RevOps Associate: Salesforce & AI Automation Lead

Outset; San Francisco (CA); Presencial; USD 120.000 - 170.000; Tempo integral

Resumo da vaga

Outset, the AI-powered insights company, is seeking a Revenue Operations professional to own CRM systems, data pipelines, and analytics. You will integrate Salesforce, HubSpot, and supporting tools to enable fast, accurate revenue reporting and scalable processes.

You will work closely with the CRO, Finance and Sales teams to optimize policy, routing, and quota processes, leveraging AI to streamline handoffs and analyses. This role is based in San Francisco and reports to the RevOps Director.

Qualificações

• 1–3 years in Revenue Operations, Sales Operations, or adjacent role at a B2B SaaS company.
• Hands-on Salesforce experience: reports, dashboards, fields, layouts; Admin cert a plus.
• Understanding of end-to-end B2B sales motions: leads, qualifiers, stages, pilots, renewals.
• AI tools as part of daily work: Claude, ChatGPT or similar.
• Strong spreadsheet and data skills: lookups, pivots, data models.
• Clear written communication; explain systems and numbers to sales teams.

Responsabilidades

• Administer Salesforce day-to-day: fields, record types, layouts, permission sets, rules, flows, reports, dashboards.
• Maintain HubSpot-Salesforce sync; fix field/picklist mismatches; ensure lead-to-opportunity data integrity.
• Manage sales tool stack: Apollo, Momentum, LinkedIn Navigator, routing, Linear, Slack bots.
• Run provisioning, onboarding and offboarding across the stack; tidy connections.
• Build and maintain n8n workflows connecting Salesforce, HubSpot, Slack, Linear, Google Workspace.
• Draft/runbooks; summarize calls; prep handover docs; run analyses with Claude/AI.

Conhecimentos

Salesforce

HubSpot

Data analysis

AI tools

CRM automation

Quota tracking

Dashboards

Communication

Ferramentas

Salesforce

HubSpot

Apollo

Momentum

LinkedIn Sales Navigator

Google Workspace

n8n

Slack

Linear

Descrição da vaga

Outset, the AI-powered insights company, is seeking a Revenue Operations professional to own CRM systems, data pipelines, and analytics. You will integrate Salesforce, HubSpot, and supporting tools to enable fast, accurate revenue reporting and scalable processes.

You will work closely with the CRO, Finance and Sales teams to optimize policy, routing, and quota processes, leveraging AI to streamline handoffs and analyses. This role is based in San Francisco and reports to the RevOps Director.