Revenue Operations Analyst

Evlo AI • Full-time • Remote (Washington, DC, US) • 1w ago

About The Role

The Revenue Operations Analyst connects CRM data, business systems, and commercial processes across marketing, sales, and customer success. The role owns reporting accuracy, operational workflows, and the data foundations used to manage pipeline, forecasting, bookings, and retention.

You will translate business requirements into scalable processes and system improvements, using tools such as Salesforce, HubSpot, SQL, and BI platforms to identify friction and improve revenue execution. The work directly supports planning, forecasting, performance management, and informed decisions by commercial leadership.

Key Responsibilities

Build and maintain revenue dashboards and recurring reports covering pipeline coverage, conversion, bookings, forecast accuracy, retention, and rep productivity
Audit CRM data quality, define governance standards, and implement validation rules, deduplication processes, and field-management procedures
Translate requirements from sales, marketing, finance, and customer success into Salesforce or HubSpot workflows, reports, and system enhancements
Analyze funnel and lifecycle data with SQL, spreadsheets, and BI tools to identify leakage, process bottlenecks, and opportunities for growth
Document lead-to-opportunity, opportunity-to-close, renewals, and forecasting processes, including ownership, handoffs, and service-level expectations
Support territory planning, quota and capacity analysis, incentive calculations, and recurring business reviews with accurate, timely analysis
Manage cross-functional RevOps projects from requirements through testing, rollout, stakeholder training, and post-launch measurement

What We Are Looking For

3-6 years of experience in revenue operations, sales operations, business analytics, or a related role within a technology company
Hands-on experience with Salesforce or HubSpot administration, reporting, workflow automation, and CRM data governance
Strong SQL and spreadsheet skills, including data extraction, joins, pivot tables, lookups, and basic statistical analysis
Experience building dashboards in a BI platform such as Looker, Tableau, Power BI, or Mode
Ability to map business processes, write clear requirements, and manage projects across sales, marketing, finance, and customer success
Bachelor’s degree in business, finance, economics, analytics, information systems, or a related field, or equivalent practical experience
Bonus: Experience with dbt, Snowflake, Marketo, Outreach, Gong, Clari, CPQ systems, or revenue forecasting and compensation processes