Revenue Operations Analyst

Revenue Operations Analyst

The Revenue Operations Analyst is dedicated to maximizing the efficiency and impact of our marketing and sales engine. In this role you will serve as the strategic architect of our marketing revenue operations interlock, optimizing the lead-to-opportunity lifecycle, managing our marketing cross-functional projects, and ensuring seamless data flow across systems. You will act as the critical bridge between Marketing, Sales, and Revenue Operations.

Essential Functions

• Sales & Marketing Alignment
  • Serve as the operational liaison between Sales and Marketing, ensuring consistent lead management, handoff processes, and pipeline hygiene
  • Partner with Marketing to optimize lead scoring, campaign attribution, and MQL-to-SQL conversion workflows
  • Support Sales leadership with territory planning, quota setting, and bookings tracking
• Cross-Functional Collaboration
  • Work closely with Finance, Deal Desk, and Customer Experience teams to ensure accurate marketing deliverables and smooth customer lifecycle handoffs
  • Support onboarding of new sales and marketing team members with process documentation and tool training
  • Manage special projects and strategic initiatives as directed by VP of Revenue Operations and SVP of Marketing.
• Process Optimization
  • Design, document, and continuously improve end-to-end GTM processes, from demand generation through closed-won
  • Identify and resolve bottlenecks across the sales and marketing funnel to improve efficiency and throughput
  • Develop and maintain standard operating procedures (SOPs) for key revenue-generating workflows
• Forecasting & Planning Support
  • Assist in managing the sales forecast process and pipeline review cadences
  • Support annual and quarterly planning for Sales and Marketing, including headcount modeling, capacity planning, and budget alignment
  • Develop TAM/whitespace analyses and prospect playbooks to support pipeline generation efforts
• Territory Planning & Ownership Support
  • Support annual territory planning efforts by preparing data, validating assignments, and executing approved changes.
  • Maintain territory and ownership updates throughout the year related to new hires, terminations, and role changes.
  • Perform day-to-day territory and ownership maintenance across Salesforce, Chili Piper, and other revenue systems.
  • Ensure accurate ownership and routing for accounts, contacts, leads, and related activities to support sales execution.
  • Assist with data hygiene efforts by identifying inconsistencies and escalating issues to the Rev Ops Team Lead as needed.
• Reporting & Analytics
  • Liaison with key stakeholder driving requirements for dashboards and reports across Sales and Marketing KPIs using tools such as Salesforce and Power BI
  • Own and drive Marketing rhythm of business meetings
  • Support weekly pipeline review meetings, monthly and quarterly marketing business reviews with intelligence-driven insights
• Technology Stack Management
  • Serve as a key Product Owner and power user for the Marketing GTM tech stack, including Salesforce, Gong, and Clay.
  • Evaluate, implement, and drive adoption of new tools that improve Sales and Marketing effectiveness
  • Partner with Systems Team to ensure integrations are functioning correctly and data flows seamlessly across platforms

Minimum Requirements

• Bachelor's degree or equivalent professional experience
• 2–5 years of experience in either Revenue Operations, Sales Operations, Marketing Operations, Project Management, Software sales, SaaS sales, medical field or adjacent experience
• Strong analytical and problem-solving skills with a bias for data-driven decision-making
• Excellent communication and stakeholder management skills; able to translate data into actionable insights for non-technical audiences
• Highly organized with the ability to manage multiple projects and priorities in a fast-paced environment

Preferred Qualifications

• Proven experience supporting both Sales and Marketing functions in a B2B SaaS or technology environment
• Proficiency with either Salesforce CRM (required); experience with Gong, Aviso, HubSpot, Marketo, or similar platforms preferred
• Demonstrated ability to validate reports, dashboards, and data visualizations in Power BI, Tableau, or equivalent tools

Working Environment/Physical Demands

• General remote work requirements; stable internet, moderate noise levels.
• Limited to no regular travel requirements
• Activities require significant sitting at a desk and computer, with some walking and standing for partner interactions.

Total Rewards:

• Generous annual bonus opportunity
• 401(k) with Employer Match
• Flexible Time Off: take time off when you need it without worrying about available hours
• 11 paid holidays
• Your Day Your Way - Celebrate a day of cultural or social significance to you
• Insurance: Choice of Medical, Dental, and Vision plans
• Health Savings Account with employer match
• Flexible Spending Account
• 100% Company-Paid Parental leave (After 6 months with the company)
• 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance
• Nextech Luminary Peer Recognition Program
• Wellness Program including discounts on medical premiums
• Employee Assistance Program with free counseling sessions available
• Corporate Discounts on Retail, Travel, and Entertainment