Revenue Operations & Strategy

Traversal; New York (NY); On-site; USD 175,000 - 300,000; Full time

Benefits offered by this job

Health insurance

Equity

Tech setup stipend

Flexible time off

In-office snacks

Job summary

Traversal is seeking a Revenue Operations professional to own end-to-end GTM analytics, forecasting, and process design. You will work across sales, marketing, finance, and leadership to scale the revenue engine.

You will build dashboards, models, and territory plans, collaborating with cross-functional teams to drive data-backed decisions and optimize compensation and performance. A hybrid, fast-paced startup environment awaits.

Qualifications

• 7+ years in Revenue/Sales Operations or related analytics role, preferably B2B SaaS.
• Deep Salesforce administration, automation, and reporting expertise.
• Strong analytical and financial modeling with forecast/capacity/compensation focus.
• Ability to work independently across ambiguous cross-functional problems.
• Excellent written and spoken communication for senior leadership.
• Experience with a modern GTM stack (Salesforce + tools like Clay, Clari, Gong, Apollo).

Responsibilities

• Administer and improve Salesforce objects, automation, and data quality in partnership with GTM tools.
• Own integration health across tools and resolve issues affecting pipeline/forecast accuracy.
• Maintain and enhance reporting infrastructure and dashboards for sales leadership and executives.
• Build and maintain pipeline and forecast models, capacity plans, and performance dashboards.
• Partner with leadership to prepare board and leadership pipeline/forecast materials.
• Analyze funnel and rep performance data to surface trends, risks, and opportunities.
• Develop analytics powering GTM decisions and territory/segment analyses.
• Support go-to-market planning: territory design, segmentation, and headcount modeling.
• Design coverage models and feed insights into GTM plans.
• Set KPIs and measurement standards for regional pipeline, win/loss, and rep productivity.
• Assist with compensation plan design and compliance with wage laws.
• Leverage AI tools to automate recurring analyses and reporting.

Skills

Salesforce expertise

Analytical skills

Financial modeling

Independent work

Communication

GTM tools familiarity

Tools

Salesforce

Clay

Clari

Gong

Apollo

Job description

About Traversal

Traversal is the AI Site Reliability Engineer (AI SRE) for the enterprise.

Production complexity was already outpacing what engineering teams could manage manually, and AI-generated code is accelerating that gap. Traversal is built for that challenge, autonomously understanding and reasoning across even the largest, most complex production environments to diagnose, fix, and prevent incidents. Our mission is to free engineers from endless firefighting and give them more time to focus on creative, high-impact work.

Today, Traversal operates in mission-critical environments at some of the world’s largest enterprises. Our roots remain deeply embedded in AI research, and we’ve brought together researchers from institutions including MIT, Harvard, Berkeley, Columbia, and Cornell with world-class technical staff and operators from companies like Google, Meta, Datadog, ServiceNow, and Citadel Securities to take on one of the hardest problems for AI to solve. Traversal is backed by Sequoia Capital, Kleiner Perkins, Hanabi, NFDG, and American Express Ventures.

The Role

As a Revenue Operations individual contributor, you will be a force multiplier across our GTM organization. This is a broad, high-ownership role: you'll move fluidly between systems administration, analytics and forecasting, process design, and support for sales compensation and territory planning. You'll use an AI forward approach while working with sales, marketing, finance, and leadership to scale our the revenue engine.

This role suits someone who wants to own problems end-to-end — from diagnosing a broken process, to redesigning it, to building the Salesforce automation or dashboard that makes it stick — without a large team around them yet.

Responsibilities

Systems & Data

• Administer and continuously improve Salesforce: objects, automation, validation rules, and data quality, in partnership with the broader GTM tool stack (Claude, Clay, Apollo, Clari, Gong, Granola).

• Own integration health across tools — investigating and resolving issues (e.g., sync errors, validation rule conflicts) that affect pipeline and forecast accuracy.

• Maintain and improve reporting infrastructure and dashboards used by sales leadership and the executive team.

Analytics & Forecasting

• Build and maintain pipeline and forecast models, capacity plans, and performance dashboards (e.g., cycle time by stage, pipeline coverage, conversion rates).

• Partner with sales leadership to prepare board- and leadership-level pipeline and forecast materials.

• Analyze funnel and rep performance data to surface trends, risks, and opportunities, and translate findings into recommendations.

Process & GTM Strategy

• Build out the analytics layer that powers GTM decision-making, from pipeline dashboards to cohort analyses to efficiency metrics

• Set the standard for how we analyze regional pipeline health, win/loss trends, and rep productivity, and determine how those insights feed back into the GTM plan

• Partner with field leadership to diagnose gaps in the business and drive the structured plans to address them, covering real-time action as well as the insights that guide QBRs, pipeline reviews, etc.

• Design and document processes and swim lanes that clarify handoffs across Sales, Marketing Ops, and Finance Ops.

• Support go-to-market planning: territory design, account segmentation, and capacity/headcount modeling.

• Design the coverage models aligned to 2-year growth projections, incorporating territory design, account segmentation, and capacity planning

• Set the point of view on competitive dynamics, regional expansion priorities, and whitespace opportunities

Sales Compensation & Planning

• Support the design and administration of sales compensation plans (quotas, commission structures, SPIFFs), ensuring plans are modeled accurately and compliant with relevant wage law.

• Help resolve comp-related questions and disputes with clear, data-backed answers.

AI-Enabled Ways of Working

• Use AI tools (Claude and similar) as a core part of the RevOps toolkit — automating recurring analysis and reporting, drafting process documentation, and prototyping solutions faster than manual approaches allow. As a company building AI-powered software, we expect our own operations to reflect that same leverage.

Requirements

• 7+ years of experience in Revenue/Sales Operations, Business Operations, or a related analytical role, ideally at a B2B SaaS company.

• Deep hands-on Salesforce expertise (administration, automation, reporting) — you can build and troubleshoot, not just spec requirements for someone else.

• Strong analytical and financial modeling skills with experience building forecast, capacity, or compensation models.

• Demonstrated ability to work independently across ambiguous, cross-functional problems and drive them to resolution.

• Excellent communication skills — comfortable presenting analysis and recommendations to senior leadership.

• Experience with a modern GTM stack (Salesforce plus tools like Clay, Clari, Gong, Apollo, or similar).

Nice to Have

• Experience at an early-stage or high-growth startup, building RevOps processes from scratch rather than maintaining existing ones.

• Exposure to enterprise/strategic sales motions and long-cycle, multi-stakeholder deals.

• Design and run structured experiments to test new GTM approaches: new segments, new channels, new acquisition or expansion motions

Compensation

We offer competitive compensation, startup equity, health insurance, and additional benefits. The U.S. base salary range for this full-time role is $175,000 - $300,000 plus equity and benefits. Our salary ranges are based on location, level, and role. Individual compensation is determined by experience, skills, and job-related knowledge.

Why You Should Join Us

Traversal is a place to take on hard, meaningful problems with real ownership from day one. You’ll work alongside people who challenge you to grow, learn constantly, and help define a new category of infrastructure software. We think long term, move quickly, and hold a high bar without taking ourselves too seriously.

We offer competitive salary and equity packages, health insurance, fertility benefits, a great tech setup stipend and flexible time off. Plus in-office snacks, team happy hours and outings, an annual company offsite, and plenty of built in time to collaborate across teams.