Senior Revenue Operations Analyst

Role Overview

• Handle escalations and complex issues related to sales onboarding and offboarding, including workflow concerns such as incorrect account ownership, Salesforce automation errors, and territory logic changes.
• Collaborate with IT and third-party vendors to troubleshoot issues beyond initial analyst support for sales tools, user management, and reporting requests in Clari and other platforms.
• Manage mid-to-high complexity queries, audits, and requests related to compensation and commissions.
• Work closely with the core team to resolve escalated issues, perform root cause analysis, and identify trends.
• Develop process enhancements to improve efficiency, ensure SLA compliance, and optimize performance.
• Handle escalations and complex deal-related queries, including pricing calculations, discount structures, and revenue allocations.
• Audit new logos, renewals with upsells, and deal splits to ensure accuracy and compliance.
• Manage escalated and urgent requests while conducting quality checks on analysts’ ticket resolutions.
• Collaborate with the Deal Desk team to resolve complex issues, identify training needs, and streamline processes.
• Analyze issue trends through reporting, conduct root cause analysis, and recommend automation or process improvements.
• Handle escalations and complex queries related to territory assignments, including resolving incorrect or missing values for accounts and opportunities.
• Support and troubleshoot opportunity deal requests, including quota splits, missing or incorrect field values, opportunity transfers and ownership management, and stage updates.
• Conduct audits to ensure data accuracy and compliance while collaborating with stakeholders to enhance processes.
• Support the setup of users within multiple sales tools such as LinkedIn Sales Navigator, Clari, Outreach, and Salesforce.
• Address escalations related to tool access, configurations, and troubleshooting complex user issues.
• Conduct audits for high-complexity deal types, reviewing analysts' work and addressing escalated queries before involving stakeholders.
• Liaise with the Deal Desk team to troubleshoot escalated cases and refine workflows, providing feedback and optimized process flows to analysts.
• Perform in-depth validations of pricing and contract structures, ensuring compliance, mitigating risks, and identifying process improvement opportunities.

Requirements

• Experience in supporting and handling escalations for user management and profile setup within sales tools such as Clari, Tableau, Salesforce, and CRM platforms.
• Proficiency in Clari and Salesforce dashboards, reporting, troubleshooting, and backend support.
• Deal Desk support experience, including handling escalations, responding to queries, and resolving errors related to quotes, pricing, opportunity splits, and order forms.
• Knowledge or experience in renewals support, including responding to renewal-related queries and resolving data errors.
• Strong understanding of Sales Operations (SaaS operations), Rules of Engagement, and Audit Processes.
• Proficiency in Salesforce Tool Navigation (Accounts, Opportunities, Reports), Data & Analytics, and Salesforce Admin functions.
• Experience using ticketing systems like Zendesk, Jira, or ClickUp to manage requests and escalations.
• Mid-to-intermediate-level reporting skills, including Salesforce report creation, Lucidchart workflows, and Google Sheets (basic formulas) & Slides.
• Experience handling escalations related to sales tool setup and troubleshooting, including LinkedIn Sales Navigator, Clari, Outreach, and Salesforce.
• Strong attention to detail, analytical skills, and the ability to systematically organize and innovate solutions.

Tech Stack

• Tableau

Benefits

• Competitive compensation, plus all full-time employees participate in our ownership program
• because everyone should have a stake in our success.
• Flexible work culture. Our remote, hybrid and in-office collaboration spaces vary by role, team and location.
• Generous time off, including local holidays and our annual “Dim the Lights” period in late December, when teams are encouraged to step back and recharge based on departmental needs.
• Comprehensive wellness programs and mental health support
• Annual learning and development stipends to support your growth
• The technology and tools you need to do your best work
• Motivosity employee recognition program
• A culture rooted in inclusivity, support, and meaningful connection