About The Role
The Revenue Operations Analyst connects go-to-market data, systems, and business processes across sales, marketing, and customer success. The role owns the reporting layer and operational workflows that help revenue teams forecast accurately, manage pipeline, and make faster decisions.
You will translate business requirements into scalable CRM processes, dashboards, and analyses. The work spans Salesforce administration, data quality, funnel reporting, territory and quota operations, and automation across the revenue technology stack.
Key Responsibilities
- Build and maintain Salesforce reports, dashboards, fields, validation rules, and workflow automations for sales, marketing, and customer success
- Analyze pipeline, conversion, retention, forecast, and rep productivity metrics using SQL, spreadsheets, and BI tools such as Looker or Tableau
- Define and document lead-to-opportunity, opportunity-to-close, and customer lifecycle processes with clear ownership and service-level expectations
- Audit revenue data across Salesforce, marketing automation, billing, and product systems; resolve inconsistencies and improve data quality
- Partner with Finance and Sales leadership on territory planning, quota allocation, forecast reporting, and recurring revenue analysis
- Translate stakeholder requirements into technical specifications, prioritize the operations backlog, and coordinate testing and rollout of system changes
- Automate recurring reporting and operational workflows using tools such as Salesforce Flow, Zapier, Workato, or similar platforms
What We Are Looking For
- 3-6 years of experience in revenue operations, sales operations, business analytics, or a related role at a technology company
- Hands-on experience administering or operating within Salesforce, including reporting, dashboard development, data management, and workflow configuration
- Strong SQL and spreadsheet skills; experience building analysis and executive-ready reporting in Looker, Tableau, Power BI, or a similar BI platform
- Understanding of B2B revenue processes, including lead routing, pipeline stages, forecasting, bookings, renewals, and customer lifecycle reporting
- Demonstrated ability to gather requirements, manage cross-functional projects, and convert ambiguous business problems into reliable processes or systems
- Bachelor’s degree in business, finance, economics, information systems, data analytics, or a related field
- Bonus: experience with Salesforce certifications, dbt, Snowflake, Marketo or HubSpot, subscription billing systems, and territory or compensation planning tools
