Revenue Operations Analyst

Role Description

The Revenue Operations Analyst supports the revenue organization across reporting and analytics production, Deal Desk operations, and Salesforce data quality. This role is responsible for:

• Producing and maintaining recurring KPI reporting packages.
• Building and validating Salesforce reports and dashboards.
• Supporting opportunity and deal processing workflows.
• Documenting repeatable RevOps processes.

The Revenue Operations Analyst plays a key role in improving business continuity and reporting consistency by providing reliable execution capacity and backup coverage for mission-critical revenue workflows.

Responsibilities

• Reporting & Analytics Production:
  • Produce and maintain weekly, monthly, and quarterly KPI reporting packages, dashboards, and workbooks in partnership with the Revenue Operations Manager.
  • Build, maintain, and validate Salesforce reports and dashboards; support Tableau reporting needs.
  • Perform reporting QA, variance checks, and data validation across recurring reporting outputs.
• Deal Desk & Opportunity Management:
  • Support Deal Desk queue management, opportunity review, and quote/order processing workflows in Salesforce.
  • Assist with renewal, amendment, cancellation, and closed-won operational processes.
  • Support billing and implementation handoffs and provide backup coverage for Deal Desk workflows.
  • Perform routine Salesforce opportunity cleanup and operational data quality work.
• Documentation and Business Continuity:
  • Document mission-critical RevOps and Deal Desk processes, including SOPs, checklists, and process maps.
  • Help convert institutional knowledge into documented, repeatable operating practices that strengthen backup coverage.
• Collaboration and Process Support:
  • Partner with Sales, Finance, Marketing, Client Success, Business Applications, and RevOps stakeholders.
  • Help identify recurring issues and manual tasks that should be documented, standardized, or automated.
  • Support intake, prioritization, and follow-through on ad hoc reporting and operational requests.

Qualifications

• Generally 2-5 years of experience in Revenue Operations, Sales Operations, Business Operations, or data analytics.
• Experience building and maintaining Salesforce reports and dashboards, with working knowledge of Salesforce opportunity and deal management processes.
• Strong Excel skills and experience with data visualization tools (e.g., Tableau, Power BI).
• Strong attention to detail, data accuracy, and process discipline.
• Excellent communication and organizational skills; ability to manage competing priorities and support Pacific Time business hours.
• Bachelor’s degree in Business, Finance, Information Systems, or a related field, or equivalent practical experience.

Success Criteria

• Ensure integrity and accuracy of data and reports across all software systems.
• Create trust with teams by communicating thoroughly and providing top tier support.
• Support clear dashboards which tell the story of the data.
• Help improve workflows, identify bottlenecks and introduce automation to reduce manual and repetitive tasks.

Compensation

• Annual salary range between $70-75k.
• Bonus potential up to 10% annually.

Physical Requirements

• Working at a computer typing and viewing a screen - Constantly.
• Stationary sitting or standing - Constantly.
• Visual Recognition - Constantly.
• Communicating verbally and/or in writing - Often.
• Hearing/Listening - Occasionally.
• Travel - Seldom.

Benefits

• Medical, Dental, Vision.
• Flexible Spending Accounts.
• PTO, Paid and Floating Holidays.
• 401k with Company match and immediate vesting.
• Company-funded Life Insurance.
• Employee Assistance Programs.
• No-cost Mental Health Benefits.