Who are we?
Whatfix is a leading global B2B SaaS provider and the largest pure-play digital adoption platform (DAP). Whatfix empowers organizations to maximize the ROI of their digital investments by tailoring it for the needs of each unique user.
Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category. Their product suite offers three powerful tools: Digital adoption to help users right within any software, no-code Product Analytics to uncover and resolve adoption gaps, and Mirror for application simulation, driving safe, hands-on learning in software replicas.
The company has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.
Customers
Investors:
Whatfix’s AI journey has been an exciting one -
software era
AI era
Userization
Digital Adoption
AI-first products
Our Mirror 2.0
The innovation that has gone into building these products has gained us 10 patents granted by the US patent office and we are already on our way to get a grant of 20 more patents with 2 specifically for the AI work we have done.
breadth and depth
usable, trusted, and outcome-driven for every employee, across every system, in every workflow
Whatfix’s leadership is consistently recognized across top industry analysts and business rankings:
- Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.
- With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.
- Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively.
- We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%
- Stevie Award winner in the category (Bronze): Customer Service Department of the Year – Computer Software - 100 or More Employees.
- Won the 2025 AI
- Breakthrough Award in the Overall AI-based Analytics Solution of the Year category
- Winner of the ISG Paragon Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.
- RemoteTech Breakthrough Awards winner for “Software Asset Management Solution of the Year”
Be one of the key Leaders in this awesome journey of building a billion-dollar company!
About the Role
We are seeking a detail-oriented and proactive RevOps resource to join our team at Whatfix. This role is critical in ensuring the accuracy and hygiene of our CRM and pipeline data, managing day-to-day operations in our Sales forecasting tool, and owning the documentation and periodic updates of Rules of Engagement (RoEs).
Key Responsibilities
CRM & Pipeline Hygiene:
- Maintain data accuracy, completeness, and standardization in Salesforce to ensure reliable forecasting and reporting.
- Conduct regular audits of pipeline data in collaboration with regional RevOps leads and Sales/Marketing teams.
Rules of Engagement (RoEs):
- Own documentation and governance of existing RoEs.
- Collect stakeholder feedback for RoE updation.
- Support RevOps leadership in resolving RoE-related disputes by maintaining clarity in ownership and processes.
Sales forecasting Operations:
- Own day-to-day operations and hygiene in sales forecasting tool (forecasting & pipeline management platform).
- Ensure forecasting inputs are reliable and system usage remains consistent across GTM teams.
- Track proper utilization of the tool as a forecasting tool across the company
Ad-hoc Analysis:
- Drive on-demand analysis, data pulls, and insights generation for RevOps and GTM stakeholders.
- Partner with senior analysts to support deeper analytics and dashboard builds.
Required Skills & Experience
- 2–4 years of professional experience, preferably in Revenue Operations, Sales Operations, or an analytics-oriented role in a SaaS/product company.
- Strong proficiency in data analysis with advanced knowledge of Excel/Google Sheets (pivot tables, complex formulas, data visualization).
- Hands-on experience with Salesforce CRM; familiarity with data quality frameworks.
- Ability to synthesize data into clear, actionable insights and communicate effectively with cross-functional stakeholders.
- Detail-oriented with a process-driven mindset and strong ownership.
Note:
- We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast and scale Fast; No Hierarchies for Communication; Deep Dive and innovate; Trust, Do it as you own it;
- We are an
equal opportunity employer
and value diverse people because of
and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status - At Whatfix, we deeply value
collaboration, innovation, and human connection
. We believe that being together in the office five days a week fosters open communication
, strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of flexibility
in balancing personal and professional priorities. To support this, we offer the option to work from home up to two days per month
. - In any situation that requires additional flexibility, we’re open to
considering exceptions on a case-by-case basis
to ensure you’re supported in managing both work and life seamlessly.
