Revenue Operations Analyst

Essential Functions

In addition to working in accordance with appropriate conduct and behavioral standards, specific responsibilities of this role include but are not limited to: 

• Sales & Marketing Alignment 
• Serve as the operational liaison between Sales and Marketing, ensuring consistent lead management, handoff processes, and pipeline hygiene 
• Partner with Marketing to optimize lead scoring, campaign attribution, and MQL-to-SQL conversion workflows 
• Support Sales leadership with territory planning, quota setting, and bookings tracking 
• Cross-Functional Collaboration 
• Work closely with Finance, Deal Desk, and Customer Experience teams to ensure accurate marketing deliverables and smooth customer lifecycle handoffs 
• Support onboarding of new sales and marketing team members with process documentation and tool training 
• Manage special projects and strategic initiatives as directed by VP of Revenue Operations and SVP of Marketing. 
• Process Optimization 
• Design, document, and continuously improve end-to-end GTM processes, from demand generation through closed-won 
• Identify and resolve bottlenecks across the sales and marketing funnel to improve efficiency and throughput 
• Develop and maintain standard operating procedures (SOPs) for key revenue-generating workflows 
• Forecasting & Planning Support 
• Assist in managing the sales forecast process and pipeline review cadences 
• Support annual and quarterly planning for Sales and Marketing, including headcount modeling, capacity planning, and budget alignment 
• Develop TAM/whitespace analyses and prospect playbooks to support pipeline generation efforts 
• Territory Planning & Ownership Support 
• Support annual territory planning efforts by preparing data, validating assignments, and executing approved changes.  
• Maintain territory and ownership updates throughout the year related to new hires, terminations, and role changes.  
• Perform day-to-day territory and ownership maintenance across Salesforce, Chili Piper, and other revenue systems.  
• Ensure accurate ownership and routing for accounts, contacts, leads, and related activities to support sales execution.  
• Assist with data hygiene efforts by identifying inconsistencies and escalating issues to the Rev Ops Team Lead as needed. 
• Reporting & Analytics 
• Liaison with key stakeholder driving requirements for dashboards and reports across Sales and Marketing KPIs using tools such as Salesforce and Power BI 
• Own and drive Marketing rhythm of business meetings 
• Support weekly pipeline review meetings, monthly and quarterly marketing business reviews with intelligence-driven insights 
• Technology Stack Management 
• Serve as a key Product Owner and power user for the Marketing GTM tech stack, including Salesforce, Gong, and Clay. 
• Evaluate, implement, and drive adoption of new tools that improve Sales and Marketing effectiveness 
• Partner with Systems Team to ensure integrations are functioning correctly and data flows seamlessly across platforms 

Minimum Requirements

• Bachelor's degree or equivalent professional experience  
• 2–5 years of experience in either Revenue Operations, Sales Operations, Marketing Operations, Project Management, Software sales, SaaS sales, medical field or adjacent experience 
• Strong analytical and problem-solving skills with a bias for data-driven decision-making  
• Excellent communication and stakeholder management skills; able to translate data into actionable insights for non-technical audiences  
• Highly organized with the ability to manage multiple projects and priorities in a fast-paced environment 

Preferred Qualifications

• Proven experience supporting both Sales and Marketing functions in a B2B SaaS or technology environment  
• Proficiency with either Salesforce CRM (required); experience with Gong, Aviso, HubSpot, Marketo, or similar platforms preferred  
• Demonstrated ability to validate reports, dashboards, and data visualizations in Power BI, Tableau, or equivalent tools 

Working Environment/Physical Demands

• General remote work requirements; stable internet, moderate noise levels. 
• Limited to no regular travel requirements 
• Activities require significant sitting at a desk and computer, with some walking and standing for partner interactions.