Terry Lee

Senior Manager, Revenue Operations & Systems

Decagon

Revenue Operations
Posted by Terry Lee

Overview

You're the person who keeps the revenue engine running at Decagon - an AI customer experience platform. You manage the CRM, build the reports executives look at every Monday, and spend a lot of time troubleshooting why data isn't flowing between systems or why a deal stage doesn't match reality.


Role Snapshot

AspectDetails
Role TypeRevenue Operations & Systems Manager
Sales MotionSupporting both inbound and outbound motions
Deal ComplexityEnterprise - supporting consultative/strategic deals
Sales CycleN/A - enabling others
Deal SizeN/A - enabling others
Quota (est.)No quota - measured on system uptime, forecast accuracy, process efficiency

Company Context

Stage: Likely Series B/C (based on 304 employees and active GTM hiring)

Size: 304 employees

Growth: Expanding Revenue Operations team (hiring 3 roles), suggests scaling phase

Market Position: AI customer service automation - crowded category with Ada, Intercom, Zendesk AI, but differentiated by Agent Operating Procedures feature


GTM Reality

What You're Supporting:

  • Enterprise sales team selling to customer service orgs at mid-market to enterprise companies
  • Likely 20-40 quota-carrying reps based on company size
  • Complex deals involving multiple stakeholders (CX leaders, IT, procurement)
  • Mix of new logo acquisition and expansion within existing accounts

Your Stakeholders:

  • Sales leadership (needs accurate forecasts, pipeline visibility)
  • AEs (need clean data, integrations that work, clear processes)
  • Finance (needs revenue recognition, commission tracking)
  • Marketing (needs attribution, lead routing, conversion metrics)

What You'll Actually Do

Time Breakdown

System Administration (35%) | Reporting & Analytics (25%) | Process Design (20%) | Project Work (15%) | Firefighting (5%)

Key Activities

  • Salesforce Administration: Manage user permissions, build custom objects and fields, configure validation rules, troubleshoot why opportunities aren't syncing from Outreach or why contacts are duplicating. You're the Salesforce admin.
  • Tech Stack Management: Own the integrations between Salesforce, Outreach/SalesLoft, Gong, Slack, Looker/Tableau, and whatever other tools the team uses. When something breaks, you figure out if it's an API issue, a config problem, or user error.
  • Reporting & Dashboards: Build and maintain executive dashboards, weekly forecast reports, pipeline coverage analysis, conversion funnel metrics. Spend Monday mornings making sure the numbers are right before the revenue call.
  • Process Documentation: Write the playbook for how deals should move through stages, what fields are required, how to handle multi-product opportunities, when Legal needs to be looped in. Update it when reality diverges from the plan.
  • Data Hygiene: Run regular audits to find duplicate accounts, fix missing data, standardize naming conventions. Chase reps to update close dates and deal stages.
  • Deal Desk Support: Help structure complex deals, figure out how to configure a non-standard pricing arrangement in Salesforce, work with Finance on revenue recognition questions.
  • Vendor Management: Negotiate renewals with software vendors, evaluate new tools, manage implementation projects when you add new systems.

The Honest Reality

What's Hard

  • You're constantly balancing urgent requests from sales leadership against long-term system improvements. The urgent stuff usually wins.
  • Sales reps will blame the CRM when deals are slipping. Sometimes it's a real system issue, often it's an execution issue, but you have to investigate either way.
  • Every integration breaks eventually. You'll spend time on support calls with vendors trying to diagnose why data stopped flowing.
  • Forecasts are always wrong. Your job is to make them less wrong, but executives will still ask why the team missed by 15%.
  • Getting reps to follow process and keep data clean is like herding cats. You build the system, they find workarounds.
  • Projects always take longer than planned because they depend on other teams (IT, Finance, Engineering) who have their own priorities.

What Success Looks Like

  • Forecast accuracy within 10% by stage
  • <5% of deals missing required data at close
  • Executive dashboards refresh automatically with reliable data
  • New rep ramp time decreases because processes are documented and systems are intuitive
  • Sales leadership stops asking "can you pull a report on..." because the dashboards already show it

Who You're Supporting

Primary Stakeholders:

  • CRO/VP Sales (needs forecast accuracy, pipeline visibility, strategic insights)
  • Sales Managers (need team dashboards, deal review tools, coaching data from Gong)
  • AEs and SDRs (need systems that work, clear processes, fast support)
  • CFO/Finance team (needs revenue data, commission calculations, bookings vs collections)

What They Care About:

  • Can they trust the numbers in Salesforce?
  • Can they find the data they need without asking you to pull a report?
  • Do the tools integrate or are they manually copying data between systems?
  • Are there clear processes or is everyone doing their own thing?

Requirements

  • 5+ years in Revenue Operations or Sales Operations, ideally at a B2B SaaS company selling to enterprise
  • Deep Salesforce expertise - you should be able to build complex workflows, custom objects, and validation rules without help
  • Experience managing a modern sales tech stack (Outreach/SalesLoft, Gong/Chorus, ZoomInfo, etc.)
  • Strong SQL or similar for data analysis - you need to be able to dig into data warehouse when Salesforce reports aren't enough
  • Project management experience - you'll be running system implementations and process rollouts
  • Ability to translate between technical and business stakeholders - explain API rate limits to engineers and explain forecast math to sales reps
  • Experience at a scaling startup (50-500 employees) where you built processes from scratch, not just maintained them