Sales Operations



Goalbook empowers teachers to transform instruction so that all students can succeed.

About the Opportunity:

Goalbook is not a typical SaaS growth startup — we are a rare Silicon Valley education technology company that has achieved and sustained success without depending on outside investors. We are looking for people who want to be part of our innovative and growing company that is truly double-bottom-line-oriented, where business success and social impact are interdependent.

This is also not your typical Sales Operations role, either, as our Partnerships team operates differently from the average Sales organization. Our Partnerships team members do not have quotas — we focus on the quality of sales activities and not solely on the hard numbers. We frequently work collaboratively with one another rather than in competition. The team also works closely with Customer Success team members on renewals, up-sells, implementation planning, trainings, and referrals.

The Sales Operations will support both the Partnerships and Customer Success teams by developing processes to drive operational excellence and gathering and analyzing data to increase sales and retention numbers. You will also work with many team members on an individual and team-wide basis to dig into activities, formulate hypotheses, run tests, and make recommendations. This role is both strategic and tactical and requires a combination of analytical and creative skills. Above all, you will play a key role in supporting our culture and helping each team embody our core values of relationships and growth.

Goalbook is open to candidates located in the San Francisco Bay Area or remotely.

Key Responsibilities:

  • End-to-end responsibility for managing all aspects of Salesforce, including configuration, data integrity, dashboards and reports, imports / exports, leads analysis, and user trainings.
  • Work closely with the Partnerships and Customer Success teams to gather and analyze data, formulate and test hypotheses, synthesize findings, and answer operational questions regarding sales and success.
  • Assist teams with measuring and tracking quarterly OKRs (objectives and key results).
  • Participate in the development and delivery of sales enablement and training materials to ensure professional growth for team members.
  • Perform project management for conference participation and responding to RFPs.
  • Manage document libraries in Dropbox and Google Drive to ensure they are current, accessible, and organized for all team members.

Required Experience:

  • 2+ years of experience as Salesforce administrator.
  • Additionally, 2+ years of experience in a sales, customer success, or business operations roles.
  • Experienced with change management and guiding teams through change.
  • You love running tests and answering questions by looking at data.
  • Embody our company values of relationships and growth.
  • Exceptional attention to detail.
  • Quick to learn and adapt.


  • Full medical, dental, and vision coverage.
  • Small team culture and true ownership of your work — your ideas matter.
  • A truly motivated, passionate, talented and fun team! We’re collectively interested in helping you grow in your career.
  • Open vacation policy — take personal time off and work from home as needed.

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