InVision is the visual collaboration platform powering the world’s best companies. The heart of InVision is Freehand, our online collaborative whiteboard. We built Freehand to transform the way people work together. Transformation is a bold term, but we stand by it. So do our users from IBM, Salesforce, Credit Suisse, and Netflix. We are trusted by 100% of the Fortune 100 because we understand that collaboration is about more than just seeing each other — it’s about creating a space of purpose. More than 7 million people across global enterprises and small teams come to us when they are looking to transform the way they work together. InVision Freehand enables businesses to work across distances and disciplines to unlock the expertise of every team member and deliver powerful business results.

With Freehand we’re on a mission to transform the way people work together by helping them collaborate better. On anything. From anywhere. 

InVision has always been a fully distributed, remote organization. Our internal culture is made up of diverse, collaborative, connections – forming a community where everyone belongs, thrives, and grows. We are shaping the future of work. Come join us.

Our team is in search of a Lead Sales Operations Analyst who will collaborate with us to reimagine the future of work with Freehand.

About the Team:

Our Revenue Operations Team is a collaborative, fast-paced group of go-getters and go-givers driven by the desire to accelerate growth, provide predictability and drive full funnel accountability. We tackle interesting problems, work collaboratively on scalable solutions, and relentlessly drive revenue to grow our business.

What you’ll do:

  • Support and collaborate with our Sales + Customer Success teams to establish and optimize processes.
  • Serve as the trusted advisor and operations lead to area sales and Customer Success leaders.
  • Build our operational excellence through standard methodology sharing and process adoption across all users.
  • Develop scalable reporting and deliver actionable insights for commercial (Sales, Customer Success, Marketing, Support)  teams on key revenue and performance metrics.
  • Assist in new hire onboarding, including provisioning new users, creating training materials, and territory management. 
  • Drive Salesforce hygiene and governance.
  • Answer and troubleshoot Sales and Customer Success member questions or issues related to internal tools and processes
  • Lead project rollouts for new tools and processes that increase the efficiency and productivity of our Sales and Customer Success teams.
  • Serve as a critical interface to Finance on planning and forecasting topics and to ensure alignment in critical commercial metrics for company reporting
  • Collaborate cross-functionally with major stakeholders in Sales Ops, Biz Tech, Data Science, Marketing, Product, and others
  • Define and document key processes across the InVision Customer Lifecycle
  • Research and evaluate industry best practices in Customer Success / Sales that can be brought to InVision.
  • Assist with maintenance of InVision’s Gainsight instance, including system configuration, external integrations, reports, dashboards and workflows
  • Complete data analysis with large data sets to gather insights required to make key business decisions, such as renewal data, CSM activity metrics, and others.

What you’ll bring:

  • 4+ years of relevant work experience in a Revenue/Success Operations role or comparable experience at an established B2B SaaS company.
  • Experience working independently across commercial and financial functions to develop cross-functional solutions and capabilities
  • Proficiency in Salesforce and Gainsight
  • Experience interfacing with critical finance stakeholders in service of commercial planning, forecasting, and efficiency analysis
  • Experience with BI tools such as Mode and Tableau
  • Excellent written and verbal communication skills
  • Strong analytical skills and an aptitude for working with data, e.g. Microsoft Excel, Google Sheets, SQL, and/or Tableau experience
  • Experience with SQL is a plus
  • Experience with scripting languages like python or ruby is a plus
  • Ability to self-direct and self-motivate
  • Adaptable and comfortable with change and ambiguity
  • Ability to balance day-to-day needs with strategic priorities of the business.
  • Critical thinking skills to translate sometimes ambiguous business needs into effective customer communications and solution
  • Expert in “best practice” Customer Success processes, reporting, and analysis at a rapidly-scaling company is a plus

About InVision:

InVision offers an incredibly unique work environment. The company employs a diverse team all over the world. Each InVision team member is given the freedom and tools to do their best work from wherever they choose.

The benefits we offer in the United States and Canada include competitive health plans and retirement plans. Some InVision-wide benefits offered to all employees across the globe include a flexible vacation policy, monthly coffee shop stipends, annual allowances for books related to your profession, and home office setup & wellness reimbursements. InVision is an international employer so some benefit offerings will vary from country to country.

InVision is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please let us know.

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