Offer summary

Qualifications:

5–7+ years of experience in Revenue Operations or Salesforce administration in a B2B SaaS environment., Salesforce Admin Certification is required; additional certifications like App Builder or CPQ Specialist are a plus., Strong hands-on experience with Salesforce CPQ and Advanced Approvals., Excellent analytical, reporting, and communication skills, with the ability to support executive stakeholders..

Key responsibilities:

Act as the primary Salesforce and CPQ admin, executing system changes and maintaining documentation.

Own and evolve the Revenue Operations dashboard to provide key insights to sales and executive teams.

Lead weekly Revenue Growth Calls by preparing reports and visualizing trends for data-driven discussions.

Build and maintain reports for the CFO and CRO, including forecasts and performance summaries.

Job description

We’re looking for a selfdriven and strategic Senior Revenue Systems & Reporting Analyst to join our lean but highimpact Revenue Operations team. This role is essential in maintaining and evolving our GTM systems and reporting infrastructure, supporting daytoday sales operations, and driving crossfunctional visibility into our pipeline, bookings, churn, and revenue performance.

This is a highautonomy IC role that requires strong SalesforceCPQ technical skills, a deep understanding of B2B SaaS GTM workflows, and a strong partnership mindset. You’ll report to the CFO and partner closely with Sales, Deal Desk, and Billing—serving as the internal systems owner for Salesforce and related GTM tools.

Key Responsibilities
Act as the primary Salesforce and CPQ admin, executing system changes, implementing configuration updates, and maintaining documentation
Own and evolve the Revenue Operations dashboard, surfacing key insights to Sales and Executive teams around pipeline, bookings, churn, and net ARR performance
Lead the weekly Revenue Growth Call: prepare reports, visualize trends, and guide datadriven discussions with Sales and Finance leadership
Build and maintain recurring and adhoc reports for the CFO and CRO, including ARR forecasts and performance summaries like those used in board and FP&A presentations
Partner with our Senior Deal Desk Specialist to: Streamline quote processing and CPQ configurations, improve quote templates, DocuSign formatting, and sales order accuracy, and ensure endtoend data consistency from quote to billing to revenue recognition
Intake and triage GTM systemsrelated requests across the Sales, CS, and Finance orgs
Identify and resolve SalesforceCPQ issues and lead continuous improvement initiatives, including error reduction, automation, and documentation
Support upcoming CPQ upgrade or system transition planning and implementation
Maintain high standards of data integrity across all GTM systems

Qualifications
5–7+ years of experience in Revenue Operations, Sales Systems, or Salesforce administration in a B2B SaaS environment
Salesforce Admin Certification required; Salesforce App Builder or CPQ Specialist certification a plus
Strong handson experience with Salesforce CPQ and Advanced Approvals
Demonstrated experience supporting executive stakeholders and partnering crossfunctionally
Experience with GTM tool stack (e.g., ZoomInfo, Marketo, Zendesk, RingLead)
Proven ability to work independently and take ownership of technical execution
Strong analytical and reporting skills, including experience managing executivefacing dashboards and ARR reports
Excellent verbal and written communication skills, with the ability to translate complex data into actionable insights
Bonus: Exposure to backend development (e.g., Apex), workflow automation, or scripting for Salesforce configuration
The base salary range for this role is $105,000 $130,000 per year, depending on location, experience, and job related skills. This role is also eligible for an annual bonus up to 10% of base salary bringing the total target compensation range to $115,000 – $143,000.
In addition, Conversica offers: Flexible PTO and paid holidays, comprehensive health, dental, and vision coverage, 401(k), equity grants and a remotefirst, collaborative work culture.