AI-Driven RevOps Lead: Forecast & GTM Strategy

LeanScale, Inc.; New York (NY); On-site; USD 175,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Startup equity

Flexible time off

Job summary

Traversal is seeking an experienced Revenue Operations professional to own analytics, forecasting, and GTM process design for a high-growth enterprise. You will work cross-functionally with sales, marketing, finance, and leadership to scale the revenue engine using an AI-forward approach.

You will own Salesforce administration, reporting, and integration health, building dashboards and models to drive board-ready materials and actionable insights that guide territory design and compensation

Qualifications

• 7+ years in Revenue/Sales Operations or related analytical role.
• Deep hands-on Salesforce administration and reporting experience.
• Strong analytical and financial modeling skills for forecast, capacity, or comp models.
• Ability to work independently across ambiguous cross-functional problems.
• Excellent communication skills for senior leadership presentations.
• Experience with a modern GTM stack (Salesforce plus Clay, Clari, Gong, Apollo, or similar).

Responsibilities

• Administer and improve Salesforce; manage automation and data quality with GTM tools.
• Own integration health across tools; troubleshoot sync errors and conflicts.
• Maintain reporting infrastructure and dashboards for sales leadership and execs.
• Build and maintain pipeline and forecast models, capacity plans, dashboards.
• Partner with leadership to prepare board-level pipeline/forecast materials.
• Analyze funnel and rep performance; translate findings into recommendations.
• Design analytics powering GTM decision-making and regional health analyses.
• Support go-to-market planning: territory design, segmentation, and capacity modeling.
• Design coverage models and provide insights for competitive dynamics and expansion.

Skills

Sales Operations

Forecasting

Analytics

Data modeling

Cross-functional collaboration

Communication to leadership

Modern GTM stack

Tools

Salesforce

Clay

Clari

Gong

Apollo

Job description

Traversal is seeking an experienced Revenue Operations professional to own analytics, forecasting, and GTM process design for a high-growth enterprise. You will work cross-functionally with sales, marketing, finance, and leadership to scale the revenue engine using an AI-forward approach.

You will own Salesforce administration, reporting, and integration health, building dashboards and models to drive board-ready materials and actionable insights that guide territory design and compensation