Revenue Operations Analyst

Job Title:

Location:

Shift:

Reports To:

Department:

Job Summary

Revenue Operations Analyst

The ideal candidate is analytical, organized, a fast learner, and excited to work in a fast-paced, high-growth environment where they can make a measurable impact.

Key Responsibilities

Sales & Marketing Operations Support

• Assist in the daily management and maintenance of CRM platforms (Salesforce or Microsoft Dynamics).
• Support campaign setup, lead tracking, segmentation, and performance reporting in marketing automation tools (e.g., HubSpot).
• Ensure data accuracy and hygiene across all systems by performing routine audits and clean-up activities.

Analytics & Reporting

• Build and update dashboards and reports in Power BI, Tableau, or Excel to track KPIs and funnel metrics.
• Compile regular performance reports on lead generation, pipeline activity, and campaign performance.
• Analyze trends and provide initial insights to support strategy discussions with the Revenue Operations Manager.

Process Improvement & Documentation

• Document key processes, workflows, and SOPs related to revenue operations activities.
• Assist in identifying inefficiencies in tools or processes and suggest potential improvements.
• Support QA testing of campaigns and system updates to ensure data integrity.

Collaboration & Coordination

• Work closely with Sales, Marketing, and Customer Success teams to support execution of campaigns and GTM initiatives.
• Help coordinate cross-functional projects by tracking timelines, deliverables, and data dependencies.
• Participate in meetings and take notes/actions as required by the Revenue Operations Manager.

Qualifications

• Bachelor’s degree in business, Marketing, Analytics, Information Systems, or a related field.
• 1–3 years of experience in a sales, marketing, or revenue operations role (or equivalent internship experience).
• Basic familiarity with CRM and marketing automation platforms (Salesforce, HubSpot, Microsoft Dynamics, etc.).
• Proficiency in Excel/Google Sheets for data analysis and reporting.
• Strong attention to detail, problem-solving ability, and organizational skills.
• Comfortable working independently and managing multiple priorities in a dynamic environment.

Preferred Skills

• Experience with data visualization tools like Power BI or Tableau.
• Basic knowledge of SQL and/or experience pulling data from BI tools.
• Familiarity with tools such as Google Analytics, Salesloft, AdWords.
• Exposure to B2B SaaS or IT services industry a plus.
• Strong written and verbal communication skills.