What You'll Do
- Audit and streamline CRM structure to improve usability, required-field compliance, and overall data integrity.
- Build and maintain pipeline, funnel, and attainment dashboards that give GTM leaders visibility into performance.
- Maintain Salesforce routing, account ownership, and territory logic; manage inbound round robins and assignment rules already in place.
- Manage integrations across Gong, Outreach, Docusign, Catalyst, Pylon, Apollo, Chili Piper and Salesforce to ensure clean data flow.
- Design process automation for AE to AM handoffs, churn workflows, playbook triggers, CPQ, Quote to Cash, and closed-won routing.
- Support comp reporting and SPIFF dashboards for visibility into ARR goals and performance.
- Optimize the QBR process using BI and AI tooling to reduce manual prep, standardize metrics across teams, and deliver executive-ready insights in real time.
- Over time, expand into strategic planning: segmentation design, process governance (MEDDICC, approvals, rules of engagement), and tool-stack strategy.
- Partner with leadership to develop KPI frameworks, self-serve analytics, and cross-departmental insights.
What You'll Bring
- 3–5 years in Revenue Operations, Sales Ops, or GTM Systems roles.
- Deep understanding of Salesforce administration, reporting and GTM automation tools.
- Strong analytical mindset; comfortable building dashboards and translating business questions into data stories.
- Proven ability to balance detail and big-picture thinking, operational precision now, strategic scale later.
- Proven data structure with AI tools such as Clay and other available on the market
- Excellent communicator who can collaborate across Sales, Success, and Marketing.
- Curiosity to evolve from execution to strategy with an eye for designing the future of RevOps at Finch.
Success Looks Like
- Clean and reliable CRM data powering confident forecasting and funnel visibility.
- Seamless routing, automation, and reporting that save GTM teams time.
- Ensure strength in a fully connected GTM tech stack with strong adoption and accuracy.
- Standardized QBR and KPI dashboards that leadership trusts.
- Over time, ownership of strategic planning, segmentation, and RevOps frameworks that shape Finch’s GTM strategy.
What We Offer
- Competitive equity with a 10-year exercise window
- Full medical, dental, and vision coverage (100% for employees, 85% for dependents)
- Unlimited PTO (with a 3-week minimum)
- 401(k) plan
- Regular team offsites and meetups
