owning the data model, and shaping how Operatus sells and delivers RevOps work. We’re targeting a January start. Tell us your earliest date.

Benefits & Perks

• Work remotely, no commuting to the office (+ $500 home office stipend)
• Competitive salary and bonuses (including raises for certifications)
• 5% client referral
• 401k with 3% company contribution for all
• Health, dental, and vision insurance (US), fully covered for employees
• Flexible time off (at least 15 days/year recommended)
• Parental leave (4 months for primary caregiver; 1 month for non-primary)
• $1,500 per year per employee L&D budget
• Company sponsored trainings

Operatus values merit, qualifications, and abilities. In promoting equal employment and advancement opportunities to all individuals, we do not discriminate on the basis of race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, gender expression, physical or mental disability, age, medical condition (including genetic characteristics), veteran or marital status, or any other characteristic protected by federal, state or local laws. We also will make reasonable accommodations for all qualified employees or applicants with known disabilities, provided that such accommodations will not impose an undue hardship on the firm. This policy governs all aspects of employment, including but not limited to, recruitment, selection, job assignment, compensation, discipline, promotion, termination, and access to benefits and training.