Why This Role Matters:

At Helios Consulting, we help some of the world’s leading organizations unlock the full value of their Workday investments — and we know that great insights power great outcomes.

As a Revenue Operations Analyst , you’ll play a key role in translating data into actionable business insights to fuel smarter decisions across the phases of the customer journey. By proactively uncovering new revenue opportunities that directly impact pipeline growth and customer expansion, your work will be critical to the success of our revenue-generating teams.

You’ll collaborate closely with our Chief Revenue Officer, Director of Growth & Partner Marketing, and Sales team, providing the analytical foundation that empowers data-driven decision-making and drives business results. By managing and analyzing Workday customer data, you’ll identify untapped opportunities, streamline processes, and ensure that sales and marketing efforts are informed, targeted, and highly effective.

If you’re energized by impactful work, thrive in a collaborative and high-growth environment, and want to make a measurable difference — this is where you can do your best work.

What You’ll Do:

Data Management & Analysis:

Manage and maintain the integrity of customer data within HubSpot CRM, ensuring accuracy and completeness for reporting and analysis.

Leverage Workday customer data to identify actionable trends and high-potential revenue opportunities with existing and new Workday customers.

Conduct in-depth analysis of sales, marketing, and customer success data to provide actionable insights for revenue growth and operational efficiency.

Develop and maintain data models, dashboards, and reports using BI tools (Power BI, Tableau, etc.) to visualize key performance indicators (KPIs) and track progress against revenue goals.

Opportunity Identification & Tactical Planning:

Translate complex data insights into clear, actionable plans for the sales team, marketing initiatives, and existing customer engagement.

Proactively identify potential upsell, cross-sell, and new business opportunities by analyzing Workday product deployment and utilization data.

Collaborate with the marketing and sales teams to develop and execute targeted campaigns and outreach strategies the drive measurable pipeline and engagement.

Process Optimization & Enablement:

Proactively identify and resolve inefficiencies in the sales and marketing processes, implementing data backed solutions to improve conversion rates and operational effectiveness.

Support the sales team by providing data-driven insights into pipeline health, forecasting, and performance metrics.

Collaborate with marketing to ensure efforts are tracked, measured, and optimized for maximum pipeline impact and ROI.

Define and standardize data governance policies and best practices within the CRM and other revenue systems.

Reporting & Communication:

Prepare and present regular reports and ad-hoc analysis to sales and marketing highlighting key trends, insights, and recommendations.

Communicate complex data findings in an understandable and actionable manner to non-technical stakeholders.

Act as a go-to resource for data-related inquiries from the sales, marketing, and leadership teams.

What We’re Looking For:

1-3 years of experience in a sales operations, marketing operations, revenue operations, or business intelligence analyst role, preferably within a professional services or software ecosystem environment.
Advanced analytical and quantitative skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy. Proficient in extracting insights from large datasets.
Experience with data visualization and Business Intelligence (BI) tools (Power BI, Tableau, etc.)
Strong Excel skills (pivot tables, VLOOKUPs, complex formulas).
Proficiency with CRM technologies for campaign management, HubSpot is a plus.
Foundational understanding of the Workday ecosystem, its applications, and data structures is highly beneficial. Willingness to rapidly learn about Workday products and their deployment nuances required.
Ability to identify business problems, formulate hypotheses, and conduct analysis to test them, leading to actionable recommendations. Strong tactical execution skills with a proven ability to translate data driven insights into practical plans that achieve defined business outcomes.
Solid interpersonal and communication skills, with the ability to work effectively with diverse teams (sales, marketing, leadership, delivery) of varied levels and present complex information clearly.
A bias for action and execution focus, operating independently while also thriving in a collaborative environment.
Must be U.S.-based and authorized to work without sponsorship

Why You’ll Love Working Here:

We’re committed to creating an environment where you can thrive — both professionally and personally. We believe in doing great work together, supporting each other’s growth, and making space for balance in and out of the (virtual) office.

Here’s what you can expect as part of our team:

Flexible Remote Work: Work where you're most productive while staying connected to a collaborative and engaged team.
Generous Paid Time Off & Holidays: We believe rest fuels results — take the time you need to recharge and come back at your best.
Comprehensive Benefits: Including medical, dental, and vision coverage that keeps you and your loved ones well cared for.
401(k) with Employer Contribution: Your future matters — we invest in it right alongside you.
Parental Leave: We support your whole life, not just your work life — including time for family when it matters most.
Life & Disability Insurance: Peace of mind for you and your family, with both short- and long-term coverage.

Join a team that’s focused on shared success, ongoing development, and helping each other do the best work of our careers — together.

The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the current salary range for this position is $70,000 - $100,000. Individuals may be eligible for an annual discretionary bonus.

At Helios, we believe the best teams are diverse and inclusive. We encourage diverse candidates to apply and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy), sexual orientation, gender identity or expression, genetic information, marital status, family status, national origin, age, disability, veteran status, or any other legally protected class under federal, state, or local law.

Helios Consulting

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