Senior Revenue Operations Analyst (Salesforce)

About Us

Estate planning is vital for anyone who wants to ensure their loved ones are cared for when they’re gone. But traditional estate planning is broken. It’s confusing, expensive, and tedious, and it’s often done without regard to a person’s financial plan. Vanilla is here to change all that. We are reinventing estate planning for financial advisors, attorneys, and their clients. We’re transforming it into an ongoing conversation, where dense legal documents are brought to life through easy-to-understand visualizations, and considered in concert with clients’ financial plans and evolving life milestones and goals.

Learn more about the general tasks related to this opportunity below, as well as required skills.

Vanilla is the world’s first estate advisory platform, built by advisors and estate professionals to help deliver a modern, visual estate planning experience to their clients. Harnessing a purpose-built AI engine called VAI, the Vanilla platform provides valuable insights to advisors and attorneys while demystifying the planning process for clients at all levels of wealth. Vanilla supports the entire estate planning process, including understanding client goals and current plans, visualizing the plan, and strategizing on taxes. Clients can even create trusts, healthcare directives, powers of attorney, and more through Vanilla. The Vanilla platform enables advisors, planners, and attorneys to foster stronger relationships, achieve greater retention, and help their clients build meaningful legacies.

Job Summary

We are seeking a Senior Revenue Operations Analyst with deep expertise in Salesforce Administration, proven experience in enterprise B2B SaaS, and a strong understanding of revenue operations best practices. In this role, you will partner across marketing, sales, and customer success teams to streamline processes, optimize lead scoring and routing, and improve funnel analytics. You will leverage your project management skills and knowledge of CRM, ERP, and sales productivity tools to drive operational excellence and align cross-functional efforts to achieve revenue goals.

This role is a hybrid position, the employee must be based in the Greater Seattle area and be in office in Bellevue, WA 2-3 days per week.

Responsibilities

Serve as the primary Salesforce Administrator, managing configurations, customizations, workflows, and automation to meet business needs.

Build, optimize, and maintain dashboards, reports, and analytics in Salesforce to improve visibility across revenue-driving teams.

Leverage Salesforce best practices for lead scoring, routing, and funnel performance tracking to ensure accurate and efficient lead management.

Oversee data integrity through regular audits, deduplication, and governance processes, ensuring robust reporting and analytics.

Implement and support best practices in segmentation, offerings, headcount sizing, territory design, quota setting, and incentive compensation.

Analyze and refine sales and marketing processes to identify bottlenecks and deliver scalable solutions.

Partner with marketing operations to improve lead qualification and routing, ensuring alignment with sales teams to maximize pipeline opportunities.

Provide strategic insights through robust data analysis to support decision-making on revenue growth and operational efficiency.

Partner across marketing, sales, and customer success teams to align on shared goals and streamline operations.

Collaborate on the ideation, planning, and implementation of business processes and tools to drive efficiency and productivity.

Act as a project manager for key initiatives, ensuring timely delivery and adoption of new tools, processes, and systems.

Design and implement processes to improve the efficiency of deal desk operations, order management, CPQ, and lead-routing workflows.

Establish and maintain an operating cadence to support Sales and Customer Success teams with performance insights and operational support.

Understand and evaluate the current tech landscape, including CRM, ERP, data warehouses, and sales productivity tools, to recommend and implement improvements.

Present complex concepts in a clear, concise manner to influence senior management decisions.

Manage competing priorities with flexibility, particularly during peak periods like end-of-month or end-of-quarter.

Qualifications

Proven success in enterprise B2B SaaS, with direct experience supporting marketing, sales, or revenue operations.

Demonstrated expertise in Salesforce Administration (Sales Cloud) with hands-on experience creating and managing reports, dashboards, and automation.

Familiarity with revenue operations tools and systems, including CPQ, deal desk workflows, and sales productivity platforms.

Strong background in segmentation, headcount sizing, territory design, quota setting, and incentive compensation design.

Exceptional analytical and problem-solving skills, with the ability to leverage data to drive insights and recommendations.

Deep understanding of lead management processes, including scoring, routing, and funnel analytics.

Outstanding project management abilities, with a proven track record of successfully implementing and optimizing business processes.

Excellent communication skills, with the ability to collaborate effectively across departments and influence stakeholders at all levels.

Preferred Qualifications

Advanced Salesforce certifications (e.g., Advanced Administrator, Platform App Builder).

Experience in deal desk, order management, or CPQ processes.

Benefits

Flexible paid time off policy and 12 company-wide paid holidays

Parental leave, 4 weeks for all full-time employees and up to 12 weeks for birthing parents

Medical, dental, and vision benefits coverage for employees and their families

401K eligibility after one month of employment

Budget for learning & development and home office setup

Paid parking or transit for hybrid and in office employees

The salary range for this role is $135,000 to $150,000. Our compensation packages also include a performance based bonus and equity. Compensation is based on a number of factors and may vary depending on job-related knowledge, skills, and experience.

Vanilla Technologies Inc. (dba "Vanilla") provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Vanilla participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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Salary : $135,000 - $150,000