Revenue Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the daily management of our CRM (HubSpot), including the oversight of custom fields, workflows, and user permissions.

• Conduct audits and ensure the integrity of CRM data, covering the entire customer journey from initial contact to revenue generation, to facilitate accurate forecasting, lead attribution, and pipeline analysis.

• Oversee and enhance the GTM tech stack, ensuring that integrations among sales, marketing, and customer success tools are dependable and well-documented.

• Develop and manage lead routing logic, account segmentation, and assignment processes.

• Create and sustain dashboards and reports that provide GTM stakeholders with clear insights into pipeline, conversion, and revenue performance in HubSpot and Google Sheets.

• Assist in Revenue Operations’ reporting routine, including weekly forecasting discussions and quarterly business reviews, ensuring data is accurate and timely.

• Highlight trends and insights that empower leadership to make quicker, more informed decisions.

• Design and document scalable revenue processes and transitions between marketing, sales, and customer success.

• Implement automation to minimize manual tasks and enhance efficiency and consistency across teams.

• Support quote-to-cash, deal desk, and renewal operations in collaboration with Sales, Finance, and Customer Success teams.

• Act as a strong cross-functional collaborator, bridging the gap between technical systems and business requirements.

⛳️ Requirements

• 2-4 years of experience in revenue operations, sales operations, marketing operations, or a comparable role within a SaaS environment.

• A strong analytical mindset with the ability to link operational solutions to revenue results.

• Ability to communicate effectively across all levels in a fully remote setting.

• Take pride in maintaining clean data, organized systems, and well-documented processes.

• Experience with HubSpot CRM administration, particularly in developing and maintaining automation (workflows, sequences, and process automation).

• Preference for experience with Operations Hub custom code workflow actions and webhooks.

• Experience in CPQ management and administration, including consumption pricing model oversight — DealHub preferred, but familiarity with any CPQ platform is valuable.

• Understanding of recurring revenue principles and churn reporting (MRR/ARR, retention, and expansion).

• Proficient in Google Sheets and/or Excel, including advanced formulas, pivot tables, and data visualization skills.

• Experience in maintaining custom integrations using low-code platforms such as Zapier.

• Nice-to-Haves: administrative experience with Vitally, Stripe, or scheduling/routing tools like RevenueHero or Chili Piper.

• Technical integration experience — building, troubleshooting, and maintaining integrations across the GTM tech stack.

• Familiarity with HubSpot APIs for integration management.

• Experience in governance/risk/compliance technology, legaltech, or cybersecurity.

• Knowledge of Python or Node.js troubleshooting.

🏝️ Benefits

• Competitive pay and ownership interest/equity.

• Unlimited paid time off, with a requirement to take at least two weeks off each year.

• Recognized as a Best Place for Working Parents, offering paid parental leave for all new parents.

• Osano covers individual premiums at 100% and dependent premiums at 50% for Medical, Dental, and Vision insurance through Aetna.

• Operate in a fully remote environment, allowing you to work from anywhere in the U.S.

• Receive a MacBook and $600 to enhance your home workspace.

• Annual company retreat aimed at fostering connection, creativity, and enjoyment.

• Mental health benefits that include complimentary memberships to mindfulness and talk therapy services.