Revenue Operations Analyst / Salesforce Administrator

Job Responsibilities

Build and maintain Salesforce reports and dashboards for pipeline reviews, forecast calls, QBRs, and leadership reporting

Pull and prep data for weekly and monthly operating cadences; ensure reporting is accurate and delivered on time

Own pipeline hygiene by proactively identifying issues, driving accountability with reps, and improving underlying processes to prevent recurring problems — flag stale opportunities, missing fields, and data quality issues; follow up with reps and managers to resolve

Track funnel metrics (lead-to-opportunity, stage conversion, win rates) and rep attainment; surface trends and anomalies

Analyze data to identify trends, risks, and opportunities; proactively surface insights to GTM and Finance stakeholders

Contribute to ongoing improvements in Salesforce configuration to support evolving business needs — manage user setup, permissioning, profiles, roles, page layouts, fields, validation rules, and automation (flows)

Support the quote-to-cash process in Salesforce CPQ — assist with quote creation, product catalog updates, pricing rules, and troubleshooting approval workflows

Maintain lead routing, assignment rules, and MQL-to-SQL handoff processes

Support data enrichment and deduplication efforts to maintain data integrity across systems

Manage integrations and day-to-day operations of GTM tools, including HubSpot, Outreach, ZoomInfo, Gong, and LinkedIn Sales Navigator

Handle user onboarding/offboarding, access requests, and first-line troubleshooting across revenue systems

Maintain system documentation, process guides, and training materials; support ongoing team enablement

Assist with renewal tracking and ensure renewal pipeline data in Salesforce is current and accurate

Help ensure Salesforce data aligns with what finance needs for bookings, billing, and commission calculations

Partner with RevOps and GTM stakeholders to support improvements to systems and processes

Required Skills & Experience

3+ years of experience in Revenue Operations, Sales Operations, or Salesforce Administration in a B2B SaaS environment

Salesforce Administrator certification or equivalent hands-on experience

Strong Salesforce reporting skills — comfortable building complex reports, dashboards, and filtered views without hand-holding

Working knowledge of Salesforce CPQ

Experience supporting a sales team's operating rhythm (pipeline reviews, forecasting, data hygiene)

Solid analytical skills — you can pull data, spot issues, and clearly communicate what you're seeing

Detail-oriented with a bias toward accuracy and follow-through

Comfortable managing competing requests and prioritizing in a fast-paced environment

Clear communicator who can work effectively with sales reps, managers, and cross-functional partners

Preferred Skills & Experience

Experience in a startup or high-growth environment, ideally in healthcare technology

Familiarity with integration and automation tools like Zapier

Experience with data cleanup and deduplication tools (e.g., Ringlead)

Comfort with Google Sheets or Excel for ad hoc analysis alongside Salesforce reporting

Experience supporting commission or comp plan data validation

Software Platform / Tools

Required: Salesforce (admin-level), Salesforce CPQ, HubSpot, Outreach, ZoomInfo

Preferred: Gong, LinkedIn Sales Navigator, Zapier, Ringlead, Catalyst

What Success Looks Like in This Role

Salesforce is consistently maintained as a reliable source of truth across GTM and Finance

Reporting is accurate, timely, and increasingly automated where appropriate

Data quality issues and process gaps are proactively identified and addressed in partnership with RevOps leadership

Stakeholders rely on you for accurate data, thoughtful analysis, and well-informed recommendations