Architect and operate commercial tools, ensuring integration, automation, and data hygiene across multiple systems while improving efficiency and supporting expansion.
About WorkOS 🚀
WorkOS builds tools and services for developers to help them implement authentication, identity, authorization, and overall enterprise readiness. We’re a fully distributed team with employees across North American time zones. We’re well-funded, having raised $100m in funding from top investors including Greenoaks Capital, Lachy Groom, and Lightspeed Ventures. Our fast-growing customer base includes rapidly growing SaaS companies like OpenAI, Cursor, Perplexity, Vercel, Plaid, and hundreds of others
🎯 About the Role
As RevOps Systems & Tooling, you will be the architect and operator of our commercial tools, ensuring seamless integration, automation, and data hygiene across Salesforce, Apollo, HubSpot, Koala, and more. You’ll work closely with Sales, Marketing, and Customer Success to improve efficiency, reduce manual work, and support our outbound expansion.
This is a high-impact role in a scaling startup, giving you the opportunity to build, optimize, and scale RevOps from the ground up
📌 Responsibilities
- 🛠 CRM & Tech Stack Management • Administer and optimize Salesforce, ensuring data integrity, automation, and process standardization. • Manage integrations between Sales, Marketing, and Customer Success tools (e.g., Apollo, HubSpot, Koala, Salesforce). • Identify inefficiencies in the sales process and implement automation workflows to streamline pipeline management.
- 📊 Data & Reporting • Build and maintain dashboards & reports to provide GTM teams with real-time insights into pipeline, conversion rates, and revenue trends. • Maintain data hygiene & governance across systems, ensuring accurate forecasting and revenue tracking. • Own the lead and opportunity lifecycle tracking, ensuring smooth handoffs between SDRs, AEs, and CSMs.
- 🚀 Sales & GTM Process Optimization • Support outbound sales expansion by optimizing lead routing, account scoring, and AI-driven prospecting. • Implement automated pipeline hygiene processes to minimize manual Salesforce updates. • Evaluate and optimize the pricing workflow to reduce inefficiencies when switching rate cards. • Streamline Inbound Demo Request workflow
- 🔄 Cross-Functional Collaboration • Partner with Sales, Marketing, and Customer Success to identify pain points and implement scalable solutions. • Work closely with Finance to streamline contract management, CPQ (Configure, Price, Quote), and revenue reporting. • Provide training & documentation on RevOps tools and processes for GTM teams.
✅ Requirements
- 4+ years of experience in Revenue Operations, Sales Operations, or GTM Operations.
- Strong Salesforce expertise (admin-level skills preferred).
- GTM Tool Orchestration: Clay or Cargo or similar tools.
- Experience managing a GTM tech stack including Salesforce, HubSpot, Apollo/Outreach, Koala/6sense, and call recording tools (Gong/Chorus/Attention.io).
- Data-driven mindset—comfortable with reporting, dashboards, and automation.
- Strong problem-solving and process improvement skills.
- Experience in a high-growth startup or scaling B2B SaaS company is a plus!
- SQL is a plus
Benefits (US Only) 💖
At WorkOS, we offer resources that emphasize personal and familial well-being. We offer healthcare coverage for you and your family, including medical, dental, and vision. We offer parental leave, paid-time off and fully remote working arrangements.
Benefits include:
- Competitive pay
- Substantial equity grants
- Healthcare insurance (Medical, Dental and Vision) for you and your family
- 401k matching
- Wellness and fitness monthly allowances
- PTO + paid holidays + unlimited sick leave
- Autonomy and flexibility with remote work
Equal Opportunity Employer
WorkOS is an equal opportunity employer, committed to diversity and inclusiveness. We will consider all qualified applicants without regard to race, color, nationality, gender, gender identity or expression, sexual orientation, religion, disability or age.
Top Skills
Apollo
Hubspot
Koala
Salesforce
WorkOS San Francisco, California, USA Office
San Francisco, San Francisco, CA, United States
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