Ops Engineer

Clerk AI; San Francisco (CA); On-site; USD 110,000 - 180,000; Full time

Benefits offered by this job

Competitive compensation and equity

Health, dental, and vision insurance

Unlimited PTO

401k with 4% match

Job summary

Clerk Chat, a fast-growing SF-based company, is seeking a Sales Operations/RevOps specialist to design and implement scalable automation across lead routing, qualification, forecasting, and reporting. You will connect CRM, marketing, product, billing, and support systems, ensuring data integrity and driving efficient revenue processes.

You will enable the sales team with technical solutions, build dashboards for leadership, and collaborate across Sales, Marketing, CS, and Engineering to optimize

Qualifications

• 3+ years in sales systems, CRM, or revenue operations.
• Hands-on Salesforce or similar CRM workflows and reporting.
• Experience building automations and integrating systems via APIs or no/low-code tools.
• Strong data analytics and ability to derive actionable insights.
• Systems thinking for scalable, maintainable operational solutions.
• Clear communication translating business needs into tech solutions.

Responsibilities

• Design and implement automation for lead routing and forecasting.
• Connect CRM, marketing, product, billing, and support via APIs.
• Maintain high data quality across systems for reliable reporting.
• Translate sales processes into technical solutions to speed deals.
• Build dashboards and reports for leadership visibility.
• Collaborate with Sales, Marketing, CS, and Engineering to improve revenue operations.

Skills

Sales Operations

Revenue Ops

Salesforce CRM

Automation & Integrations

Data Analytics

Cross-functional Collaboration

Strong Communication

Tools

Make

n8n

Job description

Clerk Chat's mission is to make every business conversational. We are achieving this by building the leading messaging application, integrating AI where it matters, and crafting our own telecom infrastructure. It's big and bold and needs spirited adventurers to join our growing team.

We've built Clerk Chat organically into a profitable business over the last 2 years. We're a team that believes in achieving your highest potential but not at the expense of work-life balance. That's why we have flexible vacation time, healthy quarterly bonuses, and creative freedom at the forefront. We're Silicon Valley-based entrepreneurs who have sold companies, gone through HF0, and built teams at Lucasfilm, Samsung, Netflix, DocuSign, and Series B+ Startups.

What does a work environment look like at Clerk Chat?

Clerk Chat is an in-office team based just three blocks south of the Embarcadero BART station, making it easy to commute and stay connected. We love being in the office five days a week because it fosters real-time collaboration, builds stronger relationships, and helps us move faster. This is an exciting time to join Clerk Chat. We’re small enough that every individual has a big impact, but we’re growing fast enough that there’s tremendous room for career advancement.

Who you are:

You’re a technically minded operator who thrives at the intersection of sales, systems, and automation. You enjoy turning messy, manual sales processes into scalable, reliable workflows. You’re comfortable working across teams, diving into CRM configurations, building integrations, and using data to drive clarity and efficiency. You understand that a great sales organization runs on clean data, smart automation, and tools that help reps sell – not slow them down. You’re excited by the challenge of building the infrastructure that powers a fast-growing revenue engine.

What You Will Do:

• Build Automation – Design and implement automation for lead routing, qualification, follow-ups, forecasting, and reporting to eliminate manual work
• Integrate Platforms – Connect CRM, marketing, product, billing, and support systems using APIs, webhooks, and middleware
• Ensure Data Integrity – Maintain high data quality across systems, resolving inconsistencies and improving reliability for reporting and forecasting
• Enable the Sales Team – Translate sales processes into technical solutions that help reps move faster and close more deals
• Drive Insights – Build dashboards and reports that give leadership clear visibility into pipeline health, performance, and growth trends
• Cross-Functionally – Work closely with Sales, Marketing, Customer Success, and Engineering to continuously improve revenue operations

What You Will Need:

• Sales Operations or RevOps Experience – 3+ years working with sales systems, CRM platforms, or revenue operations
• CRM Expertise – Hands-on experience with Salesforce (preferred) or similar platforms, including workflows and reporting
• Automation & Integration Skills – Experience building automations and connecting systems using APIs, webhooks, or no/low-code tools (Make, n8n…)
• Analytical Mindset – Strong ability to work with data, build dashboards, and derive actionable insights
• Systems Thinking – Ability to design scalable, maintainable solutions while debugging complex operational issues
• Strong Communication – Ability to translate business needs into technical solutions and collaborate across teams

Nice to have:

• Exposure to early-stage startups or high-growth companies, with a passion for driving results in these environments.

Clerk Chat provides several benefits to help you bring your best self to work:

• Competitive compensation and equity packages
• Health, dental, and vision insurance
• Flexible vacation time (Unlimited PTO)
• 401k with 4% match

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Clerk AI’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

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