Tech Stack

Description

You will support the Post-Sales organization by building dashboards, conducting deep-dive analyses, and improving processes to drive retention, expansion, and customer value. You'll collaborate with cross-functional partners to optimize reporting, forecasting, and operational execution.

Requirements

• 2+ years in revenue operations, sales operations, or similar at Fintech/SaaS
• Advanced spreadsheet and modeling skills
• Moderate SQL skills and experience with data visualization tools
• High familiarity with CRM data models (Salesforce preferred)
• Strong problem-solving, communication, and attention to detail

Responsibilities

• Create and maintain dashboards for Post-Sales leaders
• Conduct deep-dive analyses on retention, expansion, and account health
• Support design and implementation of operational improvements
• Evaluate tool usage and optimize Post-Sales tech stack
• Build capacity and funnel models for planning and scenario analysis