About the Role:
We are looking for a Revenue Operations (RevOps) Analyst / Senior Analyst to join our team and play a pivotal role in optimizing our revenue processes. This role sits at the intersection of sales, marketing, and customer success, ensuring seamless lead management, CRM efficiency, and data driven decision-making. The ideal candidate is highly analytical, process-driven, and eager to contribute to RISE programs growth by improving operational efficiency.
Key Responsibilities:
1. CRM & Tech Stack Management (HubSpot)
- Own CRM administration, ensuring data accuracy and integrity.
- Optimize CRM workflows, troubleshoot issues, and manage system integrations
- Train teams on CRM best practices and data hygiene
- For Senior Analyst: Lead CRM enhancements, evaluate new tools, and drive automation strategy
2. Data Analytics & Revenue Reporting
- Develop/Maintain dashboards and reports to track sales pipeline, conversion rates, sales length cycle and revenue performances
- Provide real-time performance insights to leadership for strategic decision-making.
- Support forecasting efforts by analyzing sales trends and pipeline velocity.
- For Senior Analyst: Develop predictive models and provide strategic insights to optimize revenue processes.
3. Sales Ops Process Management, Optimization & Automation
- Support the sales team by ensuring a smooth enrolment process for learners, including tracking learner payments to ensure timely collection and management of learner contracts to ensure compliance and proper documentation
- Identify inefficiencies in sales processes and suggest improvements
- For Senior Analyst: Lead process transformation initiatives and drive continuous improvement.
5. Performance Tracking & GTM Strategy Support
- Define and track KPIs across sales and marketing teams.
- Support strategic planning by analyzing market trends and competitor benchmarks.
- Act as a liaison between sales, marketing, program teams to ensure smooth operations.
- For Senior Analyst: Drive strategic alignment, influence leadership, and recommend process optimizations.
6. Event Management Support
- Assist with event logistics and coordination for in-person and virtual outreach events, incl. collaborating with marketing team for EDM creation
- Liaise with trainers and speakers to ensure content is well-curated and delivered effectively.
- Manage event registrations, attendee tracking, and post-event follow-ups.
- Work closely with sales and marketing to maximize lead generation from events.
Who You Are:
- Analyst: 3-5 years of experience in Sales Operations, CRM Management, or Revenue Operations.
- Senior Analyst: 6-9 years of experience with a proven track record in revenue process optimization and strategic planning.
- Strong analytical skills with experience in HubSpot or other CRM tools.
- Proficiency in data visualization tools (Excel, Tableau).
- Ability to identify and resolve process inefficiencies through automation and optimization.
- Experience working with cross-functional teams (sales, marketing, product teams).
- Strong communication skills with a problem-solving mindset.
