Revenue Ops Analyst: Salesforce & Data Dashboards

Evlo AI; San Diego (CA); On-site; USD 100,000 - 150,000; Full time

Job summary

Evlo AI is seeking a Revenue Operations professional to own Salesforce, data pipelines, and reporting used by sales, marketing, and finance. You will transform CRM and product data into reliable dashboards and surface insights affecting pipeline coverage and forecast health.

The role involves building dashboards in Looker/Tableau/Power BI, maintaining data quality across Stripe/Zuora integrations, and collaborating with cross-functional teams on territory planning and process improvements.

Qualifications

• 3-6 years of experience in revenue operations, sales operations, or business analysis at a B2B SaaS or tech company.

Responsibilities

• Own and administer Salesforce.com — manage objects, validation rules, flows, and user permissions across sales and CS teams
• Build and maintain dashboards and reporting in Salesforce, Looker, or Tableau covering pipeline, win rates, rep performance, and forecast health
• Design and monitor revenue data pipelines between CRM, billing systems (Stripe/Zuora), and the data warehouse; investigate and resolve data-quality issues
• Partner with sales leadership on territory planning, quota setting, and account segmentation using quantitative analysis
• Support forecasting cadence — audit deal hygiene, flag anomalies, and tighten the process ahead of board-level forecasts
• Evaluate, implement, and integrate GTM tooling (e.g., Outreach, Gong, ZoomInfo, Clari) and drive adoption of new workflows
• Document systems and processes, enabling self-service reporting for stakeholders

Skills

Salesforce administration

SQL

Data visualization (Looker/Tableau/BI)

Data modeling

Cross-functional collaboration

Python or R (bonus)

Education

Bachelor's degree in a quantitative field

Tools

Salesforce

Looker

Tableau

Power BI

Snowflake/BigQuery/Redshift

Job description

Evlo AI is seeking a Revenue Operations professional to own Salesforce, data pipelines, and reporting used by sales, marketing, and finance. You will transform CRM and product data into reliable dashboards and surface insights affecting pipeline coverage and forecast health.

The role involves building dashboards in Looker/Tableau/Power BI, maintaining data quality across Stripe/Zuora integrations, and collaborating with cross-functional teams on territory planning and process improvements.