Senior Revenue Operations Analyst

Convera; New York (NY); On-site; USD 120,000 - 160,000; Full time

Job summary

Convera is seeking an experienced Sales Operations Lead to drive productivity for our GTM organization. You will define requirements and implement global processes and Salesforce-based reporting while transforming the CRM and tech stack.

This role bridges GTM, marketing, product, and technology to improve performance and data-driven decision making. The ideal candidate has 5+ years in B2B sales/marketing ops, strong Salesforce experience, and a proven track record in pipeline forecasting, lead

Qualifications

• 5+ years of experience in B2B sales or marketing operations.
• 3+ years of experience with advanced Salesforce use cases.
• Mastery of B2B sales and marketing best practices around lead management, territory management, pipeline forecasting, and CRM.

Responsibilities

• Define business requirements and implementations for processes and programs across global revenue functions.
• Lead the implementation of a globally consistent sales process as part of the Salesforce/CRM transformation.
• Support reporting and user experience including pipeline performance, forecasting, and territory management.
• Oversee CRM roadmap development—fields, objects, layouts, and record types in Salesforce.
• Gather requirements, develop reports, automate processes, and analyze data.
• Collaborate with Sales Enablement to drive adoption of new capabilities, releases, and processes.

Skills

B2B sales processes

GTM operations

Data analysis

Cross-functional collaboration

Tools

Salesforce

Job description

What We Are Looking For & Ideal Candidate

Convera is seeking an experienced and motivated Sales Operations Lead to deliver programs and capabilities that drive productivity for our GTM organization. This highly visible and global role requires a leader with a deep knowledge of modern B2B sales processes and motions and a proven record of successfully implementing these practices to improve sales performance. The Sales Operations Lead will define business requirements and collaborate cross-functionally to implement programs and solutions across a suite of productivity platforms. Central to this role is serving as a bridge across GTM, marketing, product, and technology to drive a strategic initiative to transform the Convera CRM and implement a modern sales and marketing technology stack. In addition, the Sales Operations Lead will be a key contributor to processes, data, and analysis to support GTM performance and productivity across industry segments, markets, and product lines. The ideal candidate brings exceptional data analysis capabilities, strong program management skills, and an ability to communicate complex issues and challenges in a manner that is clear and easy-to-understand.

Responsibilities

• Define business requirements and implementations for new and existing processes and programs across the global revenue functions (GTM, marketing) for both direct and indirect business models.
• Lead the implementation of a globally consistent sales process as a key contributor to the Convera CRM transformation.
• Support business leaders in the strategy, design, delivery of Salesforce-based reporting and user experience including pipeline performance insights, forecasting, and territory and portfolio management.
• Oversee and provide direction on the implementation of the CRM roadmap; including new functionality, objects, fields, formulas, page layouts, and record types in our global CRM (Salesforce).
• Drive project prioritization and business requirements gathering with technical teams leveraging agile development best practices; attend sprint retrospectives to ensure programs are completed with high standards.
• Gather and refine business requirements to develop reporting, automate, and document processes and analyze data.
• Collaborate with Sales Enablement to develop and drive adoption plans for new capabilities, releases, and processes.

Basic Qualifications

• 5+ years of experience in B2B sales or marketing operations with direct responsibility for the processes, people, and technology to support scaled sales and marketing motions.
• 3+ years of experience with advanced Salesforce use cases; certified Salesforce users/administrators are preferred.
• Mastery of B2B sales and marketing best practices around lead management, territory management, pipeline forecasting, and CRM.

Preferred Qualifications

• Creative problem-solver with a growth mindset; actively and intuitively seeks ways to simplify process and improve performance
• Demonstrated sound business judgment and the ability to think strategically about a quickly growing business alongside the interest and ability to dive into tactical details
• Strong analytical and quantitative skills; ability to use research, hard data and metrics to challenge assumptions, generate credible forecasts, and solve problems
• Comfortable with ambiguity - able to set strategic direction and execute effectively in a global, matrixed organization
• Exceptional written and verbal communication skills, capable of owning and writing complex documents and presenting/influencing VP+ stakeholders

LOCATION

• The ideal candidate would be based in Peterborough, London, or New York

About Convera

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories.

Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.