Revenue Operations Analyst

Job overview:

We are looking for a Revenue Operations Analyst to join our Go-To-Market team. In this role, you will help execute priorities and operations to support the Customer Success team through reporting and analysis, tech stack optimization and process improvements. Additionally, you will be a strong liaison with our Finance team to ensure accurate pipeline, bookings, and retention forecasts and actuals. This is a critical and highly visible role within the company as we continue to grow and scale our business.

Responsibilities :

• Work closely with the Customer Success team to identify upsell and expansion opportunities
• Create and maintain customer segments based on various criteria to facilitate personalized customer engagement
• Ensure revenue-focused teams have the tools and information they need to be successful and detect early signs of risk within our customer base
• Assist with ad hoc reporting and analysis and provide company-wide metrics by working collaboratively with all areas of the business
• Build and maintain daily, weekly, and monthly executive reporting
• Contribute to GTM data governance to ensure data integrity in our core operating systems and partner with others to prevent issues from occurring
• Partner cross-functionally with GTM teams to continuously improve the predictability and understanding of our business
• Implement workflow rules and automation to streamline and standardize customer success processes

This job might be a fit for you if you have:

• 2-5+ years of Revenue Operations, Customer Success Ops and/or Business Ops experience at a fast-growing B2B SaaS company
• Experience configuring ChurnZero, Gainsight CS, Catalyst or similar Customer Success software according to our business requirements, including defining customer health scores and setting up automated processes for customer lifecycle management
• Ability to build strong trusting relationships across GTM teams and within the overall organization
• Ability to analyze large data sets and communicate insights clearly to stakeholders including executive team
• Experience creating and maintaining metrics/reports on all revenue-generating activities across the GTM teams
• Strong analytics, operational, and project management foundation. Enjoys digging into complex operations.
• Ability to break down ambiguous problems into concrete, manageable components and think through optimal solutions.
• Proactive, curious-minded, and organized team player with innovative ideas to inspire continuous improvement and instill best practices
• Ability to prioritize and multitask while maintaining diplomacy, tact, and poise under pressure when working through stakeholder requests/issues
• Proficiency in the following technology stack and general tools:
• Intermediate to advanced proficiency: Salesforce and Excel (e.g., pivot tables, advanced look up formulas, etc.)
• Proficient or willing to learn: ChurnZero, Hubspot, Zoominfo, Outreach and other MS Office tools