About the Role
Upwind is seeking an embedded operational engine for its North America sales team. This role partners daily with sales managers and reps, acting as the operating proxy for the Head of Revenue Operations. You will own the operating rhythm, ensure forecast accuracy, and unblock sellers, working within the Revenue Operations team to strengthen existing foundations and build the next layer.
Responsibilities
- Serve as the go-to operational partner for the VP of North America Sales, frontline managers, and reps, addressing process, systems, deal mechanics, territory, and data questions.
- Manage the weekly operating rhythm, including pipeline hygiene reviews, forecast call preparation, and leadership rollups.
- Own forecast accuracy tracking and drive associated discipline.
- Debug and resolve process breakdowns in real-time, such as quoting, approvals, CRM, routing, and commission questions.
- Support daily deal mechanics, including order forms, quoting workflows, and non-standard terms.
- Maintain a daily pulse on pipeline health, forecast accuracy, and key KPIs.
- Build new field-facing Salesforce dashboards and partner on existing reporting.
- Lead QBR preparation and synthesize data into actionable insights.
- Identify operational gaps and contribute a field usage perspective to workflow design, partnering with Business Systems and GTM Engineering teams.
- Document playbooks, workflows, and CRM standards.
- Reinforce forecasting discipline, pipeline hygiene, and data governance across the sales organization.
- Act as a bridge for RevOps initiatives, pushing them into the field and relaying field feedback.
- Partner with GTM Enablement on rollouts, onboarding support, and adoption of the GTM stack (Salesforce, Clari, Slack).
Requirements
- 5 to 7 years in Sales Operations, Revenue Operations, or Consulting.
- B2B SaaS experience at a high-growth company strongly preferred.
- High ownership and bias to action; proactive problem-solving and follow-through.
- Seller empathy combined with operator discipline; ability to build helpful processes.
- Comfort with ambiguity and experience creating structure.
- Team-first mentality with a focus on collective improvement.
- Eagerness to utilize AI in daily work and help design AI-powered workflows.
- Hands-on Salesforce fluency, including report/dashboard building, data management, and CRM adoption.
- Clari or similar forecasting tools experience is a plus.
- Analytical rigor with strong Excel or Google Sheets skills for funnel analysis and problem quantification.
- Executive-ready communication skills to present concise, actionable insights.
- Leader mindset, with experience mentoring, raising team standards, or leading cross-functional initiatives.
Skills
- Salesforce
- Excel
- Google Sheets
- Forecasting tools (e.g., Clari)
Location
- North America
Work Type
- Full-time
Experience Level
- 5-7 years
About the Company
- Upwind is a next-generation Cloud Security Platform utilizing runtime context to identify and prioritize critical risks.
- The platform offers precise insights and efficient cloud security management.
- Features include industry-leading efficiency, eBPF-powered sensors, agentless cloud posture discovery, real-time threat protection, and integrated API security.
- Upwind is a fast-growing company in cloud and AI security.
