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CB Insights // tracking private companies
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Create data-based insights. Build & test smart hypotheses. Build new capabilities in a cutting edge RevTech stack. Drive customer acquisition & value.

The Role Youll Play:

The Revenue Operations Systems Administrator sits in the center of the companys Go-to-Market organization -- collaborating with Sales, Customer Success, Marketing, Finance, & Product. In this role, you are responsible for creating & optimizing processes to improve GTM efficiency & revenue. You will be building & improving infrastructure to support our revenue team. The ideal candidate knows how to get things done & solves meaningful challenges that are results-focused.

In this role, you will be involved in strategic planning & defining our tech stack roadmap for 100+ team members across Sales, Customer Success, & Marketing. You will also own the user experience for our team & ensure our partners can do their jobs effectively & efficiently.

About the Go-to-Market & RevOps team: 

RevOps at CBI is focused on driving measurable revenue impact: we strategize how to go-to-market (vs. supporting sales), we publish actionable intelligence for the business (vs. refreshing charts), we lead the identification, testing & rollout of revenue initiatives (vs. supporting the roadmap), & build an innovative tech stack to drive value for our customers (vs. maintaining the mess). 

We take a product-management approach toward our tech stack --  test & learn, always focus the company on our customers, & automate as much as possible. 

Your Main Tasks:

  • Build the processes & systems that generate actionable insights on our business & market. 
    • Understand our key business metrics & how we can build processes & systems that help uncover the driving factors behind them
    • Help demystify our prospect to customer journey - align our processes & tools to give us a clear view of performance across the revenue funnel 
  • Define the strategy & roadmap for revenue processes & systems
    • Create the vision & structure for how our GTM systems (Salesforce, Hubspot, Gong, Apollo, etc.) & supporting tools will connect & operate seamlessly
    • Identify & implement tools, best practices, & operational workflows with an eye toward measurable outcomes & continuous improvement
    • Focus on building the minimum viable product; avoid feature creep
    • Own the integrity of our revenue systems ecosystem by putting in place proper access & permissions controls, ensuring data integrity, & developing protocols for change management
  • Execute high impact initiatives. 
    • Partner with RevOps leadership & other Go-to-Market teams to drive initiatives that impact revenue - for example, identifying use cases for generative AI to make our outreach more timely & relevant for our prospects
    • Drive robust systems, processes, & analytics to ensure that we learn from any initiative -- treating them as experiments with data-based learning 
    • Collaborate with Sales, Customer Success, Marketing, Product & Finance team members as a project owner & executor 

What you bring to the table:

  • 3+ years experience in Revenue Operations, Salesforce Administration, or similar roles 
  • Demonstrated Salesforce experience required; Salesforce Certified Admin a huge plus 
  • Product manager mindsight with proven ability to make a complex tech stack easy-to-use
  • Ability to see big picture & distill it into project plan with specific actions
  • Team player who isnt afraid to connect with cross-functional teams directly to get feedback
  • A desire to learn & execute, especially in regard to new technologies utilizing generative AI
  • Bachelors degree

Youll be successful here if:

  • You seek & build expertise: You learn the playbooks that work elsewhere & build the ones that works for CBI
  • Youre a true owner: You have an ownership mindset & dont wait for someone else to tell exactly what needs to be done. 
  • You focus on results: You dont believe in vanity metrics & believe in taking swings at big outcomes. 

Please note this is a US-based role.

In addition to base salary, this role is also eligible for a bonus opportunity.

A little bit about our pay practices: Typically, we will hire at our Hiring Target, but actual starting pay may be based on several factors, including, but not limited to, market rate, the qualified pool of candidates, internal compensation, candidate experience, & budgetary constraints.

 
 
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