Revenue Operations Lead

Skanai; Menlo Park (CA); Hybrid; USD 130,000 - 165,000; Full time

Benefits offered by this job

Health Care Plan (Medical, Dental &amp

Life Insurance

Unlimited Paid Time Off

Short Term & Long-Term Disability

Work From Home

Stock Option Plan

Job summary

Skan AI is seeking a Revenue Operations Lead to own data quality, pipeline intelligence, forecasting, and process governance for its go-to-market engine. The role includes building agentic workflows, territory design, and ensuring CRM discipline across Salesforce or equivalent.

You will lead data hygiene, forecast cadence, and pipeline analysis while working with Sales and Systems/IT to implement improvements. This high-impact role blends process design with automation at scale.

Qualifications

• 5-7 years of experience in revenue operations, sales operations, or a related function at a B2B SaaS company.
• Hands-on with CRM administration, pipeline analysis, and forecasting.
• Experience owning or shaping a sales methodology and stage-by-stage process (MEDDIC, Command of the Message, or similar).
• Experience with territory design and capacity/coverage modeling.
• Experience building or deploying automated/agentic workflows within a revenue organization strongly preferred.

Responsibilities

• Own CRM data quality and pipeline hygiene as the foundation for reliable pipeline intelligence.
• Own forecasting process and cadence — methodology, inputs, roll-up, accuracy.
• Define and govern the sales process to ensure consistency and CRM alignment.
• Design and build agentic workflows to automate and monitor revenue processes.
• Design territory and account structures to align coverage with market potential.
• Measure and report on key metrics: data quality, pipeline coverage, forecast accuracy, and workflow adoption.

Skills

CRM administration

Pipeline analysis

Forecasting

Sales process design

Territory planning

Automation workflows

B2B SaaS

Data quality

Sales methodology

Tools

Salesforce

Job description

Location: Remote in Menlo Park, CA or New York, NY

(must be local to the San Francisco OR New York City area)

Be at the Forefront of the Agentic AI Revolution

At Skan AI, we are pioneering the context engine for human and agentic execution, bringing context from enterprise operators, systems, and processes to power how the world's largest organizations execute their most complex, mission‑critical work.

Skan is a leading AI‑powered enterprise work context platform adopted at‑scale by Fortune 500 that helps enterprises uncover how work really happens and power their agentic lifecycle. By capturing and understanding every digital interaction at scale, Skan enables organizations to optimize operations, boost productivity, and accelerate digital transformation. Skan uniquely addresses topics that span AI adoption by the C‑Suite, transformation and process improvement for technology and operational leaders and agentic deployment for automation teams across the enterprise.

Our customers include some of the world's largest financial institutions, insurers, healthcare and technology firms, who rely on Skan to surface insights that drive measurable business outcomes. If you're passionate about shaping the future of AI‑driven transformation and building operational rigor into a go‑to‑market engine, we'd love to hear from you.

We're in hyper‑growth mode at exactly the right moment in history. As enterprises race to adopt agentic AI, we're uniquely positioned to deliver the clear signal they desperately need: a platform that trains and grounds AI Agents in trillions of real execution signals, enabling reliable, compliant automation of their most complex processes.

Backed by Dell Technologies Capital and other leading investors, we're the only company that can bridge the gap between AI's promise and enterprise reality, making us perfectly positioned to define the agentic era for modern enterprises.

Our diverse, collaborative team of 250+ innovators is solving category‑defining challenges at the intersection of AI, process intelligence, and enterprise work. Diverse perspectives fuel breakthrough thinking, cross‑functional collaboration is the norm, and our work directly transforms how Fortune 500 companies operate. We are shaping the future of work itself.

About the Role

We are looking for a Revenue Operations Lead to own the data, pipeline intelligence, and process foundation behind Skan's go‑to‑market engine — and to turn what that foundation reveals into automation that measurably improves how the revenue engine runs. This role owns the full loop: the data itself, the pipeline intelligence and forecast drawn from it, the sales process it should be measured against, the territory structure that plans against it, and the agentic workflows built to reinforce it.

Concretely: you own CRM data quality because clean data is what makes pipeline intelligence trustworthy. You own pipeline intelligence and forecasting because together they tell you where deals stall, where reps struggle, and what the business should expect to close. You own the sales process definition because intelligence is only useful measured against a defined standard. You own territory design because that's how coverage gets planned against the pipeline. And you own turning all of that into automation — identifying which manual or inconsistent steps in the revenue process are worth solving with an agentic workflow, building it, and measuring whether it worked.

The ideal candidate has 5-7 years of experience in revenue or sales operations at a B2B SaaS company, is hands‑on with CRM administration, pipeline analysis, and forecasting, and is comfortable both defining process and building the automated workflows that reinforce it.

Key Responsibilities

Data & CRM Hygiene

• Own CRM data quality (Salesforce or equivalent) — field completeness, validation rules, and pipeline stage discipline — as the foundation everything else depends on.
• Run ongoing data hygiene audits and remediation, and define the standards reps are held to.
• Partner with Sales and Systems/IT to prioritize CRM and tooling improvements that improve data reliability.
• Analyze pipeline data to surface where deals stall, where reps consistently struggle, and where deal patterns diverge from the defined process.
• Own the forecasting process and cadence — methodology, inputs, roll‑up, and accuracy — in partnership with Sales leadership.
• Translate pipeline and forecast patterns into specific recommendations: where an agentic workflow should be built or improved, and where enablement should intervene.
• Maintain a standing view of pipeline health that Sales, Enablement, and Systems can all work from.

Sales Process Definition & Governance

• Own and continuously refine the definition of Skan's stage‑by‑stage sales process, including qualification, discovery, demo, proof‑of‑value, and closing.
• Ensure the process is the standard that pipeline intelligence is measured against and that agentic workflows are built to reinforce.
• Govern process changes as the business evolves — new products, new personas, new competitive landscape — and keep the CRM configuration aligned to them.

Agentic Workflow Design & Build

• Build and maintain agentic workflows that automate and monitor the revenue process, prioritized by what data and pipeline intelligence surface as highest‑impact.
• Identify manual, error‑prone, or inconsistent steps in the revenue process and replace them with automated, agent‑driven workflows.
• Measure whether each agentic workflow actually moved the metric that triggered it, and retire or iterate on what doesn't work.

Territory Planning

• Design and maintain territory and account assignment structures that align coverage with market opportunity.
• Run capacity and coverage modeling to inform headcount planning and territory rebalancing as the business grows.

Key Metrics for Success

• CRM Data Quality: Field completeness, pipeline stage accuracy, and data hygiene audit scores.
• Pipeline Intelligence Coverage: Percentage of major stall points and rep struggle areas identified and diagnosed each quarter.
• Forecast Accuracy: Variance between forecasted and closed results across the sales cycle.
• Process Currency: How up to date the defined sales process and CRM configuration are relative to how the business actually sells.
• Territory Coverage & Balance: Even distribution of opportunity and capacity across territories relative to market potential.
• Agentic Workflow Adoption & Impact: Adoption rate of automated workflows and measurable time/cycle savings in the revenue process.

Ideal Candidate Profile

• 5-7 years of experience in revenue operations, sales operations, or a related function at a B2B SaaS company.
• Hands‑on experience administering a CRM (Salesforce or equivalent) and analyzing pipeline data to surface actionable patterns.
• Experience owning or managing a forecasting process, including methodology, cadence, and accuracy.
• Experience owning or shaping a sales methodology and stage‑by‑stage process (MEDDIC, Command of the Message, or similar).
• Experience with territory design and capacity/coverage modeling.
• Experience building or deploying automated/agentic workflows within a revenue organization strongly preferred.
• Process intelligence, agentic AI, RPA, or automation domain experience a plus.
• Be part of a category‑creating company building the full agentic lifecycle.
• Directly shape how Skan's revenue engine runs, from data quality to automation.
• Join a passionate, global team united by curiosity, integrity, and impact.
• In‑office and remote work mix with global exposure.
• Competitive compensation and equity opportunities.
• 100% coverage of Health Care Plan (Medical, Dental & Vision)
• Life Insurance (Basic, Voluntary & AD&D)
• Unlimited Paid Time Off (Vacation, Sick & Public Holidays)
• Short Term & Long‑Term Disability
• Work From Home
• Stock Option Plan

Salary Range

$130K - $165K OTE

Skan AI is an equal opportunity employer committed to building a diverse, inclusive, and respectful workplace around the world. We do not discriminate based on race, color, religion or belief, sex (including pregnancy, sexual orientation, gender identity, or gender expression), national origin, ancestry, age, disability, medical condition, genetic information, marital or family status, military or veteran status, or any other characteristic protected by applicable laws in the locations where we operate.

We welcome people from all backgrounds and provide reasonable accommodations throughout the hiring process.