Revenue Operations Systems Associate

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Are you a systems thinker with a knack for streamlining operations and optimizing CRM platforms? Do you enjoy solving complex integration challenges across multiple GTM tools? Are you passionate about leveraging data to drive clarity, alignment, and growth across Sales, Marketing, and Customer Success? If so, we invite you to be a part of our innovative team.

As a Revenue Operations Systems Analyst at Ridgeline, you’ll play a critical role in building, maintaining, and evolving our go-to-market (GTM) systems. Reporting to the Revenue Operations Systems Lead, you’ll partner closely with teams across Sales, Marketing, Customer Success, and IT to ensure that our Salesforce environment and related tools are fully optimized, integrated, and aligned to our business strategy. Your work will directly impact the efficiency and effectiveness of our customer-facing teams.

You’ll also leverage cutting-edge technologies—including AI tools like ChatGPT—to enhance automation, reporting, and data quality across the GTM tech stack.

At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions—not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we’d love to meet you.

You must be work authorized in the United States without the need for employer sponsorship.

• Build and maintain components within Salesforce Sales Cloud, Service Cloud, and Experience Cloud, including custom objects, fields, workflows, flows, and automation
• Support the design and implementation of scalable enhancements that meet evolving GTM needs
• Configure and optimize Experience Cloud portals to enable visibility and collaboration for partners and customers
• Contribute to improvements in Service Cloud case management, automation, and internal support workflows
• Integrate and maintain connections between Salesforce and external GTM tools, including Hub Spot, Apollo, Looker Studio, and Pendo
• Monitor system integrations and workflows to ensure accuracy, reliability, and operational efficiency
• Collaborate with stakeholders across Revenue Operations, IT, and GTM teams to align tools with business goals
• Ensure data quality and compliance through regular audits, deduplication, and adherence to governance policies
• Partner with Security and IT to manage user roles, access permissions, and system compliance
• Design and deliver reports and dashboards that provide actionable insights into GTM performance and pipeline health
• Translate business requirements into efficient, scalable systems solutions

• 5+ years of experience in Revenue Operations, Salesforce Administration, or a related technical operations role
• Proficiency with Salesforce Sales Cloud, Service Cloud, and Experience Cloud
• Familiarity with GTM platforms and integrations (e.g., Hub Spot, Apollo, Looker Studio, Pendo, Workato)
• Strong understanding of data governance, compliance, and CRM best practices
• Experience building reports and dashboards using Salesforce and analytics tools
• Excellent troubleshooting and problem-solving skills with a high attention to detail
• Effective communicator with a collaborative approach across technical and business stakeholders
• Salesforce Administrator certification (or progress toward certification) is a plus
• Willingness to learn about cutting‑edge technologies while cultivating expertise in a business domain/problem space
• An aptitude for problem solving
• Ability to communicate effectively
• Serious interest in having fun at work

• Experience with automation tools or scripting for Salesforce workflows
• Exposure to Workday or other enterprise systems
• Familiarity with AI tools used in Rev Ops or GTM systems

Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co‑founder of both People Soft and Workday) to apply his successful formula of solving…