Responsibilities
- Serve as the primary operational and analytical contact for the Solutions & Services team, handling daily tasks such as reporting, data analysis, system integrations, and issue resolution.
- Partner with leadership to define, implement, and maintain standardized processes that ensure accurate data collection and operational consistency.
- Create and manage frameworks for tracking customer engagements, enabling clear visibility into activities from pilot programs to final video delivery.
- Develop and manage automated workflows using platforms like Zapier or Workato to minimize manual input, improve accuracy, and connect disparate systems.
- Manage and maintain the core technology stack, including Salesforce as the system of record and Planhat as the customer success platform.
- Build capacity planning models to help leaders understand team workload, utilization, and ability to meet incoming demand.
- Design and maintain reporting dashboards that track key metrics such as engagement volume, delivery performance, capacity health, and business outcomes.
- Support leadership with recurring analytical needs, including trend analysis, cohort performance, conversion rates from pilots to paid, and identifying risks or opportunities.
- Ensure data integrity and consistency across the revenue operations technology ecosystem, especially during transitions from pre-sales to post-sales stages.
- Collaborate with SalesOps and CSOps to streamline and track the handoff between pre-sales and post-sales functions.
- Work alongside the broader RevOps team to execute strategic initiatives and build scalable operational foundations.
Team
The Solutions & Services team sits at the intersection of Customer Success, Sales, and Product. The role reports to the VP of Revenue Operations and works directly with the Solutions & Services team.
