About The Role
The Revenue Operations Analyst connects CRM data, business systems, and go-to-market processes to improve how revenue teams plan, execute, and measure performance. The role owns reporting and analysis across pipeline, bookings, conversion, retention, and forecast accuracy.
You will partner with Sales, Marketing, Customer Success, Finance, and Business Systems to define metrics, improve data quality, automate recurring workflows, and turn operational questions into clear recommendations. The role is based in San Francisco, CA and operates remotely.
Key Responsibilities
- Build and maintain dashboards, reports, and recurring analyses in Salesforce, Looker, Tableau, or similar BI tools
- Analyze funnel performance, pipeline coverage, forecast accuracy, bookings, churn, and conversion trends to identify risks and opportunities
- Administer and improve revenue processes across CRM objects, lifecycle stages, lead routing, account hierarchies, and opportunity management
- Translate business requirements into system enhancements, reporting specifications, and scalable operational workflows
- Audit CRM and warehouse data for accuracy, define data-quality controls, and partner with Business Systems or Data Engineering on remediation
- Automate recurring reporting and operational tasks using SQL, spreadsheets, Salesforce Flow, or similar tools
- Document metric definitions, process changes, and operating procedures; present findings and recommendations to cross-functional stakeholders
What We Are Looking For
- 3-6 years of experience in revenue operations, business analysis, sales operations, data analysis, or a related function
- Advanced SQL and spreadsheet skills, including complex formulas, pivot tables, and data validation; experience with a BI platform such as Looker, Tableau, or Power BI
- Hands-on experience with Salesforce or a comparable CRM, including reporting, data structure, workflows, and pipeline processes
- Strong understanding of SaaS or technology revenue processes, including lead-to-opportunity conversion, forecasting, bookings, and customer lifecycle metrics
- Demonstrated ability to define business requirements, manage cross-functional projects, and deliver accurate analysis under tight deadlines
- Clear written and verbal communication skills, with the ability to explain technical findings to non-technical stakeholders
- Bonus: Experience with dbt, Snowflake, Salesforce administration, Marketo or HubSpot, Python, and statistical or cohort analysis
