Senior Revenue Operations Analyst – Latin America & Canada

The role, part of the Revenue Strategy and Operations Team, focuses on optimizing and continuously improving the end-to-end revenue process within Salesforce, ensuring alignment with business needs and maintaining data accuracy. Key responsibilities include integrating and managing CRM and revenue tools, overseeing the Lead-to-Cash process, and implementing automation to increase efficiency. The role also requires collaboration with sales, marketing, and partner teams, as well as designing an Order-to-Cash and Renewal-to-Cash process in partnership with accounting. Additionally, the position involves developing policies, documentation and playbooks, as well as reporting systems to drive data-based decision-making. The individual will also support the quoting process and contribute to forecasting alongside the Revenue Operations Manager.

ESSENTIAL JOB FUNCTIONS

• Support our GTM teams with Salesforce operations in a timely manner.
• Develop and maintain advanced reports, dashboards, and SaaS KPIs to give leaders visibility into pipeline health, revenue growth, and trends to provide actionable insights that drive data-based decision-making.
• Own parts of the forecasting process and different SaaS performance analytics.
• Collaborate closely with other marketing, partner and sales divisions teams.
• Identify and implement opportunities for automation across the revenue cycle to increase efficiency and reduce manual tasks. Leverage technologies to drive operational efficiencies.
• Lead the optimization and continuous improvement of the end-to-end revenue process from lead generation, orders, and renewals to cash within our CRM (Salesforce) to ensure the processes are aligned with Storyblok’s business needs.
• Monitor and maintain the accuracy of our Salesforce data to achieve high data integrity, in collaboration with our Technology team.
• Be responsible for a smooth Lead, Order to Cash process.
• Oversee the integration, optimization, and ongoing management of our CRM and other revenue-related tools, ensuring they support streamlined workflows and accurate data across different teams.
• Design with the accounting team an Order, Renewal to Cash process with the CRM and ERP.
• Collaborate with the sales enablement team and provide materials and information that supports training and enablement sessions for the go-to-market team.
• Support the quoting process, including complex customer quoting.
• Develop and maintain policies, processes and documentation.

EDUCATION AND EXPERIENCE

• 5 years of Experience in sales operations / revenue operations in a SaaS startup working with Salesforce.
• Deep understanding of the range of tools typically used by a fast-growing SaaS company including but not limited to Salesforce, Marketing Automation, Sales Automation, Data Enrichment, BI and Customer Data Management.
• Advanced skills in complex modelling (eg in Google Sheets or Excel), reporting, analysis, and forecasting techniques.
• Data-driven, highly analytical with excellent attention to detail.
• Strong creativity and problem-solving skills, with the ability to think ‘outside of the box’ when faced with challenges and willing to take the initiative to drive performance.
• Highly numerate, commercially aware and demonstrating great communication skills.
• Naturally inquisitive and driven by results and having an impact in the business.
• Experience with ERP systems (Netsuite preferred) and basic accounting skills.
• Experience with Data Visualization / dashboarding is beneficial (eg by using a BI tool like Sigma software or equivalent).