Role Summary
This role focuses on enabling Agentic AI solutions across the full GTM funnel—ensuring alignment between Sales, Marketing, and Customer Success. The RevOps BA will define workflows, data models, and KPIs for forecasting, pipeline management, customer lifecycle operations, and revenue reporting.
Key Responsibilities
RevOps Domain Expertise
Document end-to-end revenue workflows:
Funnel governance
Pipeline & forecast hygiene
Customer lifecycle management
Renewals and churn
Billing → Revenue recognition (high-level)
Define GTM alignment structures (MQL/SQL definitions, SLAs, handoff rules).
AI Opportunity Identification & Requirements
Identify cross-functional automation and AI opportunities across GTM systems.
Define agent use cases, including:
RevOps Forecast Guardian Agent
Renewal Prediction Agent
Churn Risk Analyzer Agent
Funnel Efficiency Agent
Data, KPIs & Governance
Define and govern metrics such as:
ARR/MRR
Churn & retention
Revenue recognition
Funnel conversion rates
Forecast accuracy
Map data flows across CRM, billing systems, CS platforms, and analytics tools.
Partner with Data Engineers to ensure data quality and readiness for AI.
Cross-team Collaboration
Align Sales Ops, Marketing Ops, and Customer Success Ops requirements.
Work with AI teams to refine agent behavior, prompts, and evaluation rules.
Support rollout and adoption of AI tools across global GTM teams.
Required Skills
Strong experience in RevOps or GTM Operations across Sales, Marketing & CS.
In-depth knowledge of CRM, MAP, and Customer Success tools (Salesforce, HubSpot, Gainsight).
Strong analytical skills and familiarity with revenue metrics (ARR, MRR, churn).
Experience documenting workflows, KPIs, SLAs, and GTM alignment models.
Basic understanding of AI/ML concepts and automated workflows.
Experience in revenue forecasting systems or predictive analytics projects.
Finance or Operations certifications (nice to have).
Experience in AI-enabled GTM or revenue intelligence platforms.