
RevOps Systems & Tooling
WorkOSPosted 2/28/2025

RevOps Systems & Tooling
WorkOS
Job Location
Job Summary
RevOps Systems & Tooling role at WorkOS involves architecting and operating commercial tools for seamless integration, automation, and data hygiene across various platforms. The successful candidate will work closely with Sales, Marketing, and Customer Success teams to improve efficiency, reduce manual work, and support outbound expansion. Responsibilities include managing CRM and tech stack management, building and maintaining dashboards and reports, and optimizing sales and GTM processes. Strong Salesforce expertise, experience in GTM tool orchestration, and data-driven mindset are required. WorkOS offers competitive pay, substantial equity grants, healthcare insurance, parental leave, and remote working arrangements.
Job Description
📌 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