Cloverleaf's SaaS platform needs to strengthen its reporting, dashboards, and automation to ensure revenue teams can make smart decisions and deliver value consistently.
Requirements
- Demonstrated experience with spreadsheets (advanced formulas, pivot tables, data validation)
- Comfort working with large datasets
- Ability to learn new software quickly
- Experience with CRM systems like Salesforce or HubSpot
- Familiarity with BI tools (Omni, Looker, Tableau, or similar)
- Experience with reporting automation tools such as Coefficient
Responsibilities
- Perform accurate and timely manual data entry across Salesforce, HubSpot, Omni, and spreadsheets
- Assist in maintaining and cleaning datasets to ensure reporting accuracy
- Support creation and maintenance of RevOps dashboards and reports
- Learn and apply tools like Coefficient (or similar) to automate workflows
- Identify opportunities for process automation with the RevOps Manager
- Provide quality checks on reporting outputs
- Document processes and workflows to support future automation and scalability
Other
- Current student or recent graduate in Finance, Data Analytics, Data Science, Information Systems, or related fields
- Strong attention to detail and a commitment to accuracy
- Enjoy working in spreadsheets and uncovering insights
- Like improving processes and spotting inefficiencies
- Communicate clearly with both technical and non-technical teammates
