Revenue Ops Architect: Aligning Sales & CS

Forward; Santa Clara (CA); On-site; USD 175,000 - 200,000; Full time

Job summary

Forward, headquartered in Santa Clara, seeks a Revenue Operations Manager to align Sales and Customer Success across the full revenue lifecycle. You’ll design processes, optimize CRM/CS tech stack, and deliver data-driven insights to improve pipeline, renewals, and expansion.

Ideal candidates have 5–7 years in Revenue or Sales Operations within enterprise software, with strong experience in Salesforce, Gainsight, and analytics, in a fast-growing B2B SaaS environment.

Qualifications

• 5-7 years in Revenue/Sales/CS Operations at a B2B software company
• Experience with enterprise or technical buyers in a growth-stage tech environment
• Familiarity with CRM and CS platforms to design end-to-end processes

Responsibilities

• Partner with Field Leadership to drive sales and CS enablement and forecasts
• Design and maintain CRM and CS platform architecture across lifecycle
• Build dashboards and reports for pipeline health, renewal and expansion
• Establish cross-functional partnerships across Sales, CS, Marketing, Product, and Finance
• Train teams on tools and process changes to ensure adoption

Skills

Revenue Ops

Enterprise SaaS

Forecasting

Data Analysis

CRM Systems

Cross-functional Collaboration

Tools

Salesforce

Gainsight

Vitally

Looker

Tableau

Job description

Forward, headquartered in Santa Clara, seeks a Revenue Operations Manager to align Sales and Customer Success across the full revenue lifecycle. You’ll design processes, optimize CRM/CS tech stack, and deliver data-driven insights to improve pipeline, renewals, and expansion.

Ideal candidates have 5–7 years in Revenue or Sales Operations within enterprise software, with strong experience in Salesforce, Gainsight, and analytics, in a fast-growing B2B SaaS environment.