Revenue Operations Analyst

Responsibilities:

Reporting & Analytics Production:

Produce and maintain weekly, monthly, and quarterly KPI reporting packages, dashboards, and workbooks in partnership with, and under the direction of, 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:

Physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Working at a computer typing and view a screen - Constantly

Stationary sitting or standing - Constantly

Visual Recognition - Constantly

Communicating verbally and/or in writing - Often

Hearing/Listening - Occasionally

Travel - Seldom