Revenue Operations Analyst

Role Overview

• Assist with pipeline management, lead routing, and forecasting.
• Help operationalize initiatives defined by Sales and Revenue leadership.
• Support onboarding and training of new Salesforce users.
• Collaborate with teams to help assess performance and optimize lead management, account management, and activity tracking.
• Assist with compensation tracking and reporting.
• Build dashboards for sales, marketing, and leadership while analyzing pipeline health and funnel metrics, identifying operational inefficiencies and propose improvements.
• Gather feedback from end users on workflows, dashboards and processes to share with senior team members.
• Manage user accounts, security settings, roles, and permissions.
• Own day-to-day Salesforce configuration (fields, flows, reports, dashboards, validation rules).
• Implement scoped improvements and automation projects related to business systems including HubSpot, ZoomInfo, Outreach, Zendesk, Zoom etc.
• Maintain data integrity and system hygiene.
• Implement process automation and optimize flows to streamline repetitive tasks.
• Manage and configure custom objects, fields, page layouts, and record types.
• Perform regular audits to ensure data accuracy and completeness.
• Troubleshoot system issues and liaise with Salesforce support or third-party vendors as needed.
• Document workflows, configurations, and best practices for future reference.
• Think beyond the build — consider usability and adoption.
• Ensure changes make workflows easier for sales reps.
• Balance technical configuration with practical business outcomes.

Requirements

• Salesforce Certified Administrator.
• 2+ years in Revenue Operations, sales operations, or a related role supporting revenue growth in a SaaS or tech environment.
• Ability to manage several ongoing Salesforce.com customization projects from end-to-end, including gathering requirements, solution design and development, and finally working with stakeholders to roll out the solution to their teams.
• Demonstrable experience customizing the platform based on user requirements including custom fields and objects and layouts along with automation capabilities such as workflows, process builder, flows, and validation rules.
• Knowledge of Salesforce permissions, roles, reports, dashboards, and logical formulas.
• Strong analytical skills and the ability to meet tight deadlines.
• Enthusiasm to learn a new, complex domain and the humility to ask for help when needed.
• Strong understanding of Excel, BI, SOQL and understanding of DLRS (declarative lookup rollup summaries).

Tech Stack

• SFDC

Benefits

• Get access to comprehensive benefits. We pride ourselves on offering benefits covering medical, dental, vision, mental health, wellness and more.