Revenue Technology Partner

New
V
VestwellFinTech
For exceptional candidates, we're open to hiring this role fully remote.Full-TimeMiddle
Salary90,000 - 105,000 USD per year
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Job Details

Experience
4+ years of experience in Revenue Operations, Sales Operations, Data Operations, or a related analytical or technical role
Required Skills
SQLSalesforceJiraMicrosoft ExcelGoogle Sheets

Requirements

  • Have 4+ years of experience in Revenue Operations, Sales Operations, Data Operations, or a related analytical or technical role.
  • Demonstrate a track record of independently owning projects.
  • Have experience managing large volumes of data accurately, including loading, cleaning, and validating data sets.
  • Have advanced Salesforce proficiency; admin-level experience is preferred, including flows, reports, and dashboards.
  • Have hands-on experience with a broad range of software tools and the ability to learn new platforms quickly.
  • Have daily experience using AI tools for analysis, automation, or documentation, and sound judgment about verifying outputs.
  • Have experience managing a Jira board or similar work management system, including backlog prioritization and sprint or deployment cycles.
  • Be proficient in Excel or Google Sheets, including pivot tables and lookups; SQL or similar data skills are strongly preferred.
  • Be able to analyze complex data sets and present actionable insights to leadership.
  • Have experience building and managing sales automation and CRM tools such as Salesforce, HubSpot, Salesloft, Outreach, LeanData, ZoomInfo, or RingLead.
  • Demonstrate strong organization, attention to detail, documentation, prioritization, and time management.

Responsibilities

  • Own RevTech workstreams from intake and scoping through build, testing, deployment, and post-launch validation.
  • Manage data tables, large data loads and migrations, validation checks, documentation, and data quality issues.
  • Own the RevTech Jira board, including intake, triage, prioritization, sprint planning, grooming, and status reporting.
  • Plan projects as scoped tickets with requirements, dependencies, and acceptance criteria; manage priorities, timelines, and delivery reporting.
  • Build and maintain reports, dashboards, and analyses, interpreting data and making recommendations to business leaders.
  • Evaluate and administer business and data tools; use AI and automation for analysis, data preparation, documentation, and workflow design while validating outputs.
  • Design, document, and implement scalable workflows and integrations that reduce manual work.
  • Administer and optimize Salesforce and connected tools, including user administration, data integrity, and integrations.
  • Manage territory structures, assignment logic, list loads, and routing; test routing flows, validate outcomes, document exceptions, and escalate governance decisions.
  • Advise stakeholders across Sales, Marketing, Product, and leadership, communicating updates, trade-offs, and recommendations.
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90,000 - 105,000 USD per year
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