Revenue Operations Analyst, Salesforce, Analytics

Role Overview

• Serve as a primary administrator for Salesforce, supporting Sales Cloud, Service Cloud, and Experience Cloud.
• Design, build, and maintain automation using Salesforce Flow, validation rules, and scalable configuration best practices.
• Support advanced customization needs where applicable (Apex is a bonus, but not required).
• Partner closely with Marketing, Sales, Customer Experience, and leadership to understand business objectives and translate them into scalable operational solutions.
• Act as a discovery-driven problem solver: gather requirements, challenge assumptions, and design solutions that drive measurable outcomes (not just ticket fulfillment).
• Own and improve GTM systems integrations and workflows across the revenue tech stack (Salesforce, HubSpot, support tools, scheduling tools, enrichment platforms, etc.).
• Maintain strong data governance across pipeline, activity, forecasting, lifecycle, and customer reporting to ensure trust in business decision-making.
• Build and maintain dashboards and reporting outputs for leadership using Power BI or comparable BI tools.
• Identify trends in revenue data and proactively generate insights (pipeline health, stage conversion, funnel bottlenecks, adoption drop-off, churn risk indicators).
• Improve frontline productivity by designing systems that reduce manual CRM burden and increase automation of data capture wherever possible.
• Build processes and workflows with a strong bias toward scalability, consistency, and long-term maintainability.
• Aggressively reduce or prevent tech debt by avoiding brittle solutions and designing with future growth in mind.
• Drive adoption by anticipating friction points and creating workflows that align with how teams actually operate (not how we wish they operated).

Requirements

• 3+ years of experience in Revenue Operations, Sales Operations, Salesforce Administration, or a similar GTM systems role.
• Strong hands-on Salesforce administration experience, including: Sales Cloud (required), Service Cloud, Mulesoft, and/or Experience Cloud.
• Automation via Salesforce Flow.
• User permissions, data model management, validation rules, and scalable configuration.
• Strong ability to translate business problems into operational system design, with an emphasis on simplicity and maintainability.
• A proactive, consultative mindset: you are not an order taker, and you’re comfortable pushing for clarity before building.
• Strong understanding of funnel mechanics (pipeline, stage progression, conversion, forecasting, renewals).
• High comfort level with data analysis and operational reporting, including dashboard design and KPI development.
• Experience building reports and analytics in Power BI or similar tools (Tableau, Looker, etc.).
• Interest in leveraging AI-enabled tools that improve productivity and insight, with a disciplined focus on solutions that create real user and buyer value (not gimmicky automation that creates noise or erodes trust).
• Strong user empathy and business savvy.
• Comfort with frontline teams who dislike CRM admin work, and the ability to creatively reduce that burden through automation and smart system design.
• Strong attention to detail and high standards for data quality.
• Ability to operate independently, prioritize effectively, and thrive in a fast-moving environment.

Tech Stack

• Cloud
• Tableau

Benefits

• Competitive compensation and benefits.
• Flexible work environment.
• The opportunity to build and shape a premium support function with measurable customer impact.
• A collaborative culture with close partnership across Support, Engineering, Product, and Customer Success.
• Professional growth within a scaling SaaS organization.