Getting Into RevOps, Part II

In our last guide, we laid out the step-by-step journey from zero to hired as a Revenue Operations Associate, with a laser focus on mastering Salesforce and getting certified.

You have the “how.”

Now, you need the “what.”

Welcome to your curriculum. This is the study guide I wish I’d had.

A roadmap is useless if you don’t know what to look for along the way. You can be a certified Salesforce Administrator, but if you don’t understand the business concepts you’re building for, you’re not a RevOps professional.

You’re just a “Salesforce admin”.

RevOps is where business strategy meets technical execution. This guide will teach you the strategy.

To make this real, we’re not going to use abstract definitions.

We’re going to use a case study.

Your New Company: “BI-Tech”

What they do: A B2B SaaS company that sells a cutting-edge business intelligence (BI) tool.

Who they sell to: Mid-market companies (200-2,000 employees). Their buyers are VPs of Finance and VPs of Data.

Where they are: They just rais…