Revenue Operations Analyst

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

📋 Description

• Manage the daily operations of the Revenue Operations request queue.

• Assess, prioritize, assign, and oversee incoming cases until resolution.

• Track queue health, aging, volume, and resolution timings.

• Recognize recurring requests and opportunities for process enhancements, automation, documentation, or enablement.

• Act as a key point of contact and operational partner for Customer Success within Revenue Operations.

• Convert business needs into scalable processes, reporting, and system enhancements.

• Assist with changes and improvements to Salesforce and other Revenue Operations tools.

• Align Customer Success enablement coordination for operational modifications.

• Document and standardize operational processes for Customer Success.

• Facilitate testing and quality assurance for system, workflow, and process modifications.

• Oversee the comprehensive customer cancellation and offboarding process.

• Coordinate cancellations involving Customer Success, Implementation/Offboarding, Billing, Finance, and other relevant parties.

• Conduct quality assurance and rectify discrepancies impacting offboarding, billing, reporting, or revenue data.

• Analyze cancellation patterns and provide operational insights.

• Develop and sustain Salesforce reports and dashboards for Sales, Customer Success, Marketing, and Revenue Operations.

• Deliver Clari and CAP reporting to leadership in Customer Success.

• Create recurring and ad hoc reports for leadership decision-making and operational assessments.

• Investigate discrepancies across Salesforce and other revenue systems.

• Establish consistent definitions and reporting methodologies for revenue and customer metrics.

• Serve as a subject matter expert in Salesforce reporting.

• Build and maintain complex Salesforce reports, dashboards, report types, filters, formulas, and related solutions.

• Support initiatives to ensure CRM data quality and enhancements to Salesforce.

• Identify and execute process improvements, automation, self-service reporting, documentation, and enablement.

⛳️ Requirements

• Minimum of 2 years of experience in Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a similar analytical/operational role.

• Extensive experience with Salesforce and a deep understanding of reports and dashboards.

• Proficient in working with CRM data and translating business needs into reporting or operational solutions.

• Strong analytical capabilities to investigate data, identify trends, and clearly communicate findings.

• Excellent project and process management skills, capable of managing tasks from inception to completion.

• Exceptional attention to detail and a commitment to data accuracy and quality assurance.

• Strong written and verbal communication abilities.

• Proven effectiveness in collaborating with stakeholders across various departments.

• Ability to prioritize competing requests and operate efficiently in a dynamic environment.

• Comfortable identifying issues, proposing solutions, and taking ownership until resolution.

🏝️ Benefits

• Health insurance plans, including dental and vision coverage.

• Wellness incentives available.

• 401(k) plan with employer matching contributions.

• Flexible paid time off policy.

• Quarterly wellness days offered.

• Paid holidays included.

• Unique employee engagement initiatives.

• Opportunities for career growth and success.

• Flexible work environment provided.

• Work-from-home arrangement available.