Revenue Operations Analyst

Evlo AI; San Francisco (CA); On-site; USD 140,000 - 190,000; Full time

Job summary

Evlo AI is seeking a Revenue Operations leader in San Francisco to own the revenue tech stack, pipeline analytics, and operational processes across sales, marketing, and customer success. You will work hands-on in Salesforce, SQL, and BI tools to turn messy revenue data into actionable decisions.

You will build dashboards, optimize CRM, partner with Finance on planning, and manage GTM tooling adoption to drive forecast accuracy and territory design.

Qualifications

• 3–6 years in revenue or sales operations within a B2B SaaS or technology environment.
• Advanced SQL skills and hands-on Salesforce administration experience (Admin cert a plus).
• Strong dashboarding and analytics experience in Looker, Tableau, or Power BI.
• Experience managing cross-functional projects with sales, finance, and marketing.

Responsibilities

• Build and maintain pipeline, forecast, and quota dashboards using Looker/Tableau with clean SQL models.
• Administer and optimize Salesforce: workflows, validation rules, custom objects, territory and lead routing.
• Partner with Finance on planning, headcount, and quota allocation; reconcile CRM with ERP/billing.
• Own forecast cadence: weekly pipeline reviews, data hygiene, risk flagging.
• Evaluate and integrate GTM tooling (Gong, Outreach, ZoomInfo, Clari) and drive adoption.
• Define CRM data governance: standards, deduplication, and documentation for revenue org.
• Analyze funnel, rep productivity, and territory coverage to guide changes.

Skills

Advanced SQL

Salesforce administration

Dashboarding & analytics

Cross-functional project management

Revenue operations

B2B SaaS domain knowledge

Education

Bachelor's degree in a quantitative field

Salesforce Admin Certification

Tools

Salesforce

Looker

Tableau

Power BI

Gong

Outreach

ZoomInfo

Clari

dbt

Python

Job description

About The Role

The role sits at the intersection of data, systems, and go-to-market execution: owning the revenue tech stack, pipeline analytics, and operational processes that keep sales, marketing, and customer success running on a single source of truth.

The role sits at the intersection of data, systems, and go-to-market execution: owning the revenue tech stack, pipeline analytics, and operational processes that keep sales, marketing, and customer success running on a single source of truth.

You will build the reporting and tooling leadership relies on for forecasting and territory design, and work hands-on in Salesforce, SQL, and BI tools to turn messy revenue data into decisions.

Key Responsibilities

• Build and maintain pipeline, forecast, and quota-attainment dashboards in Looker or Tableau, backed by clean SQL models
• Administer and optimize Salesforce: workflow automation, validation rules, custom objects, and territory and lead-routing logic
• Partner with Finance on annual planning, headcount modeling, and quota allocation; reconcile CRM data against the ERP and billing systems
• Own forecast cadence: run weekly pipeline reviews, audit stage hygiene and deal data, and flag risk early
• Evaluate, implement, and integrate GTM tooling (e.g., Gong, Outreach, ZoomInfo, Clari), managing vendors and driving adoption
• Define and enforce CRM data governance: field standards, deduplication, and documentation that the whole revenue org can trust
• Analyze funnel conversion, rep productivity, and segment performance to recommend territory, coverage, and process changes

What We Are Looking For

• 3-6 years in revenue operations, sales operations, or business analysis within a B2B SaaS or technology environment
• Advanced SQL skills and hands-on experience with Salesforce administration (Admin certification a plus)
• Strong dashboarding and analytics experience in Looker, Tableau, or Power BI
• Demonstrated success managing cross-functional projects with sales, finance, and marketing stakeholders
• Deep understanding of the full revenue funnel: lead routing, pipeline stages, forecasting methodologies, and quota structures
• Bachelor's degree in a quantitative field (economics, statistics, engineering, or equivalent practical experience)
• Bonus: experience with RevOps platforms like Clari or Gong, Python or dbt for data transformation, and exposure to pricing and compensation design