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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