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Jobs/Revenue Accountant Role/redoxengine - Redox - Revenue Operations Analyst / Salesforce Administrator
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redoxengine - Redox - Revenue Operations Analyst / Salesforce Administrator

Remote2w ago
RemoteMidWWSoftwareRevenue AccountantSystems AdministratorSales EngineerSalesforceOutreachReportingB2BGoogle Sheets

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Requirements

• 3+ years of experience in Revenue Operations, Sales Operations, or Salesforce Administration in a B2B SaaS environment • Salesforce Administrator certification or equivalent hands-on experience • Strong Salesforce reporting skills — comfortable building complex reports, dashboards, and filtered views without hand-holding • Working knowledge of Salesforce CPQ • Experience supporting a sales team's operating rhythm (pipeline reviews, forecasting, data hygiene) • Solid analytical skills — you can pull data, spot issues, and clearly communicate what you're seeing • Detail-oriented with a bias toward accuracy and follow-through • Comfortable managing competing requests and prioritizing in a fast-paced environment • Clear communicator who can work effectively with sales reps, managers, and cross-functional partners • Experience in a startup or high-growth environment, ideally in healthcare technology • Familiarity with integration and automation tools like Zapier • Experience with data cleanup and deduplication tools (e.g., Ringlead) • Comfort with Google Sheets or Excel for ad hoc analysis alongside Salesforce reporting • Experience supporting commission or comp plan data validation • ## Software Platform / Tools • Required: Salesforce (admin-level), Salesforce CPQ, HubSpot, Outreach, ZoomInfo • Preferred: Gong, LinkedIn Sales Navigator, Zapier, Ringlead, Catalyst

Responsibilities

• Build and maintain Salesforce reports and dashboards for pipeline reviews, forecast calls, QBRs, and leadership reporting • Pull and prep data for weekly and monthly operating cadences; ensure reporting is accurate and delivered on time • Own pipeline hygiene by proactively identifying issues, driving accountability with reps, and improving underlying processes to prevent recurring problems — flag stale opportunities, missing fields, and data quality issues; follow up with reps and managers to resolve • Track funnel metrics (lead-to-opportunity, stage conversion, win rates) and rep attainment; surface trends and anomalies • Analyze data to identify trends, risks, and opportunities; proactively surface insights to GTM and Finance stakeholders • Contribute to ongoing improvements in Salesforce configuration to support evolving business needs — manage user setup, permissioning, profiles, roles, page layouts, fields, validation rules, and automation (flows) • Support the quote-to-cash process in Salesforce CPQ — assist with quote creation, product catalog updates, pricing rules, and troubleshooting approval workflows • Maintain lead routing, assignment rules, and MQL-to-SQL handoff processes • Support data enrichment and deduplication efforts to maintain data integrity across systems • Manage integrations and day-to-day operations of GTM tools, including HubSpot, Outreach, ZoomInfo, Gong, and LinkedIn Sales Navigator • Handle user onboarding/offboarding, access requests, and first-line troubleshooting across revenue systems • Maintain system documentation, process guides, and training materials; support ongoing team enablement • Assist with renewal tracking and ensure renewal pipeline data in Salesforce is current and accurate • Help ensure Salesforce data aligns with what finance needs for bookings, billing, and commission calculations • Partner with RevOps and GTM stakeholders to support improvements to systems and processes • Salesforce is consistently maintained as a reliable source of truth across GTM and Finance • Reporting is accurate, timely, and increasingly automated where appropriate • Data quality issues and process gaps are proactively identified and addressed in partnership with RevOps leadership • Stakeholders rely on you for accurate data, thoughtful analysis, and well-informed recommendations • Please keep reading... • Research shows that while men apply to jobs when they meet an average of 60% of the criteria, women and other marginalized folks tend to only apply when they check every box. So if you think you have what it takes, but don't necessarily meet every single point on the job description, please still get in touch. We'd love to have a chat and see if you could be a great fit. https://hbr.org/2014/08/why-women-dont-apply-for-jobs-unless-theyre-100-qualified

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