Senior Revenue Operations Analyst driving reporting, analytics, and process optimization for Persona's growth. Collaborating across teams to enhance sales workflows and support data - driven decisions.
About the role
- Revenue Operations generalist owning GTM systems, integrations, and reporting infrastructure at Headspace. Collaborating across Sales, Customer Success, Marketing, and Finance to ensure revenue lifecycle accuracy.
Responsibilities
- Own Salesforce reporting and dashboard strategy to support GTM leadership, RevOps, Finance, and Executive Leadership.
- Partner with stakeholders to define and standardize revenue metrics, pipeline views, and lifecycle performance.
- Build and maintain reporting dashboards that connect Salesforce and downstream systems into executive-ready insights.
- Ensure reporting accuracy through strong data modeling and governance practices.
- Manage and maintain connections across the GTM tech stack, including Salesforce, HubSpot, NetSuite, Zoominfo, billing systems (e.g., Zone Billing), and Workato.
- Monitor system health, data syncs, and integration reliability; proactively identify and resolve issues.
- Partner with internal system owners and external vendors to troubleshoot, escalate, and remediate integration failures.
- Support the full GTM lifecycle across systems—from lead and opportunity management through contracting, billing, renewals, and expansions.
- Ensure consistent lifecycle stage definitions and data flow across Salesforce, HubSpot, Finance, and billing tools.
- Assist RevOps leadership in translating GTM process changes into scalable system updates.
- Build and optimize Salesforce Flows, validation rules, and automation to streamline GTM workflows.
- Maintain and enhance HubSpot workflows supporting lead routing, lifecycle progression, and marketing handoffs.
- Reduce manual work while preserving data quality, auditability, and operational clarity.
- Serve as a liaison between Revenue Operations and other system experts (Finance, Marketing Ops, IT, external consultants).
- Diagnose complex system and data issues that span multiple tools and teams.
- Provide clear, pragmatic recommendations when tradeoffs exist between speed, accuracy, and scalability.
- Build and maintain clear documentation, SOPs, and system runbooks for GTM processes and tooling.
- Ensure institutional knowledge is captured and transferable—not trapped in individuals.
- Support onboarding and enablement by making systems understandable and repeatable.
Requirements
- 5+ years of experience in Revenue Operations, GTM Operations, or a similar role in a B2B environment.
- Salesforce Administrator certification or equivalent hands-on experience serving as a primary Salesforce admin.
- Deep, practical experience working with:
- Salesforce
- HubSpot
- NetSuite
- Billing systems (e.g., Zone Billing or similar)
- Automation tools such as Workato, Make.com, Zapier
- Strong understanding of how revenue data flows across Sales, CS, Marketing, and Finance.
- Ability to independently troubleshoot systems and integrations without needing step-by-step direction.
Benefits
- base salary
- stock awards
- comprehensive healthcare coverage
- monthly wellness stipend
- retirement savings match
- lifetime Headspace membership
- generous parental leave
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