Senior Revenue Operations Analyst

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

📋 Description

• Take charge of the strategic management and enhancement of HubSpot CRM, covering areas such as data architecture, custom objects, workflows, permissions, lifecycle management, and governance.

• Act as the primary custodian of CRM data quality and integrity throughout the entire customer journey, guaranteeing precise forecasting, attribution, pipeline reporting, and high-level analytics.

• Direct the administration and enhancement of the GTM technology stack, ensuring dependable integrations, system performance, documentation, and long-term scalability.

• Create and uphold intricate lead routing, territory management, account assignment, and segmentation logic that adapts to changing business requirements.

• Assess, propose, and implement new tools and technologies aimed at enhancing operational efficiency and supporting corporate growth.

• Develop and manage executive dashboards and reporting in HubSpot, Google Sheets, and other BI tools that deliver actionable insights into pipeline health, forecast accuracy, funnel performance, customer retention, and revenue trends.

• Oversee the precision and distribution of recurring Revenue Operations reporting, which includes forecasting, board reporting, quarterly business reviews, and executive scorecards.

• Examine operational and revenue data to identify trends, reveal opportunities, and offer strategic recommendations that enhance GTM performance.

• Create scalable reporting frameworks and KPI definitions to maintain consistency across the organization.

• Design, implement, and continually enhance scalable end-to-end revenue processes spanning Marketing, Sales, Customer Success, and Finance.

• Spearhead automation initiatives that eliminate manual tasks, enhance data quality, and boost operational efficiency across the revenue organization.

• Collaborate closely with Sales, Finance, and Customer Success to refine quote-to-cash, renewals, expansion, and deal desk processes.

• Establish operational best practices, documentation standards, governance policies, and change management processes for GTM systems.

• Transform business requirements into technical solutions while serving as a trusted advisor to cross-functional stakeholders.

⛳️ Requirements

• Over 5 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or a comparable role within high-growth SaaS organizations.

• More than 5 years of experience managing HubSpot CRM in a Revenue Operations or Sales Operations context.

• Extensive expertise in developing and optimizing HubSpot automation, including workflows, Operations Hub, custom code workflow actions, webhooks, and lifecycle management.

• Strong experience in managing and administering CPQ platforms, ideally DealHub, encompassing complex pricing models, subscription management, and consumption-based pricing.

• In-depth understanding of recurring revenue metrics, such as ARR, MRR, net revenue retention (NRR), gross revenue retention (GRR), churn, expansion, and forecasting methodologies.

• Advanced skills in Google Sheets and/or Excel, including complex formulas, pivot tables, query functions, dashboards, and financial modeling.

• Experience in administering and maintaining low-code integrations using tools like Zapier, Make, or similar platforms.

• Proven track record of enhancing CRM data quality, establishing governance frameworks, and designing scalable operational processes.

• Demonstrated capability to independently lead cross-functional projects from discovery through to implementation.

🏝️ Benefits

• Competitive pay package and ownership interest/equity.

• Unlimited paid time off, with a mandatory 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 on base plans at 100% and dependent premiums at 50% for Medical, Dental, and Vision insurance through Aetna.

• A fully remote company, allowing you to work from anywhere in the U.S.

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

• Annual company retreat designed to promote connection, creativity, and enjoyment.

• Mental health benefits, including free memberships to mindfulness and talk therapy services.