Role Description
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.
Key Responsibilities
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Sales Execution & Forecasting:
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Partner with regional sales leadership (AVP/RVP) to drive pipeline visibility, rigorous deal inspection, and forecast accuracy.
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Own weekly and quarterly forecasting cadences, proactively identifying risks and opportunities.
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Support EOQ execution through structured deal reviews and disciplined data hygiene to ensure accurate, reliable reporting.
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Pipeline & Analytics:
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Build and manage pipeline, bookings, and attainment reporting across regions.
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Deliver executive-ready insights on pipeline coverage and quality, conversion trends and sales velocity, and bookings performance versus targets.
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Identify gaps and opportunities to accelerate pipeline creation and improve close rates.
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Salesforce Governance & Data Integrity:
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Drive data hygiene, opportunity management, and consistent Salesforce usage across the sales organization.
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Own and standardize key reporting structures (e.g., lead source, deal type, region/sub-region).
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Monitor key performance indicators (KPIs) such as pipeline velocity, win rates, and sales cycle length.
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Partner with Sales Ops leadership to enforce consistent definitions and scalable global processes.
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Process Optimization & Integration:
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Support data and IT infrastructure integration efforts, aligning systems, reporting, and processes across legacy organizations.
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Standardize reporting frameworks and operating cadences to enable global scale and consistency.
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Identify inefficiencies and implement process improvements through automation, simplification, and standardization.
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Cross-Functional Collaboration:
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Serve as a trusted advisor to Sales, Finance, Marketing, and RevOps.
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Support strategic initiatives, including cross-sell/upsell enablement, compliance and licensing programs, and board and executive reporting.
What Success Looks Like
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Sales leadership trusts the accuracy and clarity of your insights.
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Forecasts are predictable, explainable, and reliable.
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Pipeline visibility and quality improve across regions.
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Scalable processes enable growth and operational consistency.
Qualifications
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Bachelors' degree in Accounting, Finance, Business Management or another related field, or relevant equivalent working experience. Masters Preferred.
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5–8+ years in Sales Operations, Revenue Operations, or Business Operations.
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Strong proficiency in Salesforce (reporting, dashboards, data governance).
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Advanced skills in Excel / data analysis and visualizations (pivot tables, modeling, large datasets).
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Experience supporting global sales organizations and forecasting processes.
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Ability to translate complex data into clear, executive-level insights.
Preferred
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Experience in SaaS / CX / Contact Center / Automation solutions.
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Expertise in Salesforce, RCA, Oracle.
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Familiarity with BI tools (Power BI, Tableau, etc.).
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Experience partnering directly with sales leadership.
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Experience supporting organizational change or system integrations.
Benefits
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Global team recognized for their passion and innovation.
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Innovative product culture and project exposure.
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Training and development from industry-leading experts.
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Cutting edge benefit programs that include:
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401(k) with company matching;
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Medical, dental, and vision insurance;
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Disability and life insurance;
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Flexible PTO;
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Paid holidays and parental leave;
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Tuition reimbursement and more.
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Market competitive pay and benefits based upon the candidate’s skills, experience, and qualifications. Base salary will be starting at $93,000.