Sales & Revenue Operations Lead

Point Predictive; San Diego (CA); Sur place; USD 117 000 - 143 000; Plein temps

Avantages offerts par ce poste

401(k)

Health insurance

Dental insurance

Vision insurance

Paid time off

Résumé du poste

Point Predictive is seeking a Sales & Revenue Operations Lead to design, build, and maintain the GTM ecosystem across the customer life cycle. You will connect GTM teams, deliver accurate insights, and enable data-driven decisions in real time.

Responsibilities include admin of Salesforce/HubSpot, data flows, forecasting cadence, dashboards for bookings, churn and NRR, plus planning and compensation alignment. A strong analytics mindset and AI tooling experience are key.

Qualifications

• 4+ years in Sales Operations or RevOps in B2B SaaS, fintech or analytics.
• Hands-on admin experience in Salesforce and HubSpot.
• Forecasting and pipeline management for a sales team of 15+ reps.
• Experience designing territories, quotas and compensation plans.
• Strong analytical skills with BI tools (e.g., Tableau, Power BI, Data Studio).
• Experience integrating AI tools such as Claude for insights.

Responsabilités

• Administer, optimize, and maintain Salesforce and HubSpot.
• Design data flows and dashboards for bookings, pipeline, win rates, and churn.
• Own weekly forecast process and cadence with sales leaders.
• Support territory design, quotas, and compensation planning.
• Collaborate with Finance on commissions and planning.

Connaissances

Salesforce administration

HubSpot administration

Forecasting & pipeline management

Territory design & quota setting

Data analysis / BI tools

AI tools integration (Claude)

Clear communication

Builder mindset

Outils

Salesforce

HubSpot

BigQuery

Data Studio

Tableau

Power BI

Excel

Google Sheets

Description du poste

The opportunity

We are hiring a dedicated Sales & Revenue Operations Lead to design, build, and maintain the go-to-market ecosystem of systems, data and processes across the customer life cycle. At our stage and speed of growth the need for performance intelligence, monitoring and reporting, scenario planning, and so forth is a critical component to our successful scale and growth. You will be the connective tissue within and between the GTM teams, creating visibility within the sales engine and across the customer life cycle.

Success in this role means the ability to create, maintain, and advise leaders with accurate, timely, and actionable information and insights.

What you’ll do

CRM, Systems, Data and Tools

• Administer, optimize, and maintain Salesforce and HubSpot.

• Design the flow of data from and into best-in-class tools to create intelligence tracking, monitoring, dashboarding, reporting, etc.

• Integrate all components of the tech stack, data environment, etc.

• Successfully integrate and utilize Claude.

• Maintain data hygiene standards, field governance and user permissions.

Forecasting and pipeline management

• Own the weekly forecast process and cadence, partnering with sales leaders to improve accuracy quarter over quarter.

• Support sales leaders and seller pipeline and deal reviews.

• Support and generate board materials for CRO.

Reporting and analytics

• Design, build, and implement dashboards covering bookings, pipeline, win rates, sales cycle, ACV, churn and net revenue retention.

• Create real-time dashboards for C-Level monitoring of Sales Performance.

• Turn data into recommendations: where deals stall, which segments convert, and where to invest headcount.

Planning, Scaling, Compensation, etc.

• Support annual and quarterly planning: territory design, account segmentation, quota setting and capacity models.

• Work with Finance, ensuring accurate and timely commission payouts, etc.

Process and Adherence

• Work with sales teams to ensure CRM process, integrity and management is maintained and consistent across all sellers and teams.

• Document processes and train the GTM team on tools, rules of engagement and best practices.

What you bring

• 4+ years in Sales Operations, Revenue Operations or a closely related role, ideally in B2B SaaS, fintech or data and analytics companies selling to financial institutions.

• Hands-on admin-level expertise in Salesforce, HubSpot; you can build flows, reports and objects yourself.

• A track record of owning forecasting and pipeline management for a sales team of 15+ quota-carrying reps.

• Experience designing territories, quotas and compensation plans, and running annual planning.

• Strong analytical skills, including advanced Excel or Google Sheets and comfort with BI tools (e.g., Google’s Big Query, Data Studio, Tableau, Power BI, etc).

• Strong experience integrating and using AI tools such as Claude to create best-in-class results and insights.

• Clear communication with both reps and executives; you can say no with data and still keep the room.

• A builder’s mindset: you are comfortable creating structure where little exists.

Strongly Preferred

• Salesforce Administrator certification and HubSpot certifications.

• SQL skills for pulling and modeling your own data.

• Prior experience as the first RevOps hire at a scaling company, or managing a small operations team.

• Exposure to both new-business and expansion/renewal motions, especially with banks, credit unions or auto lenders.

Location and work arrangement

We prefer this role be based in our San Diego office but will also consider exceptional remote candidates in the U.S. who can travel to San Diego as required by the CRO.

Compensation and benefits

We offer competitive compensation based on experience and locality. This role includes a base salary plus bonus and equity. In addition, Point Predictive offers the following to its employees:

• 401(k)
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off

About Point Predictive

Point Predictive is an AI company on a mission to eliminate fraud in the lending ecosystem. Our technology helps banks, auto lenders, credit unions, and finance companies identify which borrowers are misrepresenting information on loan applications — enabling smarter, faster lending decisions.

We serve more than 650 customers and have built a proprietary risk intelligence platform from over $5 trillion in historic loan originations. Our clients are the most sophisticated lenders in the auto, bank, credit union, and fintech markets. Our solutions deliver proven results at enterprise scale: up to 80% auto-approval rates on qualified applications, with fraud detection that traditional methods miss entirely.

We are a focused, fast-moving team headquartered in downtown San Diego. This role is in-person — we believe great work happens in the same room, and our culture reflects that.

Job Type: Full-time

Pay: From $130,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Tagged as: BigQuery, Compensation Design, CRM Administration, Data Analysis, Deal Desk, Excel, Forecasting, HubSpot, Pipeline Management, Power BI, Quota Setting, Salesforce, SQL, Tableau, Territory Planning