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
- Support the weekly Revenue Growth Call through reporting, dashboard maintenance, data analysis, and preparation of recurring business metrics.
- 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
- Experience with Salesforce CPQ, quoting workflows, and revenue operations processes.
- 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
Why Join Conversica?
- Make a visible impact in a small, high-performing company where individual contributions matter
- Work closely with executive leadership and cross-functional teams to help shape business strategy and operational excellence
- Solve meaningful challenges at the intersection of technology, revenue, customer experience, and business operations
- Enjoy a high level of ownership, autonomy, and trust in a fully remote environment
- Collaborate with curious, pragmatic teammates who value learning, continuous improvement, and results
- Participate in the company's future success through bonus and equity opportunities
Conversica is entering an exciting new phase of growth and innovation. As a profitable company with a strong foundation in AI-powered customer engagement, we're investing in our people, products, and future growth.
At Conversica, you'll have the opportunity to:
If you're someone who enjoys building better systems, improving processes, and helping organizations scale, you'll find plenty of opportunities to make an impact at Conversica.
The base salary range for this role is $120,000 - $140,000 per year, depending on location, experience, and job-related skills. This role is also eligible for an annual bonus target of 10% of base salary, bringing the total target cash compensation range to $132,000 - $154,000.
In addition, Conversica offers flexible PTO and paid holidays, comprehensive medical, dental, and vision coverage, a 401(k) plan, equity grant eligibility, and a remote-first, collaborative work environment.
Use of AI in the Hiring Process
As an AI company, we recognize that candidates may use AI tools to research, prepare, and improve application materials. However, we expect all application materials, assessments, and interview responses to accurately reflect your own experience, skills, and work. Authenticity, transparency, and professional integrity are important parts of our hiring process.
