GTM Systems & Revenue Ops Lead

persona group; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health benefits

401k

Unlimited PTO

Mental health days

Family planning

Development stipend

Wellness benefits

Job summary

Persona is seeking a Customer Operations Manager in San Francisco to lead the design and scale of customer lifecycle processes. You will shape our Salesforce and GTM infrastructure, apply AI and automation, and translate business needs into scalable solutions across onboarding, engagement, renewals, and expansions.

You will partner with Post-Sales leadership and the RevOps team to define success metrics, drive adoption, and ensure data quality.

Qualifications

• 5+ years in GTM ops, customer ops, or revenue ops within SaaS.
• Experience owning systems and processes end-to-end.
• Strong knowledge of customer success strategies and metrics.
• Deep Salesforce architecture knowledge, reporting and automation.
• Ability to guide technical design and troubleshoot data quality risks.
• Practical AI experience to solve business problems.

Responsibilities

• Design scalable customer lifecycle processes across onboarding, engagement, renewals, expansion, and churn prevention.
• Translate business needs into process designs with Salesforce admins and data teams.
• Guide Salesforce solution design including objects, automation, permissions, integrations, and reporting.
• Identify and implement AI/automation opportunities to reduce manual work.
• Prototype and evaluate AI-enabled solutions with governance and human review.
• Assess tools to improve Post-Sales efficiency, balancing value and security.
• Define metrics for adoption, sentiment, renewals, expansion, and churn.
• Prioritize initiatives by impact and effort; help leadership evaluate tradeoffs.
• Manage end-to-end delivery—from requirements to deployment and ownership.
• Develop playbooks, docs, and training for consistent execution.
• Lead cross-functional initiatives like feature-requests and renewal management.

Skills

GTM ops

Customer ops

Revenue ops

Strategy

Salesforce

AI in business

Data analysis

Cross-functional

Communication

Ambiguity handling

Tools

Salesforce

Job description

Persona is seeking a Customer Operations Manager in San Francisco to lead the design and scale of customer lifecycle processes. You will shape our Salesforce and GTM infrastructure, apply AI and automation, and translate business needs into scalable solutions across onboarding, engagement, renewals, and expansions.

You will partner with Post-Sales leadership and the RevOps team to define success metrics, drive adoption, and ensure data quality.