Resumen del rol

Revenue Workflow Engineer

Requisitos y responsabilidades

Contenido del rol extraído en secciones para revisar más rápido.

Details

  • Support day-to-day revenue workflows across Salesforce and related GTM systems
  • Build lightweight automations, structured templates, and repeatable processes that reduce manual work
  • Create and test AI-assisted workflows for account research, CRM updates, customer summaries, and pipeline insights
  • Review AI-generated outputs for accuracy, clarity, and usefulness
  • Help maintain clean, accurate account, contact, opportunity, and customer data
  • Build and update reports, dashboards, spreadsheets, and operating views for GTM teams
  • Analyze revenue data to spot trends, gaps, risks, and process issues
  • Partner with Sales, Customer Success, Marketing, Product, Finance, and RevOps on process improvements
  • Troubleshoot workflow issues independently, then escalate with clear context and a recommendation
  • Translate business questions into clear analysis using spreadsheets, CRM reports, SQL, or BI tools
  • Learn how revenue systems connect, then help make those connections cleaner and easier to use
  • Forecasting: Improve the weekly forecast process by cleaning Salesforce data, tracking pipeline movement, and helping leaders understand what changed
  • Value workflow replacement: Help rebuild the Mediafly Value Prompter workflow into a lighter, more accurate, and more maintainable process
  • Weekly pipeline meetings: Own the prep, notes, follow-ups, and reporting that make pipeline reviews useful and consistent
  • Lead signal consolidation: Combine signals from 6sense, ZoomInfo, LinkedIn Sales Navigator, Salesforce, and other tools into a weekly leads report
  • Prospecting alerts: Create dashboards and alerts that highlight accounts Sales should prioritize based on buying signals and account fit
  • 0–2 years of experience in operations, data analysis, systems work, computer engineering, or a related internship or project
  • Strong analytical skills and comfort working with spreadsheets, structured data, and business metrics
  • A self-starter who can take a vague problem, define the next step, and make progress independently
  • An engineering mindset. You break problems down, test assumptions, document decisions, and improve the system
  • High attention to detail. You catch messy data, unclear handoffs, and broken processes
  • Strong written communication skills. You can explain what changed, what matters, and what should happen next
  • Comfort learning new tools quickly, especially CRM, reporting, automation, and AI tools
  • A builder mindset. You like turning repeat work into cleaner workflows
  • Strong ownership. You follow through, ask good questions, and raise issues with context
  • Comfort with ambiguity. You can start with imperfect inputs and create structure as you go
  • Interest in AI-assisted workflows, automation, and modern GTM systems
  • Ability to travel under 10%
  • Internship, coursework, or project experience with Salesforce, HubSpot, spreadsheets, SQL, BI tools, or automation tools
  • Experience building dashboards, trackers, internal tools, scripts, or lightweight automations
  • Familiarity with Python, JavaScript, APIs, Zapier, n8n, Clay, or similar tools
  • Experience using AI tools to summarize information, clean data, research accounts, or improve workflows
  • Exposure to Sales, Customer Success, Marketing, Finance, or RevOps teams
  • Interest in developer tools, cloud infrastructure, enterprise software, or open-source technology
  • A portfolio, school project, side project, or work sample that shows how you solve problems with data and systems

Our use of AI in hiring

  • Ashby helps us review inbound applications by surfacing candidates who best match the role requirements we've defined. This tool does not make hiring decisions - it helps our team prioritize which applications to review first.
  • Granola takes notes during our interview calls so our team can focus on the conversation with you.
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FocoSales OperationsÁrea del rol
Señal de seniorityNivel abiertoNivel del candidato
StackJavaScript, Python, SalesforceSkills principales
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