Revenue Operations Analyst

Revenue Operations Analyst

Requirements

• 3–5 years of experience in revenue operations, sales operations, or sales strategy roles within a high-performance, sales-driven environment, ideally in financial or professional services
• Proven ability to manage and optimize CRM and sales automation platforms and sales reporting (e.g., HubSpot, Salesforce, Outreach.io, Seamless.ai, Looker, Excel)
• Strong analytical skills; comfort working with sales data and drawing actionable insights
• Highly proactive with the ability to take initiative and drive process improvements independently
• Organized, and detail-oriented
• Comfortable navigating ambiguity and rapidly evolving priorities in a fast-paced, early-stage environment
• Strong interpersonal and communication skills with a team-first mindset.

Responsibilities

• Support lead research/enrichment, including managing outsourced research teams, developing lead scoring models and segmentation strategies to drive prioritization for sales and corporate development
• Build sales sequences and automation strategies to increase outreach efficiency and conversion
• Manage and optimize CRM and sales automation platforms
• Collaborate with marketing, growth activation, and relationship management teams to activate growth initiatives and cross-selling
• Own sales reporting/dashboards and funnel analytics across corporate development and sales. Maintain data integrity and reporting accuracy within CRM systems (e.g., Salesforce, HubSpot, Outreach.io) to track pipeline activity, conversion rates, and revenue performance
• Analyze outreach, conversion, and team performance data to uncover opportunities for scalable improvements across sales and M&A sourcing strategies
• Support sales forecasting
• Partner with servicing teams to identify and leverage cross-servicing opportunities.

Preferred Qualifications

No preferred qualifications provided.