We’re looking for a self-driven and strategic Senior Revenue Operations Analyst to join our lean but high-impact Revenue Operations team. This role is essential in maintaining and evolving our GTM systems and reporting infrastructure, supporting day-to-day sales operations, and driving cross-functional visibility into our pipeline, bookings, churn, and revenue performance.
This is a high-autonomy IC role that requires strong Salesforce/CPQ technical skills, a deep understanding of B2B SaaS GTM workflows, and a strong partnership mindset. You’ll report to the CFO and partner closely with Sales, Deal Desk, and Billing—serving as the internal systems owner for Salesforce and related GTM tools.
Key Responsibilities
Act as the primary Salesforce and CPQ admin, executing system changes, implementing configuration updates, and maintaining documentation
Own and evolve the Revenue Operations dashboard, surfacing key insights to Sales and Executive teams around pipeline, bookings, churn, and net ARR performance
Support the weekly Revenue Growth Call through reporting, dashboard maintenance, data analysis, and preparation of recurring business metrics.
Build and maintain recurring and ad-hoc reports for the CFO and CRO, including ARR forecasts and performance summaries like those used in board and FP&A presentations
Partner with our Senior Deal Desk Specialist to: Streamline quote processing and CPQ configurations, improve quote templates, DocuSign formatting, and sales order accuracy, and ensure end-to-end data consistency from quote to billing to revenue recognition
Intake and triage GTM systems-related requests across the Sales, CS, and Finance orgs
Identify and resolve Salesforce/CPQ issues and lead continuous improvement initiatives, including error reduction, automation, and documentation
Support upcoming CPQ upgrade or system transition planning and implementation
Maintain high standards of data integrity across all GTM systems
Qualifications
5–7+ years of experience in Revenue Operations, Sales Systems, or Salesforce administration in a B2B SaaS environment
Salesforce Admin Certification required; Salesforce App Builder or CPQ Specialist certification a plus
Experience with Salesforce CPQ, quoting workflows, and revenue operations processes.
Demonstrated experience supporting executive stakeholders and partnering cross-functionally
Experience with GTM tool stack (e.g., ZoomInfo, Marketo, Zendesk, RingLead)
Proven ability to work independently and take ownership of technical execution
Strong analytical and reporting skills, including experience managing executive-facing dashboards and ARR reports
Excellent verbal and written communication skills, with the ability to translate complex data into actionable insights
Bonus: Exposure to backend development (e.g., Apex), workflow automation, or scripting for Salesforce configuration
Why Join Conversica?
Conversica is entering an exciting new phase of growth and innovation. As a profitable company with a strong foundation in AI-powered customer engagement, we're investing in our people, products, and future growth.
At Conversica, you'll have the opportunity to:
Make a visible impact in a small, high-performing company where individual contributions matter
Work closely with executive leadership and cross-functional teams to help shape business strategy and operational excellence
Solve meaningful challenges at the intersection of technology, revenue, customer experience, and business operations
Enjoy a high level of ownership, autonomy, and trust in a fully remote environment
Collaborate with curious, pragmatic teammates who value learning, continuous improvement, and results
Participate in the company's future success through bonus and equity opportunities
If you're someone who enjoys building better systems, improving processes, and helping organizations scale, you'll find plenty of opportunities to make an impact at Conversica.