Revenue Systems Governance

Own the data integrity and architecture of OpenLoop's core revenue systems—Salesforce, HubSpot, and connected financial platforms—ensuring that what lives in the CRM is clean, complete, and consistent across the revenue org.

Data Modeling & Metric Definitions

Define and maintain canonical revenue data models covering pipeline, ARR, retention, expansion, and customer health—so every team is working from the same definitions and the same numbers.

Design and own dashboards and self-serve analytics in Looker or equivalent BI tools—giving GTM leaders and ICs visibility into the metrics that matter without waiting on the data team.

Partner with RevOps and Finance to build and maintain the reporting infrastructure that underpins revenue forecasting—ensuring pipeline data is clean, stage definitions are consistent, and forecast inputs are reliable.

Own data quality across the revenue tech stack—establishing validation frameworks, auditing CRM hygiene, resolving issues proactively, and maintaining the trust that makes self-serve analytics possible.

Evaluate, configure, and evolve the tools that power revenue intelligence—from CRM configuration to BI tooling—ensuring the stack serves the business's analytical needs today and tomorrow.

Structure and expose data assets in ways that support future AI and ML use cases—so when the business is ready to build, the data foundation is already there.

Work closely with Sales, Marketing, Finance, and CS to define KPIs, reporting requirements, and analytical priorities—translating business questions into data solutions.

Hire and develop a team of revenue analysts over time, building a function that scales with the business.

8+ years of experience in revenue operations or revenue analytics at a B2B SaaS company
Expert-level proficiency in Salesforce and/or HubSpot, including data modeling, object architecture, and CRM governance
Strong command of SQL and experience working with BI platforms such as Looker, Tableau, or similar
Deep fluency in SaaS revenue metrics: ARR, pipeline coverage, churn, NRR, CAC, LTV
Proven ability to build and maintain revenue reporting systems that scale across GTM functions
Experience partnering with Finance on forecasting models and revenue planning
Ability to work cross-functionally and translate business questions into data solutions
Comfortable being both a hands-on builder and a strategic thought partner
Experience at a growth-stage startup; comfortable with ambiguity and rapid iteration
Exposure to AI-assisted forecasting or revenue intelligence platforms (e.g., Clari, Gong, People.ai) a strong plus