The Senior Revenue Systems & Reporting Analyst supports sales operations, maintains Salesforce/CPQ systems, and drives visibility of revenue performance through reporting and collaboration across departments.
We’re looking for a self-driven and strategic Senior Revenue Systems & Reporting Analyst to join our lean but high-impact Revenue Operations team. This role is essential in maintaining and evolving our GTM systems and reporting infrastructure, supporting day-to-day sales operations, and driving cross-functional visibility into our pipeline, bookings, churn, and revenue performance.
This is a high-autonomy IC role that requires strong Salesforce/CPQ technical skills, a deep understanding of B2B SaaS GTM workflows, and a strong partnership mindset. You’ll report to the CFO and partner closely with Sales, Deal Desk, and Billing—serving as the internal systems owner for Salesforce and related GTM tools.
Key Responsibilities
- Act as the primary Salesforce and CPQ admin, executing system changes, implementing configuration updates, and maintaining documentation
- Own and evolve the Revenue Operations dashboard, surfacing key insights to Sales and Executive teams around pipeline, bookings, churn, and net ARR performance
- Lead the weekly Revenue Growth Call: prepare reports, visualize trends, and guide data-driven discussions with Sales and Finance leadership
- Build and maintain recurring and ad-hoc reports for the CFO and CRO, including ARR forecasts and performance summaries like those used in board and FP&A presentations
- Partner with our Senior Deal Desk Specialist to: Streamline quote processing and CPQ configurations, improve quote templates, DocuSign formatting, and sales order accuracy, and ensure end-to-end data consistency from quote to billing to revenue recognition
- Intake and triage GTM systems-related requests across the Sales, CS, and Finance orgs
- Identify and resolve Salesforce/CPQ issues and lead continuous improvement initiatives, including error reduction, automation, and documentation
- Support upcoming CPQ upgrade or system transition planning and implementation
- Maintain high standards of data integrity across all GTM systems
Qualifications
- 5–7+ years of experience in Revenue Operations, Sales Systems, or Salesforce administration in a B2B SaaS environment
- Salesforce Admin Certification required; Salesforce App Builder or CPQ Specialist certification a plus
- Strong hands-on experience with Salesforce CPQ and Advanced Approvals
- Demonstrated experience supporting executive stakeholders and partnering cross-functionally
- Experience with GTM tool stack (e.g., ZoomInfo, Marketo, Zendesk, RingLead)
- Proven ability to work independently and take ownership of technical execution
- Strong analytical and reporting skills, including experience managing executive-facing dashboards and ARR reports
- Excellent verbal and written communication skills, with the ability to translate complex data into actionable insights
- Bonus: Exposure to backend development (e.g., Apex), workflow automation, or scripting for Salesforce configuration
The base salary range for this role is $105,000 - $130,000 per year, depending on location, experience, and job related skills. This role is also eligible for an annual bonus up to 10% of base salary bringing the total target compensation range to $115,000 – $143,000.
In addition, Conversica offers: Flexible PTO and paid holidays, comprehensive health, dental, and vision coverage, 401(k), equity grants and a remote-first, collaborative work culture.
Top Skills
Apex
Cpq
Marketo
Ringlead
Salesforce
Zendesk
Zoominfo
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