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 teams • Manage sales quota forecasting and partner with sales to lead territory planning • Define and evolve operational performance metrics and resources • Own the GTM forecasting inputs into FP&A, translating pipeline health, bookings pacing, retention trends, and capacity assumptions into consistent, system-driven forecast views • Lead 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 allocation • Oversee bookings, retention, and churn modeling, synthesizing cohort behavior, renewal pipelines, expansion patterns, and leading risk indicators to support forward-looking revenue planning • Set 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-won • Demand & 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 statuses • Lead 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 Salesforce • Ensure scalable order-to-cash workflows in partnership with Finance and Sales Ops • Define 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 processes • Campaign 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 Salesforce • Lead 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 Salesforce • Scoring and segmentation: build and maintain lead/account scoring, persona and tier models, and suppression rules • Channel ops and cost capture: connect ad platforms, ingest spend to campaigns, reconcile cost fields in SF/HS; track event/webinar ops and statuses • Process & Systems Architecture, Improvement, and Implementation • Improve overall sales performance through process improvement, system enhancements and best practice sharing • Facilitate Sales Leadership’s in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performance • Assist in process improvement and manage all aspects of Salesforce CRM and Gong including workflow, reporting, data integrity and maintenance • Engage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectively • Partner 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 detail • Ability to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidly • Strong written and verbal communication skills • Accustomed to working in a fast-paced environment • Team oriented • Incredibly strong work ethic • Excellent interpersonal skills Experience • 5+ years work experience in Revenue Operations in a high-velocity sales environment • Demonstrated experience partnering with senior Sales, Marketing, and Finance leaders • Proven ability to lead through influence without direct reports • Proven track record throughout career and education • Proven experience in developing, building and delivering quantitative metrics in a preferred • Direct experience in working with Salesforce • In-depth understanding of key Nonprofit data and fundraising process and business flows a plus Technical Skills • Process modeling tools and best practices • Project management tools and best practices • Data modeling • Systems analysis and design • Advanced knowledge of Salesforce a plus • Competency with relational databases and SQL queries • Experience with visual analysis applications and sales intelligence software • Proficiency 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 field • Salesforce Sales/Service Cloud Consultant, Salesforce Administrator or Salesforce Developer a plus I7svcPLd7E Apply tot his job