Revenue Operations Analyst

The OpportunityWe're hiring a Revenue Operations Analyst, with a keen eye towards leveraging AI, to manage and improve the blossoming data infrastructure and reporting systems that power Stepful's B2B commercial growth.This is a high-impact role for someone who is passionate and knowledgeable about AI, analytically rigorous, scrappy, and excited to build something from the ground up. You'll report to the Director of Revenue Operations and work closely with our commercial and finance teams.This hybrid role is based out of our lower Manhattan office (in-office T/W/Th).What You'll DoAI-focusBuild and deploy automated workflows across Claude, HubSpot, Slack, and our GTM stack to eliminate manual handoffs and reduce AE, CSM, and SA administrative burdenIdentify high-friction processes across the pipeline and replace them with scalable automation (e.g., lead routing, renewal triggers, health score alerts, onboarding sequences)Experiment with and build within AI tools (Clay, ChatGPT, Claude, etc.) to enrich data, generate insights, and accelerate commercial team workflowsCRM & Data InfrastructureLeveraging AI, serve as a key admin and steward of HubSpot, ensuring data quality, pipeline hygiene, and process adherence across commercial teamsDesign and maintain scalable CRM workflows, properties, and stages that reflect how the business operatesIdentify and resolve data gaps or inconsistencies before they impact reporting or forecasting through building AI-automated data quality checks and enrichment workflows so inconsistencies are caught before humans notice themOwn our GTM tech stack evaluation and integration (e.g., you decide what connects, how, and why)Process & GTM SupportPartner with Sales, Client Success (CS), and Solution Architecture (SA) to document, optimize, and operationalize GTM processes from lead routing and handoff to renewal and expansion motionsSupport territory planning, account segmentation, and capacity modeling as we scale the commercial teamIdentify friction points in the pipeline funnel and propose data-backed solutions to remove themBe a go-to analytical resource for Sales, CS, SA, and leadershipReporting & AnalyticsLeveraging AI, build and maintain dashboards and reports tracking pipeline health, bookings and revenue attainment, sales velocity, client health, and client retention across our B2B businessDevelop and manage cohort analyses, forecasting models, and ad hoc analyses that help leadership make fast, informed decisions and support routine board and All Hands meetingsOwn our core commercial metrics (bookings, bookings retention, time-to-close, activation rates, client health scores) and ensure consistent definitions and usage across teamsPartner with Finance on bookings and revenue reportingWhat You'll Bring2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical roleStrong proficiency in Excel and/or Google Sheets, including pivot tables, XLOOKUP, SUMIFS, AVERAGEIFS, and array formulasHands-on experience with HubSpot (or a comparable CRM) with a strong grasp of pipeline management and data hygieneExperience building dashboards and reports—whether in a BI tool (Looker, Tableau, etc.) or directly in HubSpotAnalytically rigorous and detail-oriented: you catch data inconsistencies before others do and you care about getting the numbers rightProven experience using AI to improve the commercial teams' efficiency via data and reporting analysis and building automation & workflowsStrong communicator who can translate complex analyses into clear narratives for non-technical stakeholdersComfortable operating in ambiguity and excited to build processes where none exist yetMission-driven and energized by the idea of bringing data clarity to a team doing meaningful workRequired Technical SkillsWorkflow automation: We care just as much about what you've automated as what you've manually built. If you've replaced a spreadsheet with a workflow, tell us about it!Build and manipulate pivot tables and chartsUse XLOOKUP, VLOOKUP, SUMIF, COUNTIF, AVERAGEIFS, and nested IF formulasWrite array formulas including BYROW, LAMBDA, FILTER, and UNIQUEApply conditional formatting and data validationBonus: INDEX + MATCH, query functions, and Google Apps Script or Excel macrosBonus Points IfYou have EdTech and/or healthcare experienceYou've worked in a B2B2C settingYou have experience with Gong, HubSpot, or other GTM toolingInterview ProcessIntroductory call with Talent Acquisition team memberInterview with Hiring ManagerTake-Home AssignmentVirtual Panel InterviewOn-Site Panel InterviewBenefits & Compensation:Meaningful Equity StakeSubsidized Medical, Dental, and Vision insurance plan options401(k)FSA, HSA and commuter benefitsLearning stipendOpen vacation policy, including: Guidance of 15 days PTO annuallyStepful closed the last week of December15 work-from-anywhere days10 public holidays observed for 2026The target base salary range for this opportunity is $100,000 - $120,000, and is part of a competitive total rewards package including equity and benefits. Individual pay may vary from the target range and is determined by a number of factors including experience, internal pay equity and other relevant business considerations.Stepful is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran status, gender identity or expression, sexual orientation, pregnancy, or other applicable legally protected characteristic.