About The Role
The role serves as the analytical and operational backbone of the go-to-market organization, bridging the gap between sales, marketing, finance, and system engineering. The core objective is to optimize the revenue pipeline by administering critical GTM systems, identifying process bottlenecks, and building the reporting infrastructure needed for data-driven decision making.
This position sits at the intersection of business strategy and systems architecture. The analyst will collaborate closely with executive stakeholders to translate high-level business goals into scalable automated workflows, clean data models, and actionable performance dashboards.
Key Responsibilities
- Administer, configure, and maintain the Salesforce CRM instance, including managing custom objects, validation rules, page layouts, flow builder automations, and third-party integrations
- Design and build end-to-end performance dashboards and automated reporting in Tableau or Power BI to track key GTM metrics like pipeline velocity, customer acquisition cost, and net revenue retention
- Analyze complex sales and marketing datasets to identify friction points in the customer lifecycle, presenting actionable recommendations to GTM leadership to improve conversion rates
- Own the sales forecasting and planning processes, building quantitative models in Excel or Google Sheets to support quota setting, territory planning, and commission structures
- Enforce data hygiene standards across GTM systems by designing duplicate management rules, managing API integrations, and executing automated cleansing scripts
- Document operational procedures, system configurations, and data definitions to ensure organizational alignment and accelerate onboarding for new team members
What We Are Looking For
- 3–5 years of experience in Revenue Operations, Sales Operations, or Business Operations within a high-growth B2B technology environment
- Certified Salesforce Administrator (ADM-201) with proven experience building complex flows and managing third-party app integrations
- Advanced SQL proficiency for querying data warehouses (Snowflake, BigQuery, or Redshift) and translating raw tables into structured datasets
- Hands-on experience building production-grade BI dashboards using Tableau, Power BI, or Looker
- Strong financial acumen with advanced Excel capabilities for capacity modeling, territory mapping, and compensation design
- Bachelor's degree in Business Administration, Finance, Management Information Systems, or a related quantitative field
- Bonus: Experience with Marketo, HubSpot, Outreach, or ZoomInfo integrations; Python or R programming skills for predictive forecasting
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Revenue Operations Analyst
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