Key responsibilities
Workflow architecture & design
- Design scalable workflow automation architectures that support enterprise business processes across the revenue lifecycle.
- Translate business requirements into automation designs that align with organizational standards and long-term scalability.
- Establish automation design patterns, governance, and best practices to ensure consistency across solutions.
- Evaluate existing processes and identify opportunities to eliminate or reduce manual work through automation and orchestration.
- Develop future-state workflow designs that improve operational efficiency and user experience.
Business process improvement
- Partner with Revenue Operations business stakeholders to understand operational challenges and identify automation opportunities.
- Facilitate process discovery sessions and document current-state and future-state workflows.
- Apply continuous improvement methodologies to simplify, standardize, and optimize business processes.
- Recommend improvements that balance business value, technical feasibility, and organizational readiness.
Solution delivery
- Lead the design and implementation of workflow automations using enterprise automation and business systems platforms.
- Collaborate with Go-to-Market-Effectiveness, IT, and platform/application managers to implement scalable automation solutions.
- Define functional requirements, automation logic, decision trees, exception handling, and testing strategies.
- Support user acceptance testing and production deployment activities, and defining success metrics.
Governance & standards
- Establish governance for Revenue Operations workflow automation, including design standards, documentation, change management, and operational support.
- Maintain Revenue Operations enterprise workflow documentation, automation inventory, and architectural standards.
- Evaluate automation requests to ensure alignment with enterprise architecture and business priorities.
- Monitor automation performance and recommend enhancements to improve reliability, scalability, and business outcomes.
- Partner with Sales Operations, Marketing Operations, Customer Success Operations, Finance, IT, and Go-to-Market-Effectiveness teams to deliver integrated solutions.
- Collaborate with Sales Process Management to automate approved business processes while maintaining clear ownership boundaries.
- Serve as a trusted advisor on workflow automation strategy and business process design.
What you’ll bring:
- 5+ years of experience in Revenue Operations, Business Operations, Business Analysis, Process Improvement, or Workflow Automation.
- 3+ years designing and implementing enterprise workflow automation solutions.
- Demonstrated success leading cross-functional business process improvement initiatives.
- Experience translating business requirements into scalable technical solutions.
- Strong understanding of CRM and enterprise business systems ecosystems.
Preferred experience
- Experience with workflow automation platforms (e.g., Salesforce Flow, Workato, Zapier Enterprise, Microsoft Power Automate, ServiceNow, or similar).
- Experience with process mapping methodologies such as BPMN, Lean, or Six Sigma.
- Experience working in high-growth SaaS or enterprise technology organizations.
- Familiarity with APIs, integrations, and event-driven automation concepts.
Knowledge & skills
- Business process architecture
- Workflow automation design
- Business requirements analysis
- Systems thinking
- Enterprise process governance
- Continuous improvement methodologies
- Automation lifecycle management
- Data quality and operational controls
- Change management principles
- Excellent written and verbal communication
- Strong analytical and problem-solving skills
- Ability to influence without direct authority
Why you'll love this role:
You’ll join a collaborative, forward-thinking team that’s modernizing how we run Revenue Operations. This is an opportunity to shape a scalable delivery model, work with senior leaders across the business, and make a visible impact on how Sage drives growth and efficiency.
Perks? We have plenty.
- Competitive salaries that landed us top 5% of similar sized companies (according to Comparably)
- Comprehensive health, dental and vision coverage
- 401(k) retirement match (100% matching up to 4%)
- 32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
- 18 weeks paid parental leave for birth, adoption or surrogacy offered 1 year after start date
- 5 days paid yearly to volunteer (through Sage Foundation)
- $5,250 tuition reimbursement per calendar year starting 6 months after hire date
- Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
- Library of on demand career development options and ongoing training offerings
Dig deeper about who we are:
Interested in this role?
You apply on the company’s site.
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