Job Description

Location: US- Remote. Must be located in EST or CT time zone.

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.

Why This Role

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

Sales Execution & Forecasting

• Partner with regional sales leadership (AVP/RVP) to drive pipeline visibility, rigorous deal inspection, and forecast accuracy.
• Own weekly and quarterly forecasting cadences, proactively identifying risks and opportunities.
• Support EOQ execution through structured deal reviews and disciplined data hygiene to ensure accurate, reliable reporting.

Pipeline & Analytics

• Build and manage pipeline, bookings, and attainment reporting across regions
• Deliver executive-ready insights on pipeline coverage and quality, conversion trends and sales velocity, and bookings performance versus targets.
• Identify gaps and opportunities to accelerate pipeline creation and improve close rates.

Salesforce Governance & Data Integrity

• Drive data hygiene, opportunity management, and consistent Salesforce usage across the sales organization.
• Own and standardize key reporting structures (e.g., lead source, deal type, region/sub-region).
• Monitor key performance indicators (KPIs) such as pipeline velocity, win rates, and sales cycle length
• Partner with Sales Ops leadership to enforce consistent definitions and scalable global processes.

Process Optimization & Integration

• Support data and IT infrastructure integration efforts, aligning systems, reporting, and processes across legacy organizations.
• Standardize reporting frameworks and operating cadences to enable global scale and consistency.
• Identify inefficiencies and implement process improvements through automation, simplification, and standardization.

Cross-Functional Collaboration

• Serve as a trusted advisor to Sales, Finance, Marketing, and RevOps.
• Support strategic initiatives, including cross-sell/upsell enablement, compliance and licensing programs, and board and executive reporting.

What Success Looks Like

• Sales leadership trusts the accuracy and clarity of your insights.
• Forecasts are predictable, explainable, and reliable.
• Pipeline visibility and quality improve across regions.
• Scalable processes enable growth and operational consistency.

Requirements:

• Bachelors' degree in Accounting, Finance, Business Management or another related field, or relevant equivalent working experience. Masters Preferred.
• 5–8+ years in Sales Operations, Revenue Operations, or Business Operations
• Strong proficiency in Salesforce (reporting, dashboards, data governance)
• Advanced skills in Excel / data analysis and visualizations (pivot tables, modeling, large datasets)
• Experience supporting global sales organizations and forecasting processes
• Ability to translate complex data into clear, executive-level insights

Preferred

• Experience in SaaS / CX / Contact Center / Automation solutions
• Expertise in Salesforce, RCA, Oracle,
• Familiarity with BI tools (Power BI, Tableau, etc.)
• Experience partnering directly with sales leadership
• Experience supporting organizational change or system integrations