As a Revenue Operations Analyst, you will play a critical role in optimizing and maintaining the systems, processes, and data that drive revenue-generating teams. Your core focus will be on managing and enhancing CRM (Salesforce) data to ensure accuracy, consistency, and automation — enabling better decision-making across the organization. This position is ideal for someone who is analytical, detail-oriented, and passionate about operational efficiency.
Responsibilities:
CRM Data Management & Optimization
- Audit, cleanse, and standardize CRM data to ensure high integrity and usability
- Identify areas where data is inconsistent and improve accuracy
- Build and maintain dashboards and reports to support cross-functional needs (Sales, Marketing, Customer Success, Overall Business).
- Pressure test CRM workflows and data pipelines to ensure scalability and reliability
Revenue Insights & Reporting
- Analyze revenue performance metrics across the funnel (e.g., pipeline health, conversion rates, sales velocity)
- Generate adhoc reports to support overall GTM strategy
- Document data trends defined by Revenue Operations
Process Design & Optimization
- Identify bottlenecks or inefficiencies with how data is captured and leveraged day to day
- Develop and document scalable processes that improve cross-team alignment and operational consistency
- Work with sales and marketing stakeholders to refine process, data, and automation.
Tool & Systems
- Manage integrations between CRM and other revenue tools
- Partner with internal teams to scope system improvements and ensure smooth implementations
- Act as a power user for CRM and related platforms
Skills & Qualifications:
- 1-2 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical role, with a focus on CRM (Salesforce) data management, reporting, and cross-functional process improvement
- Strong experience working with CRMs (e.g., Salesforce, HubSpot) and BI/reporting tools (e.g., Looker, Tableau, Excel)
- Familiarity with data hygiene best practices, automation tools
- Exceptional attention to detail, organizational skills, and process-oriented mindset.
- Ability to manage multiple projects and stakeholders in a fast-paced environment
Benefits:
- Unlimited Paid Time Off
- Paid Holidays and Floating Holidays
- Medical, Dental, Vision, FSA/HSA, Life Insurance and Pet Insurance
- 401k with Employer Match
- Take up to 2 Days of Paid Time Off to Volunteer with a 501c Organization
- Paid Parental Leave
The annual OTE (On-Target Earnings) range for this position is $71,500-$82,500. The actual OTE will vary based on the candidate’s experience, skills, and qualifications, as well as internal equity and market data for their location. This role includes a base salary and performance-based variable compensation, with full details to be shared during the recruitment process.
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