Platform Engineer
Builds and maintains the core RevOps platform — the foundational layer of tools, APIs, and infrastructure that every other function depends on.
Common Tools
The tech stack for this discipline
Salesforce
CRMThe world's leading cloud-based CRM platform providing a comprehensive suite for managing customer relationships, sales pipelines, service operations, and marketing automation.
Used for
RevOps teams use Salesforce as the system of record for all revenue data — managing leads, contacts, accounts, opportunities, and forecasts — and as the integration hub that connects all other revenue tools.
HubSpot
CRMAn all-in-one CRM platform combining sales, marketing, service, and operations hubs on a shared contact database, popular with mid-market and growth-stage companies.
Used for
RevOps teams use HubSpot to manage the full customer lifecycle from marketing lead capture through deal close and post-sale support, often replacing multiple point solutions with a unified platform.
Microsoft Dynamics 365 Sales
CRMMicrosoft's enterprise CRM platform tightly integrated with the Microsoft 365 ecosystem — Teams, Outlook, Excel, and LinkedIn — providing sales pipeline management, AI-driven insights, and native ERP connectivity via Dynamics 365 Finance.
Used for
RevOps teams in Microsoft-centric enterprises use Dynamics 365 as the system of record for pipeline, forecasting, and customer data, leveraging native integrations with Teams and Azure to avoid third-party middleware.
Snowflake
Data WarehouseA cloud-native data warehouse platform that separates storage from compute, enabling organizations to store and query massive volumes of structured and semi-structured data across multiple cloud providers.
Used for
RevOps teams use Snowflake as the central analytical layer where CRM, marketing, product, and financial data converge, enabling cross-functional revenue analytics that no single source system can provide.
dbt
ETL/ELTAn open-source transformation framework that enables analysts and engineers to define, test, and document data models using SQL within a version-controlled workflow.
Used for
RevOps and data teams use dbt to build clean, tested, documented transformation layers in the warehouse — converting raw CRM, marketing, and product data into reliable business metrics that power dashboards and models.
Fivetran
ETL/ELTA fully managed cloud ELT platform with 500+ pre-built connectors that automatically replicates data from SaaS applications, databases, and files into a destination data warehouse.
Used for
RevOps teams use Fivetran to automate the ingestion of Salesforce, HubSpot, Marketo, and other revenue data into Snowflake or BigQuery without building or maintaining custom ETL pipelines.
Airbyte
ETL/ELTAn open-source ELT platform with a large community-maintained connector library that allows organizations to replicate data from hundreds of sources into data warehouses and lakes.
Used for
RevOps and data engineering teams use Airbyte as a cost-effective, self-hostable alternative to Fivetran for building data pipelines from CRM, marketing, and product sources into their analytical warehouse.
Segment
OtherTwilio Segment is a customer data platform (CDP) that collects first-party behavioural data from web, mobile, and server sources, standardises it into a common schema, and routes it to hundreds of downstream tools.
Used for
RevOps teams use Segment to create a single source of truth for customer behavioural data, ensuring the same user actions flow consistently into Salesforce, Marketo, Amplitude, and Intercom without duplicate tracking code.
Workato
AutomationAn enterprise integration and automation platform that enables technical and non-technical teams to build sophisticated multi-step workflows across enterprise systems with governance, security, and error handling at scale.
Used for
RevOps teams at enterprise organisations use Workato to automate complex quote-to-cash workflows, bi-directional CRM syncs, and cross-system data orchestration processes that require enterprise-grade reliability and auditability.
n8n
AutomationAn open-source, self-hostable workflow automation platform with a visual node-based editor, offering 400+ integrations and the ability to write custom JavaScript for complex data transformations.
Used for
RevOps teams with engineering resources use n8n for complex, privacy-sensitive, or cost-sensitive automation workflows — building self-hosted pipelines for lead enrichment, CRM sync, and internal notification systems.
Make
AutomationA visual no-code/low-code automation platform (formerly Integromat) that handles complex, multi-step workflows with conditional logic, data transformation, and error handling across 1,500+ app integrations.
Used for
RevOps teams use Make to build more sophisticated automation scenarios than Zapier allows — multi-branch lead routing, conditional field updates across systems, and complex data transformation pipelines between tools.
Azure Data Factory
ETL/ELTMicrosoft's cloud-based data integration service providing 100+ connectors to orchestrate and automate data movement and transformation between on-premises and cloud sources into Azure Synapse, Blob Storage, or other destinations.
Used for
RevOps and data engineering teams in Azure environments use Azure Data Factory to build ELT pipelines that ingest Dynamics 365 exports, SQL databases, and SaaS application data into Azure Synapse for centralised revenue analytics.
Census
ETL/ELTA reverse ETL platform that syncs data from a cloud data warehouse (Snowflake, BigQuery, Redshift) to operational tools like Salesforce, HubSpot, and Marketo — making warehouse data actionable in the tools teams use daily.
Used for
RevOps teams use Census to push warehouse-computed scores — lead scores, health scores, PQL flags, account grades — directly into CRM fields, eliminating the need to build custom API integrations and keeping CRM data in sync with the warehouse.
Hightouch
ETL/ELTA reverse ETL and data activation platform that syncs data from the warehouse to 150+ business tools, with no-code audience building, event streaming, and AI-powered personalisation capabilities.
Used for
RevOps teams use Hightouch to operationalise warehouse data — activating account health scores, intent signals, and product usage data in Salesforce, Outreach, and Marketo so reps and marketers always act on the most accurate, warehouse-computed signals.
Core Skills
What practitioners do day-to-day
System Architecture
TechnicalThe ability to design the overall topology of a revenue technology stack — mapping how systems connect, where data flows, which system owns each record type, and how the architecture scales with the business.
Business outcome
A well-designed system architecture minimises integration debt, ensures data flows reliably between tools, reduces the cost of adding new capabilities, and prevents the tool sprawl that creates shadow reporting and inconsistent data.
API Integration
TechnicalThe skill of connecting software systems through their application programming interfaces — building, maintaining, and troubleshooting data flows between CRM, marketing, billing, and analytics platforms.
Business outcome
Reliable API integrations eliminate manual data re-entry, reduce reporting lag, ensure system-of-record consistency, and allow the revenue tech stack to operate as one coherent system.
Data Pipeline Design
TechnicalThe ability to architect and build reliable data movement and transformation workflows that extract data from source systems, load it into a warehouse, and transform it into analytics-ready models.
Business outcome
Reliable data pipelines ensure all revenue dashboards reflect accurate, timely data — enabling confident forecasting, attribution, and performance management decisions.
Workflow Automation
TechnicalThe skill of identifying, designing, and implementing automated workflows that replace manual, repetitive RevOps tasks — using tools like Zapier, Make, Workato, or native CRM automation to improve speed and consistency.
Business outcome
Workflow automation eliminates hours of manual administrative work per week — reducing errors, improving process speed, and freeing RevOps team members for higher-value strategic work.
CRM Architecture
TechnicalThe ability to design, build, and maintain the object model, field structure, automation logic, and governance framework of a CRM platform to support revenue operations.
Business outcome
A well-architected CRM reduces data entry errors, ensures forecast accuracy, speeds up rep workflows, and provides the clean data foundation all other revenue analytics depend on.
Data Governance
ProcessThe practice of establishing and enforcing policies, standards, ownership, and processes that ensure revenue data is accurate, consistent, complete, and accessible across systems and teams.
Business outcome
Strong data governance ensures that all teams trust and align on the same revenue numbers — eliminating the spreadsheet discrepancy problem that wastes time in every cross-functional revenue review.