Revenue Operations Analyst driving visibility and efficiency across Sales, Marketing, and Customer Success teams. Analyzing CRM data and improving processes for decision-making and forecasting.
Responsibilities
The Revenue Operations Analyst plays a critical role in driving visibility, efficiency, and alignment across Sales, Marketing, and Customer Success.
Responsible for analyzing CRM data, improving processes, maintaining data integrity, and delivering insights.
Build, maintain, and optimize dashboards and reports for sales, marketing, and customer success performance.
Analyze funnel conversion, pipeline health, forecasting accuracy, and revenue trends.
Provide actionable insights to revenue leaders to support strategic planning and execution.
Administer and optimize CRM and tech stack (e.g., Salesforce, Apollo).
Ensure data accuracy, integrity, and consistency across systems.
Support system enhancements, integrations, and new tool implementations.
Document and improve processes across Sales, Marketing, and Customer Success.
Identify operational bottlenecks and recommend scalable solutions.
Support territory forecasting processes and CRM hygiene.
Partner with Sales, Marketing, Finance, and Customer Success to align metrics and goals.
Requirements
2–5 years of experience in Revenue Operations, Sales Operations, Business Operations, or a similar analytical role
Strong analytical skills with experience in reporting, data analysis, and visualization
Hands-on experience with CRM systems (Salesforce strongly preferred)
Advanced proficiency in Excel
Ability to translate data into clear insights and recommendations
Strong attention to detail and process-oriented mindset
Experience with BI tools (Tableau, Looker, Power BI) preferred
Familiarity with marketing automation and customer success platforms preferred
Experience supporting SaaS, B2B, or recurring revenue models preferred
Knowledge of forecasting, compensation, or quota modeling preferred
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