WHAT YOU WILL DO

The Revenue Operations Analyst will be a key member of the Revenue Operations team, supporting critical go-to-market cross-functional programs. The role’s primary objective is to drive process efficiency in Sales and Customer Success using data insights and technology. The revenue operations analyst will work closely across sales, customer success, finance and marketing to support daily operations. This person needs to be well organized, collaborative, familiar with the GTM team tech stack and have a firm understanding of SaaS  KPIs throughout the customer journey and sales process. 

Role Details:

• Passion for leading process improvements and driving revenue at a fast paced tech start-up working closely with leaders across the go-to-market team. 
• Manage reports and dashboards that  track KPIs and ensure that business processes and systems are generating accurate data and  providing visibility across cross-functional teams  
• Design business rules to analyze customer data and trigger actions for the Customer Success team to proactively engage with customers to drive retention and expansion. 
• System administration for critical Sales and Customer Success tools such as, Salesforce and Gainsight [or something similar] creating automation and approval flows. 
• Leads initiatives to optimize internal  handoff processes by actively gathering feedback from the team understand the importance of elevating key data points 
• Maintain customer health scores and provide key insights around product usage  
• Assist in building customer facing programs related to proof concept, onboarding and retention that continuously demonstrate product value to the end user. 
• Analyze data and subjective inputs to create playbooks and escalation paths for the Sales and Customer Success teams.

WHAT WE ARE LOOKING FOR

• 3+ years in operational role at a SaaS company with experience driving process improvements and strategy with focusing on Sales and Customer Success, working directly with both teams.
• Cross functional project management with the go-to-market team measuring and driving key initiatives that impact daily sales operations objectively reviewing results 
• Experience using Salesforce and creating dashboards, reports, and managing data integrity
• Experience being a power user, or administrating a Customer Success tool [Gainsight, Catalyst, Strikedeck, or something similar]
• Ability to objectively evaluate and implement Sales and Customer Service playbooks
• Strong analytical skills, deep understanding of SaaS KPIs and proficient in MS Excel/Google sheets   
• Ability to create clear process documentation
• Nice to have: Implementing and managing  customer health scoring 
• Nice to have: Salesforce Administration   
• Nice to have: Industry experience 

GOALS YOU WILL CONTRIBUTE OR OWN

• Own driving process improvements across the go-to-market team
• Build user-friendly insightful reports/dashboards related to sales and customer health
• Provide insights on GTM programs for new and existing business  
• Administration tools including manage data and creating automations/workflow

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