Be an Early Applicant
Omatic delivers purpose-built application integration solutions for social-impact organizations
The Role
Lead and scale revenue operations by translating strategy into systems, manage sales analytics, forecasting, and optimize lead lifecycle operations across Salesforce and HubSpot.
Summary Generated by Built In
Role Overview
Own and scale Omatic’s revenue operations function by translating company strategy into repeatable systems, processes, and insights that drive predictable growth across all revenue segments.
Sales Forecasting, Analytics & Reporting
Revenue Tech Stack Architecture & Requirements
Tactical Operations
Recruiting Points
Personal Competencies
Experience
Technical Skills
Desired Certification
Own and scale Omatic’s revenue operations function by translating company strategy into repeatable systems, processes, and insights that drive predictable growth across all revenue segments.
Sales Forecasting, Analytics & Reporting
- Develop and maintain sales analytics reports/dashboards and apply quantitative analysis/data visualization to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams
- Manage sales quota forecasting and partner with sales to lead territory planning
- Define and evolve operational performance metrics and resources
- Own the GTM forecasting inputs into FP&A, translating pipeline health, bookings pacing, retention trends, and capacity assumptions into consistent, system-driven forecast views
- Lead capacity, territory, and coverage planning analysis, incorporating AE ramp curves, quota deployment, productivity trends, account distribution, and whitespace to inform hiring, quota setting, and resource allocation
- Oversee bookings, retention, and churn modeling, synthesizing cohort behavior, renewal pipelines, expansion patterns, and leading risk indicators to support forward-looking revenue planning
- Set standards for AE performance reporting and analysis, ensuring consistent visibility into attainment, pipeline quality, deal mix, discounting behavior, and productivity versus expectations
Revenue Tech Stack Architecture & Requirements
- Turn business questions into clear Salesforce and Gong requirements, working closely with a Salesforce Admin, and designing clean stage flows, data rules, and reporting that reinforce the right sales behaviors
Tactical Operations
- Design and optimize lead lifecycle management from MQL to closed-won
- Demand & campaign operations: standardize UTM taxonomy, campaign naming, attribution (first, last, multi-touch), and cost capture across HubSpot and Salesforce; connect ad platforms, ingest and reconcile spend, and manage event/webinar operations and statuses
- Lead lifecycle, scoring, and governance: own lead/account scoring, segmentation, personas, tiers, and suppression rules; design and manage routing, recycling, SLAs, and clean automated handoffs between HubSpot and Salesforce
- Ensure scalable order-to-cash workflows in partnership with Finance and Sales Ops
- Define data quality standards and accountability across teams and apply data cleansing techniques to improve the quality and accuracy of contacts and accounts databases and develop processes
- Campaign operations and attribution: standardize UTM taxonomy, campaign naming, and member statuses; implement first/last touch plus multi‑touch attribution in HubSpot and Campaign Influence in Salesforce
- Lead lifecycle governance: build and manage routing and recycle rules; develop reports to govern acceptance SLAs; build and manage clean and automated handoffs between HubSpot and Salesforce
- Scoring and segmentation: build and maintain lead/account scoring, persona and tier models, and suppression rules
- Channel ops and cost capture: connect ad platforms, ingest spend to campaigns, reconcile cost fields in SF/HS; track event/webinar ops and statuses
- Process & Systems Architecture, Improvement, and Implementation
- Improve overall sales performance through process improvement, system enhancements and best practice sharing
- Facilitate Sales Leadership’s in understanding process bottlenecks and inconsistencies to implement data enrichment processes to improve sales team’s performance
- Assist in process improvement and manage all aspects of Salesforce CRM and Gong including workflow, reporting, data integrity and maintenance
- Engage and work with aligned operations teams and lines of business to achieve data needs and analysis results more effectively
- Partner with IT teams to understand new capabilities available in Salesforce and Gong and assist in training sales representatives to use these capabilities
Recruiting Points
Personal Competencies
- Strong analytical skills and engineering mindset with attention to detail
- Ability to think broadly with strong conceptual ability, with natural curiosity and propensity to learn rapidly
- Strong written and verbal communication skills
- Accustomed to working in a fast-paced environment
- Team oriented
- Incredibly strong work ethic
- Excellent interpersonal skills
Experience
- 5+ years work experience in Revenue Operations in a high-velocity sales environment
- Demonstrated experience partnering with senior Sales, Marketing, and Finance leaders
- Proven ability to lead through influence without direct reports
- Proven track record throughout career and education
- Proven experience in developing, building and delivering quantitative metrics in a preferred
- Direct experience in working with Salesforce
- In-depth understanding of key Nonprofit data and fundraising process and business flows a plus
Technical Skills
- Process modeling tools and best practices
- Project management tools and best practices
- Data modeling
- Systems analysis and design
- Advanced knowledge of Salesforce a plus
- Competency with relational databases and SQL queries
- Experience with visual analysis applications and sales intelligence software
- Proficiency Microsoft Excel, PowerPoint, and other Microsoft Office Applications
Desired Certification
- Bachelor's degree in Business, Mathematics, and/or Engineering or 5+ years’ experience in a related field
- Salesforce Sales/Service Cloud Consultant, Salesforce Administrator or Salesforce Developer a plus
Top Skills
Gong
Hubspot
Excel
Salesforce
SQL
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Omatic Software, named to Inc. Magazine’s Inc. 500 | 5000-America’s Fastest Growing Private Companies list for five years, provides integration solutions for subscriptions to unlock a nonprofit’s mission impact. Founded in 2002, Omatic works to transform the non-profit sector by democratizing data access and insight, setting data free for all social good organizations through the integration on nonprofit best-of-breed technology. We are uniquely placed to empower social good organizations with options and choices in their technology, transforming team time from data clean-up to data driven decisions and mission focus.
