Job Overview
Location
United States, Remote
Job Type
Full-time
Category
DevOps
Date Posted
June 16, 2026
Full Job Description
đź“‹ Description
- • Serve as the primary systems owner for Salesforce and CPQ, ensuring data integrity, process efficiency, and system scalability across the GTM stack.
- • Design, maintain, and optimize revenue reporting dashboards and KPIs that track pipeline health, bookings, churn, and revenue performance across sales segments.
- • Collaborate with Sales, Deal Desk, and Billing teams to identify operational bottlenecks and implement automated workflows that reduce manual effort and improve forecast accuracy.
- • Lead the configuration and enhancement of Salesforce objects, fields, validation rules, workflows, and automation tools to align with evolving business requirements.
- • Partner with Finance and Sales Leadership to translate business goals into measurable operational metrics and reporting frameworks that drive strategic decision-making.
- • Own the end-to-end process for revenue recognition data flows, ensuring alignment between CRM data, billing systems, and financial reporting standards.
- • Conduct regular audits of CRM data quality and implement corrective actions to improve accuracy, completeness, and consistency across all sales and customer records.
- • Act as the primary point of contact for Salesforce-related requests, training, and change management across cross-functional teams.
- • Document and standardize all revenue operations processes, including data entry protocols, lead-to-cash workflows, and reporting methodologies.
- • Proactively identify opportunities to enhance GTM tool integrations, including CRM, CPQ, billing, and analytics platforms, to increase operational visibility and efficiency.
- • Support quarterly and annual forecasting cycles by providing clean, reliable data and insights to Finance and Executive Leadership.
- • Maintain up-to-date knowledge of B2B SaaS revenue models, sales cycles, and industry best practices in revenue operations.
- • Ensure compliance with internal controls and data governance policies related to revenue reporting and CRM usage.
- • Provide ad-hoc analysis and insights on revenue trends, pipeline conversion rates, and customer retention metrics to support sales strategy and resource allocation.
- • Lead the onboarding and adoption of new GTM tools and system enhancements, including change management and user training initiatives.
- • Maintain a high level of autonomy in prioritizing initiatives, managing competing demands, and delivering results with minimal supervision.
🎯 Requirements
- • Expert-level proficiency in Salesforce and CPQ configuration and administration
- • Proven experience managing revenue operations in a B2B SaaS environment
- • Strong understanding of B2B sales cycles, pipeline management, and revenue recognition principles
- • Demonstrated ability to build and maintain complex reporting dashboards and data models
- • Experience partnering with Sales, Finance, and Billing teams to align operational systems with business goals
- • Strong analytical skills with the ability to translate data into actionable insights
🏖️ Benefits
- • Fully remote work arrangement with flexibility across U.S. time zones
- • Competitive compensation package with performance-based incentives
- • Comprehensive health, dental, and vision insurance coverage
- • Unlimited PTO policy with mandatory minimum usage
- • Professional development stipend for certifications and training
- • Equity participation in the company
Skills & Technologies
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About Conversica, Inc.
Conversica provides AI-powered revenue automation software that uses conversational artificial intelligence to engage leads, customers and partners across email, SMS and web chat. Its platform autonomously nurtures prospects, schedules meetings, surfaces buying intent and powers customer success workflows, integrating with Salesforce, Microsoft Dynamics, HubSpot and other CRM and marketing systems. Designed for sales, marketing and customer experience teams, the SaaS solution leverages natural language processing to deliver human-like, two-way conversations at scale while providing analytics and insights to optimize revenue performance across the customer lifecycle.
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