Revenue Operations Analyst
About The Role The Revenue Operations Analyst owns the systems and data layer that powers the go-to-market organization — CRM architecture, pipeline reporting, territory and quota models, and the workflows connecting sales, marketing, and finance. The role turns messy funnel data into decisions leadership actually makes: forecasting accuracy, deal-motion analysis, and tooling that removes friction from how revenue teams operate.
Key Responsibilities
Administer and optimize the Salesforce org: manage objects, validation rules, flows, and permission sets that support sales and CS teams Build and maintain pipeline, forecast, and conversion dashboards in Tableau or Looker, publishing weekly to sales leadership Partner with Finance on quarterly forecast cycles, quota setting, and territory design; reconcile CRM data against bookings Design and monitor lead-routing, assignment, and SLA workflows across the marketing-to-sales handoff (Marketo, HubSpot, or similar) Audit and enforce data hygiene across accounts, opportunities, and contacts; build automated dedupe and enrichment processes Evaluate and implement RevTech tooling (ZoomInfo, Gong, Outreach, Clari) — own vendor onboarding and adoption tracking Define and track go-to-market KPIs, surfacing bottlenecks in the funnel with clear, actionable analysis What We Are Looking For 3-6 years in revenue operations, sales operations, or business analysis within a B2B SaaS or technology environment Advanced Salesforce administration experience (ADMIN 201-level knowledge or certification preferred) Strong SQL skills and hands-on experience with a BI tool (Tableau, Looker, or Power BI) Proven ability to model pipeline, forecast accuracy, and quota scenarios; advanced spreadsheet fluency expected Experience managing CRM-to-marketing-automation integrations and lead lifecycle processes Bachelor's degree in a quantitative field, business, or equivalent practical experience Bonus: Salesforce Platform App Builder or CPQ certification, experience with dbt/ETL pipelines, or exposure to Clari/Gong analytics