Revenue Operations Sr. Analyst / Associate

Upwind Security • Full-time • San Francisco, CA, US • 6d ago

Description

About The Position

Upwind is seeking a highly motivated and detail-oriented Revenue Operations Sr. Analyst / Associate to join our growing Revenue Operations organization. This role will serve as a strategic and operational partner to our global GTM team, ensuring they are empowered with the processes, systems, insights, and enablement needed to drive predictable, scalable revenue growth.

The ideal candidate combines strong analytical and technical abilities with exceptional business acumen and communication skills. You will play a critical role in optimizing our sales processes, improving system adoption, maintaining operational excellence, and enabling the Sales organization to perform at its highest potential. This role requires close collaboration with cross-functional stakeholders across Sales, Marketing, Customer Success, and Finance.

As an early-stage startup, we’re “all hands on deck”! We’re looking for someone who is excited for the opportunity to take on a ton of ownership and help us build for scale.

Responsibilities

Serve as the primary operational partner to the Sales team, providing day-to-day support, guidance, and problem-solving across systems, processes, and workflows.
Identify operational bottlenecks and propose process improvements that enhance efficiency, accuracy, and scalability across the revenue engine.
Build, maintain, and optimize Salesforce reports and dashboards to deliver clear visibility into performance trends, key KPIs, and business drivers.
Consolidate and analyze data to produce actionable insights that influence decision-making and guide sales leadership on strategic opportunities.
Partner with sales org to enhance adoption and effective usage of Salesforce (SFDC), reinforcing CRM best practices, forecasting discipline, pipeline hygiene, and standardized data governance.
Develop and maintain documentation, training materials, playbooks, and reference guides to support Sales onboarding and ongoing operational enablement.
Administer and update the centralized sales resource hub, ensuring content is organized, consistent, and current.
Conduct operational onboarding for new hires and support the rollout of new tools, processes, and programs.
Support the planning, coordination, and execution of regional and global Quarterly Business Reviews (QBRs) in partnership with Sales leadership.
Assist in the execution of key RevOps initiatives and large-scale projects.

Requirements

2+ years of experience in Consulting, Investment Banking, Private Equity, Sales Operations, Business Operations, or related revenue-focused roles.
Experience and familiarity with GTM workstreams and processes.
Ability to simplify and communicate complex processes and systems; experience creating clear documentation and training materials.
Strong analytical skills with experience using Excel/Google Sheets to organize, interpret, and visualize data.
High level of ownership, initiative, and accountability; able to work independently in a fast-paced environment.
Exceptional attention to detail and a commitment to operational accuracy.
Strong verbal and written communication skills with the ability to influence stakeholders at all levels.