Revenue Operations Lead: Pipeline & Forecast Clarity

Systal Technology Solutions; Tampa (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Systal Technology Solutions is seeking a Revenue Operations Lead to ensure clean, trustworthy pipeline and forecast data. This hands-on role drives hygiene, audits, and cross-functional collaboration across marketing, sales, and finance.

You will optimize CRM data quality in Dynamics 365, lead handoff, and reporting using Power BI/Tableau to support strategic decisions and revenue growth.

Qualifications

• Experience in Revenue Operations or Sales Operations with hands-on ownership of pipeline hygiene and CRM data quality
• Experience running pipeline or forecast integrity reviews and surfacing findings to leadership
• Strong analytical skills and ability to translate CRM data into actionable recommendations
• Hands-on experience with Dynamics 365 or comparable CRM, and comfort with SalesLoft
• Advanced Excel and reporting skills
• Experience with Power BI, Tableau, or other BI tools
• Experience in a services-led, MSP, or complex B2B environment

Responsibilities

• Actively scrub and clean pipeline data in Dynamics on a regular cadence, correcting stale or incomplete records
• Set hygiene expectations with sales managers and run regular reviews to close gaps
• Run change audit reports on CRM activity to catch stage-jumping and backdating
• Flag pipeline and forecast discrepancies to sales leadership with evidence
• Identify friction across revenue process and recommend fixes
• Monitor marketing-to-sales handoff and lead definitions for leakage or delay
• Prioritize improvements by impact and ease of implementation
• Analyze win rates and deal velocity to guide sales and marketing investments

Skills

Analytical thinking

Stakeholder communication

Problem solving

Tools

Dynamics 365

SalesLoft

Power BI

Tableau

Excel

Job description

Systal Technology Solutions is seeking a Revenue Operations Lead to ensure clean, trustworthy pipeline and forecast data. This hands-on role drives hygiene, audits, and cross-functional collaboration across marketing, sales, and finance.

You will optimize CRM data quality in Dynamics 365, lead handoff, and reporting using Power BI/Tableau to support strategic decisions and revenue growth.