Revenue Operations Specialist

About Presence

Presence is the leading provider of teletherapy solutions for children with diverse needs. Through our award-winning technology, Presence connects speech-language pathologists, school psychologists, occupational therapists, and mental health specialists to schools, districts, and organizations nationwide. Our growing network of 2,000+ clinicians has delivered over 7 million teletherapy sessions to K-12 students.

We are a remote-first, distributed workforce of 200+ corporate employees, headquartered in New York. We place a high value on “cameras on” engagement, schedule coordination and cross-functional communication to stay connected with each other when working in different places. Many roles require travel to create opportunities to engage in-person with our school partners, our clinicians, and each other.

About this role

At Presence, we believe that accurate reporting and actionable insights are essential to driving smarter decisions and helping more students access the services they need. We’re looking for an analytical, proactive Revenue Operations Data Analyst to support our Sales and Customer Success teams by building scalable dashboards, maintaining clean data, and uncovering trends that drive revenue growth.

In this role, you’ll be responsible for designing and maintaining Salesforce reports and dashboards that enable revenue leaders to monitor key performance metrics, track team productivity, and identify opportunities to optimize the sales cycle and customer journey. You’ll work across systems and datasets to turn complexity into clarity—delivering insights that fuel strategic decisions and operational improvements.

The ideal candidate is data-savvy, detail-oriented, and solution-driven. You enjoy solving problems, improving business processes, and transforming raw data into meaningful insights. This is an individual contributor role—perfect for someone excited to grow within the Revenue Operations function and make an immediate impact through data and process excellence.

Primary responsibilities:

• Build and own reporting & dashboards: Design, maintain, and improve scalable dashboards and reports in Salesforce, Tableau, and supporting tools (Google Sheets, Excel, Tableau) to monitor KPIs across the Sales and Customer Success funnels, including team performance, pipeline health, conversion rates, and retention trends.
• Analyze data to drive strategic insights: Dig into CRM and performance data to uncover trends, highlight opportunities, and identify root causes of issues. Partner with Sales and CS leaders to provide recommendations that influence strategic decisions and revenue growth.
• Maintain CRM data quality & integrity: Regularly audit and clean CRM records (Salesforce and HubSpot), identify gaps, and recommend automations or validation rules to reduce errors and manual data entry—ensuring reporting accuracy and operational efficiency.
• Support forecasting & growth planning: Assist in revenue forecasting by analyzing historical data, sales pipeline, and leading indicators. Provide data-backed insights that shape sales targets, territory planning, and headcount modeling.
• Support cross-functional teams with data and insights: Partner with teams across Sales, Customer Success, Marketing, and Finance to understand their data and reporting needs. Provide timely dashboards, analysis, and recommendations to support strategic decisions, performance reviews, and process enhancements like lead list generation.
• Support target account identification and segmentation: Assist in building and refining target account lists by leveraging tools such as intent data platforms, job board research, enrichment sources, and CRM insights. Partner with Sales and Marketing to align on ICP criteria and ensure outreach is focused on the highest-potential prospects.
• Develop actionable dashboards & visualizations: Create intuitive visual reports and dashboards tailored for leadership, frontline managers, and reps—making it easy for teams to interpret insights and take action quickly.
• Optimize tools & processes: Contribute to the management and continuous improvement of our RevOps tech stack (Salesforce, Outreach/Salesloft, HubSpot, etc.). Evaluate and help implement integrations or automations that improve usability and productivity.
• Track enablement & initiative outcomes: Define and monitor key performance indicators tied to operational initiatives (e.g., process changes, tech rollouts, campaign performance). Use these insights to recommend course corrections and improvements over time.

What we’re looking for?

• 3–5 years of experience in revenue operations, sales operations, customer success operations, business analytics, finance, or a similar analytical role supporting Sales and/or Customer Success teams.
• Salesforce Reporting & Dashboarding: Hands-on experience building reports and dashboards in Salesforce (required). Ability to surface performance trends and deliver insights that support frontline teams and revenue leadership.
• Data Analysis & Insight Generation: Strong analytical mindset with experience handling large and complex datasets. Ability to draw out patterns, interpret trends, and translate analysis into clear, strategic recommendations.
• Excel/Sheets Expertise: Advanced proficiency in Google Sheets and/or Microsoft Excel, including pivot tables, VLOOKUP, INDEX-MATCH, QUERY, FILTER, and advanced formulas. Able to build automated reports and scalable workflows.
• Business Intelligence Tools: Familiarity with visualization and BI tools (such as Salesforce Dashboards, Tableau, Looker, or similar) to build data views that drive decision-making.
• Attention to Detail: Meticulous when it comes to data accuracy and consistency. Able to catch discrepancies, validate sources, and ensure dashboards and reports are reliable and up to date.
• Problem-Solving: Proactive, resourceful thinker who enjoys finding the root cause of data or process issues and recommending logical, efficient solutions—grounded in data.
• Tool & Systems Fluency: Comfortable using or learning tools like Outreach/Salesloft, HubSpot, Calendly, and working across systems via integrations. Familiarity with SQL, Python, Zapier, or Make.com is a plus but not required.
• Communication Skills: Strong verbal and written communicator, capable of explaining complex data concepts clearly to non-technical stakeholders and creating digestible reports and summaries.
• Team & Work Style: Self-starter who thrives in a remote, asynchronous environment, can manage competing priorities, and enjoys collaborating cross-functionally to support a broader team mission.
• Education: Bachelor’s degree in Business, Finance, Data Analytics, or a related field (or equivalent work experience). A Master’s degree is a plus but not required.

What are some of the benefits we offer?

• Comprehensive Medical Coverage includes Dental and Vision
• Flexible PTO
• 11 Company Paid Holidays 
• Benefits Package: including 401K savings plan and access to an Employee Assistance Program.
• $500 home office stipend
• Paid Life insurance, AD&D., and disability benefits
• Paid parental and caregiving leave
• Eligibility to apply for a Professional Development Scholarship. 
• Inclusive Culture: We are intentional about creating a culture that is fun and inclusive.

This role is also eligible to participate in Presence’s equity plan, subject to the terms of the applicable plans and policies.

An employee’s starting pay will be determined based on job-related skills, experience, qualifications, and market conditions.

Salary range is $85,000-100,000 per year.

Where is this position located?

• This position is remote and may require 10% travel
• Presence is headquartered in New York City with our clients located throughout the U.S
• All employees commit to being available on-camera for our Core Working Hours, 12:00pm-5:00pm EST M-F