Senior Finance Manager at FieldAI's Irvine team, responsible for GTM finance and revenue operations. Overseeing sales partnerships, financial forecasting, and strategic planning.
About the role
- Revenue Operations Systems Administrator at Passport optimizing Salesforce and GTM tools for efficiency and business alignment. Collaborating with teams to enhance reporting, automation, and data quality.
Responsibilities
- Administer and optimize Salesforce, Gong, and other GTM tools to ensure high system performance, data integrity, and business alignment.
- Design and implement scalable automations, flows, and customizations to meet evolving business needs.
- Identify key business metrics, design dashboards and ensure team alignment.
- Design and deliver reports and dashboards that provide actionable insights into GTM performance and pipeline health.
- Collaborate with revenue stakeholders to understand pain points, scope solutions, and proactively drive business impact.
- Own and evolve our RevOps tool ecosystem, serving as the systems steward for integrations and other applications.
- Maintain technical documentation and drive adoption of best practices across users and teams.
- Manage user roles, profiles, and security settings in compliance with internal policies.
- Drive continuous improvement by identifying inefficiencies, proposing enhancements, and executing roadmap projects.
- Lead system audits and data hygiene efforts to ensure our CRM supports accurate reporting and compliance.
Requirements
- 4+ years of experience in Revenue Operations, Salesforce Administration, or other related technical operations role
- Proficiency in Salesforce Sales Cloud
- Familiarity with GTM platforms and Integrations (e.g., HubSpot, Gong, Ironclad, Looker, Pursuit, NetSuite)
- Strong understanding of data governance, compliance and Salesforce best practices
- Experience building reports and dashboards using Salesforce and analytics tools
- Excellent troubleshooting and problem-solving skills with high attention to detail
- Effective communicator with a collaborative approach across GTM stakeholders
- Salesforce Administrator certification
- An aptitude for problem solving
- Ability to communicate effectively
Benefits
- Competitive salary
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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