Revenue Workflow Analyst

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

📋 Description

• Assist with daily revenue operations across Salesforce and associated go-to-market (GTM) systems.

• Develop simple automations, organized templates, and repeatable processes to minimize manual tasks.

• Design and evaluate AI-driven workflows for account analysis, CRM updates, customer summaries, and pipeline insights.

• Assess AI-generated results for accuracy, clarity, and practicality.

• Contribute to maintaining precise and organized account, contact, opportunity, and customer information.

• Create and revise reports, dashboards, spreadsheets, and operational views for GTM teams.

• Examine revenue data to identify trends, gaps, risks, and procedural challenges.

• Collaborate with Sales, Customer Success, Marketing, Product, Finance, and RevOps to enhance processes.

• Independently troubleshoot workflow issues, then escalate with clear context and a proposed solution.

• Convert business inquiries into clear analyses utilizing spreadsheets, CRM reports, SQL, or BI tools.

• Understand how revenue systems interconnect, and assist in making those connections more efficient and user-friendly.

⛳️ Requirements

• 0–2 years of experience in operations, data analysis, systems work, computer engineering, or a relevant internship or project.

• Strong analytical abilities and comfort with spreadsheets, structured data, and business metrics.

• A proactive self-starter who can clarify ambiguous problems, determine the next steps, and make independent progress.

• An engineering mentality: you deconstruct problems, test hypotheses, document decisions, and enhance the system.

• Exceptional attention to detail, enabling you to identify messy data, unclear transitions, and flawed processes.

• Excellent written communication skills, allowing you to articulate changes, their significance, and the subsequent actions required.

• Quick adaptability to learning new tools, particularly CRM, reporting, automation, and AI technologies.

• A builder's mindset, eager to transform repetitive tasks into more efficient workflows.

• Strong sense of ownership; you ensure follow-through, ask insightful questions, and escalate issues with context.

• Comfortable navigating ambiguity, enabling you to start with imperfect inputs and create structure as needed.

• Interest in AI-driven workflows, automation, and contemporary GTM systems.

• Willingness to travel up to 10%.

🏝️ Benefits

• Equity offerings available.

• Bonus opportunities offered.