Revenue Operations, Technology Lead

Udacity is now part of Accenture and exciting things are happening! We are rapidly scaling across the globe and actively seeking a Manager of Revenue Operations - Technology to drive operational excellence across our revenue processes. In this critical role, you will be accountable for implementing and optimizing our business infrastructure. Acting as the primary Salesforce Administrator and SFDC liaison between Sales, Finance, CS, and Data teams, you will identify opportunities to enhance operational efficiency and ensure that our systems meet the needs of the business. Our ideal candidate is a certified Salesforce Administrator with deep experience managing cross-functional business processes, leading large-scale transformation projects, and driving user adoption. Strategically oriented, this individual will be able to identify opportunities for improvement, and execute them. 

Location: This is a remote based role to be hired in the United States. Ideally, we'd like someone local to the San Francisco Bay Area near our corporate HQ for occasional in-person collaboration opportunities. Relocation will not be offered.

What you’ll do:

Revenue Technology Stack Ownership

• Primary owner of Sales & Customer Success facing technology stack, including SFDC.
• Define and maintain the Salesforce product vision, strategy, and roadmap aligned with business goals.
• Prioritize the development backlog based on stakeholder input, business impact, and technical feasibility.
• Serve as the key decision-maker for feature prioritization, enhancements, and upgrades.
• Manage the relationship with Salesforce, collaborating with key contacts and internal stakeholders to manage contracts, licenses, and technical requirements.
•  Leverage a JIRA service desk ticketing system to prioritize tasks and track deliverables.

Stakeholder Engagement

• Collaborate closely with key stakeholders (e.g., Direct Sales, Channel Sales, Marketing, Product, Finance, Data Insights) to gather and refine business requirements.
•  Act as the main point of contact for Salesforce-related inquiries, providing guidance and strategic insights.
• Conduct regular stakeholder meetings and workshops to align Salesforce initiatives with business priorities.

User Adoption & Training

• Implement communication strategies, end-user support materials, and training programs developed with partner teams to drive user adoption of new processes.
• Actively monitor and gather user feedback to make iterative improvements and enhance the overall user experience.
• Champion Salesforce within the organization, fostering a culture of continuous improvement.

Data Management & Forecast Reporting

• Ensure data integrity within Salesforce by collaborating with data management teams to establish data entry, reporting, and analytics standards.
• Create and manage dashboards, reporting structures, and KPIs to provide actionable insights to stakeholders.
• Deliver timely and accurate data insights to support and drive weekly forecasting efforts and ensure forecast alignment across the team.

Market & Technology Awareness

• Stay informed of Salesforce system updates, emerging trends (e.g., AI), and industry best practices to drive continuous product improvement.
• Evaluate and recommend third-party tools, integrations, and solutions that complement the Salesforce ecosystem.

What we value:

• 5+ years experience in Sales Operations, Revenue Operations, and/or Systems Implementation/Management in a high-growth SaaS company.
• Salesforce mastery: complex dashboards and reports, custom report types, calculated fields, workflows. Process driven with Salesforce Administration certification is strongly desired
• Proven experience managing sales and marketing systems implementation, data, and business process design with strong project management and stakeholder management skills
• Experience with best-in-class CRM and related tools in the Marketing, Sales, and Customer Experience tech stack for SaaS companies (e.g., Marketo, Apollo, Fathom, Google Cloud, Sales Navigator, Highspot)
• Excellent written & verbal communication skills at C-suite level
•  Understanding of key SaaS Sales, Marketing, and Customer Experience concepts, and how they work in practice (e.g., solution selling).
•  Ability to conceptualize business processes, clearly identify pain points, and recommend system changes to support those processes.
• Understanding of lead-to-opportunity and price-to-bill processes at a SaaS company
• Deep understanding of Marketing Automation and Salesforce, and how data flows between them
• Proficiency with SQL, BI/Analytics tools, and CPQ platforms is a plus