Revenue Operations Analyst Jobs

Revenue Operations Analyst

$75,000 - $80,000/yr

Job Summary The Revenue Operations Analyst owns the systems, reporting, and financial analysis that connect sales pipeline to recognized revenue across the full revenue lifecycle. This role keeps the commercial engine running day-to-day, from new business pipeline through renewals and expansion, and partners with Sales and Marketing to surface the trends that grow revenue and protect retention. The analyst executes within frameworks established by commercial leadership while proactively identifying opportunities to evaluate tools, automation, and reporting design. This is a foundational hire, initially focused on building new business pipeline and revenue recognition, with the opportunity to expand into broader post-sale analytics, including renewals, expansion, and net revenue retention over time. Success is measured first by reliable operational delivery, and second by the quality and initiative of self-directed improvements. Schedule: To be determined by department; additional hours may be required as needed. Essential Duties and Responsibilities * Owns recurring reporting across leads, opportunities, pipeline, renewals, and revenue recognition, ensuring accuracy and on-time delivery. * Maintains financial models including commission calculations, forecast inputs, and bookings-to-revenue bridges without compromising the integrity of existing logic. * Supports the weekly pipeline forecast process, including data preparation, deal movement tracking, and conversion of pipeline changes into revenue impact. * Owns Salesforce data hygiene, including field maintenance, dashboard upkeep, data quality monitoring, and basic automation (formula fields). * Builds reporting and dashboards for Sales and Marketing, and analyzes trends to identify opportunities to grow revenue and improve retention. * Develops post-sale analytics over time, including renewal, expansion, and net revenue retention reporting in partnership with the Strategic Accounts team. * Researches, evaluates, and recommends tools and vendors, and manages implementation, rollout, and end-user enablement. * Documents processes and maintains standard operating procedures so commercial workflows are repeatable and not dependent on any single person. * Supports sales operations mechanics including territory and quota maintenance, deal desk support, and commission plan execution. * Identifies and prototypes automation and AI-driven improvements to reduce manual effort across the commercial organization. * Performs additional duties and assume additional responsibilities as identified by manager for the efficient operation of WorkCare. Education and Experience * Bachelor's degree in business, finance, analytics, or related field. * 2-4 years’ experience in revenue operations, sales operations, data analytics, financial analytics, or commercial analytics. Skills and Competencies (Required) * Demonstrated reliability owning recurring reporting and operational deliverables, with strong attention to accuracy and deadlines. * Advanced Excel skills, including the ability to maintain complex models without breaking existing logic. * Hands-on Salesforce experience, including report and dashboard building, data quality management, and comfort with administrative tasks. * Strong analytical skills with the ability to translate data into clear, actionable findings. * Ability to manage multiple priorities and work effectively across Sales, Marketing, Client Success, and Finance stakeholders. * Sound judgment in handling confidential financial and commercial data. * Strong written and verbal communication skills, including the ability to present findings to a variety of audiences. Skills and Competencies (Preferred) * Experience building reporting in a BI tool such as Power BI, Tableau, or Looker, beyond native CRM reporting. * Experience running at least one tool or vendor selection from evaluation through rollout. * A track record of building something useful that was not assigned, such as a dashboard, automation, or model created to close a gap the analyst noticed independently. * Familiarity with AI and automation tooling, ideally demonstrated through self-directed projects rather than coursework alone. * Exposure to revenue recognition concepts or finance systems (for example Sage Intacct or similar). * Exposure to post-sale metrics such as renewal rates, expansion, and net revenue retention. * Experience with automation platforms (for example Power Automate) or scripting (for example Python). Computer Skills * Proficiency in Microsoft Office Suite, with advanced Excel and strong PowerPoint. * CRM experience required; Salesforce strongly preferred. * BI tooling (Power BI, Tableau, or Looker) preferred. * Ability to learn new software and platforms quickly as the commercial tech stack evolves. Physical Demands * Requires sitting for long periods of time, working at a desk. * Some bending and stretching could be required. * Working under stress and use of computer/phone required. * Manual dexterity required for use of computer keyboard and mouse. * Occasionally may be required to stand, walk, stoop, kneel and/or crouch. * May occasionally lift and/or move up to 15 pounds. Work Environment * Work Environment must be free from background noise and distraction. * At home set up must meet all Company IT, privacy, and safety requirements. This position has a salary range of $75,000-$80,000. Final compensation for this position depends on factors such as job-related knowledge, skills, experience, and qualifications. Benefits for this position include paid time off; medical, dental, vision, and critical illness insurance; HSA, HRA, and FSA; life and disability insurance; EAP; 401K; legal and identity theft coverage; pet insurance and more. The preceding statements describe the general job responsibilities and individual’s qualifications inherent to this position. These are not intended to be construed as exhaustive lists. To perform this job successfully, the individual must be able to perform each essential function satisfactorily, accurately, and safely. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of their jobs. This job description may be reevaluated and/or modified at any time without notice. Every qualified individual has the same opportunity for recruitment, hire, training, transfer, promotion, compensation, benefits, employee activities, and general treatment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other classification protected by applicable local, state, or federal law.

Revenue Operations Analyst

$55,000 - $70,000/yr

Your Impact The Revenue Operations Analyst is responsible for executing day-to-day operations in collaboration with the Sales, Deal Desk, Finance, and Legal teams. They support the Revenue Operations team’s mission ofachieving operational excellence throughout DISCO’s customer journey. What You'll Do * Contracting Support: Assists the sales teams in the creation, review, and processing of customer contracts to ensure accuracy and compliance while collaborating with Legal and Deal Desk teams * Win to Rev Mapping: Manages the process of mapping closed-won opportunities to revenue recognition, ensuring alignment between sales data and finance systems. * Subscription Management: Oversees subscription data, including renewals, upgrades, and churn, ensuring accurate tracking and reporting. * Salesforce Data Hygiene Maintenance: Regularly audits and cleans Salesforce data to maintain high quality, accuracy, and completeness for reporting and forecasting. * Process Improvement \& Optimization: Continuously audits existing workflows to identify bottlenecks; leads initiatives to re-engineer processes for greater efficiency, automation, and scalability. * Cross-functional Collaboration: Works closely with cross-functional teams like Customer Success, Marketing, Professional Services, Accounting/Billing, Deal Desk, Sales Operations, and Legal to provide seamless back-office support. Who You Are * 1-2+ years of experience in operations, finance, or a related area, with exposure to the * quote-to-cash process. Strong organizational skills and attention to detail * Ability to work in a fast-paced environment and manage multiple tasks simultaneously * Proficiency in CRM systems and a willingness to learn new technologies * A problem-solver who can identify process inefficiencies and suggest improvements * At DISCO, we believe AI is a core enabler of how work gets done. All employees are expected to proactively adopt and responsibly use AI tools to drive efficiency, improve outcomes, and continuously evolve how they operate in their role Even Better If You Have… * Experience at a SaaS or technology-focused company * Interested in process automation and operational excellence Authorization to Work in the U.S.: Candidates must be legally authorized to work in the United States without sponsorship now or in the future. DISCO is not currently sponsoring visas, including, but not limited to, H-1B, TN, or EAD, and we are not accepting visa transfers. Perks of DISCO * Open, inclusive, and fun environment * Benefits, including medical, dental and vision insurance, as well as 401(k) * Competitive salary plus RSUs * Flexible PTO * Opportunity to be a part of a company that is revolutionizing the legal industry * Growth opportunities throughout the company NYC Pay Range $55,000—$70,000 USD About DISCO DISCO provides a cloud-native, artificial intelligence-powered legal solution that simplifies ediscovery, legal document review and case management for enterprises, law firms, legal services providers and governments. Our scalable, integrated solution enables legal departments to easily collect, process and review enterprise data that is relevant or potentially relevant to legal matters. At DISCO, we believe AI is a core enabler of how work gets done. All employees are expected to proactively adopt and responsibly use AI tools to drive efficiency, improve outcomes, and continuously evolve how they operate in their role. Are you ready to help us fulfill our mission to use technology to strengthen the rule of law? Join us! We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Sr Analyst, Revenue Operations - Gong

From $109,000/yr

The Company PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do – and they push us to ensure we take care of ourselves, each other, and our communities. Job Summary: Key Responsibilities Design, build, and manage multi-step Gong Engage Flows across the buyer journey, partnering with Sales, BDR, Marketing, and Enablement to align messaging, personas, and GTM strategy. Customize Flows by segment (ICP, industry, stage, role, account status), manage enrollment logic, branching, and exits, and ensure CRM sync, data cleanliness, compliance, and deliverability. Audit templates, content links, and annual copyright updates; troubleshoot delivery and logging issues across systems. Govern and optimize Flows through regular audits, standardized templates, documentation, training, and support. Track and analyze performance metrics (engagement, conversion, task completion, exits), build dashboards, run A/B tests, and present insights to Sales, RevOps, and Marketing. Job Description: Essential Responsibilities: * Analyze sales data to recommend process improvements. * Collaborate with internal teams to enhance operational efficiency. * Prepare detailed reports for management review. * Handle complex customer inquiries and provide solutions. * Mentor junior analysts and guide their professional growth. Expected Qualifications: * 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience. Additional Responsibilities \& Preferred Qualifications: Subsidiary: PayPal Travel Percent: 0 The base pay for this role will depend on where you work and the relevant experience and expertise you bring. The expected range of pay for this role by location is: Primary Location : Pay Range: New York City, New York : ($109,000.00 - $156,200.00 Annually) Additional Location(s) : Pay Range: San Jose, California : ($109,000.00 - $156,200.00 Annually) Chicago, Illinois : ($95,500.00 - $141,900.00 Annually) Austin, Texas : ($95,500.00 - $141,900.00 Annually) Scottsdale, Arizona : ($94,000.00 - $134,750.00 Annually) Omaha, Nebraska : ($94,000.00 - $134,750.00 Annually) Additional compensation for this role may include an annual performance bonus, equity, or other incentive compensation, as applicable. PayPal does not charge candidates any fees for courses, applications, resume reviews, interviews, background checks, or onboarding. When making an application directly, we will never ask you to share passwords, one-time passcodes (OTP), or verification codes. Any such request is a red flag and likely part of a scam. All communication regarding your application will come from official PayPal email domains. If you suspect fraudulent activity, please report it immediately. To learn more about how to identify and avoid recruitment fraud please visit https://careers.pypl.com/contact-us. For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. Our Benefits: At PayPal, we’re committed to building an equitable and inclusive global economy. And we can’t do this without our most important asset-you. That’s why we offer comprehensive, choice-based programs, to support all aspects of personal wellbeing—physical, emotional, and financial—delivering meaningful value where it matters most. We strive to create a flexible, balanced work culture with a holistic approach to benefits, including generous paid time off, healthcare coverage for you and your family, and resources to create financial security and support your mental health. Who We Are: Click Here to learn more about our culture and community. Commitment to Diversity and Inclusion PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at paypalglobaltalentacquisition@paypal.com. Belonging at PayPal: Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. Any general requests for consideration of your skills, please Join our Talent Community. We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don’t hesitate to apply. Notice to Applicants and Employees who reside within New York City. Click here to view the notice.

Technical Business Analyst - Revenue Operations

At Forbes Advisor, our mission is to help readers turn their aspirations into reality. We arm people with trusted advice and guidance, so they can make informed decisions they feel confident in and get back to doing the things they care about most. We are an experienced team of industry experts dedicated to helping readers make smart decisions and choose the right products with ease. Marketplace boasts decades of experience across dozens of geographies and teams, including Content, SEO, Business Intelligence, Finance, HR, Marketing, Production, Technology and Sales. The team brings rich industry knowledge to Marketplace’s global coverage of consumer credit, debt, health, home improvement, banking, investing, credit cards, small business, education, insurance, loans, real estate and travel. Job Description We are seeking a Technical Business Analyst to shape and optimize the processes for ingesting, validating, and tracking partner revenue data. You will play a vital role in ensuring the robustness and alignment of data pipelines and partner integrations. This hands-on, product-facing role combines data fluency with stakeholder management. You will work with internal teams to define requirements and validate new integrations, driving the evolution of our revenue data products. Direct engagement with external partners to ensure smooth onboarding, data quality, and reliability is also expected. This position is ideal for candidates with strong analytical skills, a technical mindset, and an interest in transitioning towards product ownership. Responsibilities: Partner \& Data Integration * Lead the onboarding, validation, and documentation of new partner data sources and integrations. * Collaborate with Data Engineering to define and test ingestion logic using APIs, file feeds, and offline uploads. * Maintain consistency and completeness in revenue tracking, identifying and resolving data discrepancies. Business Analysis \& Documentation * Translate business and partner requirements into clear, actionable technical specifications. * Develop QA plans for QA teams and assist with validation as needed. * Maintain up-to-date documentation for partner data flows, schemas, and dependencies. Cross-Team Collaboration * Collaborate closely with Sales, Data Engineering, and Program Management to align priorities and ensure smooth delivery. * Drive conversations with the sales team to establish strong data partnerships. * Work with external partners to clarify data requirements, troubleshoot integration issues, and communicate changes effectively. * Act as a key liaison between commercial and technical teams, ensuring mutual understanding of the project goals and builds. Continuous Improvement \& Impact * Evolve data ingestion frameworks to support faster and more accurate onboarding of new partners. * Contribute to enhancing data visibility, QA coverage, and partner trust. * Develop a working knowledge of attribution and monetization models to link data pipelines with business outcomes effectively. Requirements: * Strong technical understanding of data pipelines and revenue tracking systems. * Experience in the Affiliate Marketing space from either publisher, platform, or agency side. * Proficiency in SQL for validation or QA, and comfort in working within BigQuery (or similar environments). * Familiarity with API-based integrations, file feeds, or offline conversion uploads. * Excellent stakeholder communication skills - simplifying technical topics for commercial teams and vice versa. * Experience in affiliate, lead generation, or performance marketing businesses. * Strong organizational skills, attention to detail, and ability to manage multiple priorities. * Collaborative, curious, and proactive mindset. * Familiarity with GA4 or other marketing analytics platforms. Nice to Have * Experience with Tableau or similar BI tools. * Familiarity with marketing data from DSPs (Google, Meta, etc.). * Understanding of lifetime value modelling. Additional Information Forbes Advisor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Senior Associate - Business Analyst, Revenue Operations

From $90,000/yr

Company Description Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights. With decades-long expertise in the financial services industry and a relentless focus on the future, Curinos technology and analytics ecosystem allows clients to anticipate customer needs and optimize their go-to market decisions in an increasingly competitive market. About The Role Join a high-visibility Revenue Operations team where your analytical work directly shapes the commercial decisions of senior leadership. As a Business Analyst, you'll own the reporting infrastructure and forecasting models that drive how the business understands its pipeline, performance, and trajectory — giving you meaningful impact from day one. This role is ideal for someone who thrives at the intersection of data, process, and storytelling: someone who can wrangle complex, large-scale datasets and turn them into clear, actionable insights for the people running the business. Key Responsibilities * Build and maintain weekly sales pipeline reports tracking created, pushed, and stage-distributed opportunities * Develop YTD performance summaries by rep, team, and product using structured Excel models * Maintain rolling weekly outlook models comparing actuals vs quota across region, segment, and rep * Integrate closed/won data with pipeline coverage metrics to produce current-quarter and full-year forecasts * Audit and clean raw CRM exports (3,000–4,000 row datasets) for reporting accuracy * Apply and maintain classification flags across large, structured tables; resolve formula errors and data mismatches * Produce meeting activity and coverage reports for senior leaders * Support weekly pipeline review decks by maintaining the underlying Excel data models Required Qualifications * 3–5 years in a related analytical role * Intermediate-to-advanced Excel proficiency (multi-sheet workbooks, VLOOKUP/INDEX-MATCH, IF statements, date functions, structured tables, charts) * Familiarity with CRM platforms (Salesforce preferred) and CRM data exports * Strong attention to detail and systematic approach to data quality and formula auditing * Ability to manage multiple reporting cycles simultaneously (daily, weekly, monthly) * Effective written communication for presenting data insights to non-technical stakeholders * Bachelor's degree Nice to Have * BI tools experience (Tableau, Power BI) * SQL exposure * Background in financial services, banking, or insurance * Experience supporting C-suite or department-head reporting cadences Compensation: Annual base salary of $90,000-$100,000 + bonus

Senior Revenue Operations Analyst

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals w

Revenue Operations Analyst

Revenue Operations Analyst

Revenue Operations Analyst

Revenue Operations Analyst

Senior Revenue Operations Analyst

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals w

Senior Revenue Operations Analyst

This is Adyen Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we do is engineered for ambition. For our teams, we create an environment with opportunities for our people to succeed, backed by the culture and support to ensure they are enabled to truly own their careers. We are motivated individuals w

Revenue Operations Analyst

Why TrueML? TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their

Revenue Operations Analyst

Why TrueML? TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions. The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.We are seeking a technically-driven Revenue Operations Analyst to serve as the architect and administrator for our entire revenue organization platform. This role is unique in its breadth: you will own the backend configuration of Salesforce and Gong for both our Sales and Client Success teams.You will be the bridge between departments, ensuring that data flows seamlessly from the initial lead through to long-term client retention. We need a "builder" who can manage major backend architectural changes while providing the day-to-day support and training that keeps our teams running at peak efficiency.\nWork-Life BenefitsUnlimited PTOMedical benefit contributions in congruence with local laws and type of employment agreementWhat You'll Do:Full-Cycle Systems AdministrationSalesforce Architecture: Act as the primary admin for the entire revenue funnel. You will build and modify custom objects, complex validation rules, and Flow automations that support both the Sales cycle and post-sales CS workflows (e.g., Renewals, Health Scoring, and Expansions).Gong Management: Configure and optimize Gong for both Sales and CS. This includes building trackers to identify sales objections and trackers to identify client churn signals or expansion opportunities.Cross-Functional Integrations: Manage the tech stack (LeadIQ, Spiff, Atrium, Sales Navigator, etc.) to ensure information is synced correctly between Sales and CS, eliminating data silos.Technical Support: Serve as the first line of defense for all technical inquiries, resolving system bugs and user issues for the revenue team.Revenue Data & ForecastingUnified Reporting: Build and maintain dashboards that visualize the health of the business, including Sales pipeline, Client Success health scores, Net Retention Rate (NRR), and Churn analysis.Forecasting Engine: Own the technical framework for forecasting. You will ensure leadership has accurate data for both new business revenue and renewal/expansion revenue.Data Integrity & Governance: Proactively audit Salesforce data. You will enforce the processes that ensure Sales reps and CS Managers are entering data accurately and on time.Enablement & DocumentationUser Training: Lead training sessions tailored to the specific needs of Sales (prospecting/closing) and CS (onboarding/renewals/upselling).Playbook Development: Maintain technical documentation and SOPs for all revenue-related processes to ensure a consistent "Source of Truth" for the company.Job Requirements/Qualifications:Technical MasterySalesforce Expert: 3–5 years of Salesforce Administration experience with a focus on Flows and complex architecture. Certification (ADM-201) is required.Gong Power-User: Proven experience configuring Gong for multi-departmental use (Sales vs. CS workspaces).Data Analysis: Advanced Google Sheets/Excel skills. You should be comfortable with complex formulas and data modeling related to revenue forecasting.Experience & MindsetLifecycle Knowledge: Strong understanding of the SaaS customer journey—from the first touchpoint to renewal and expansion.Process-Oriented: You enjoy building "guardrails" in systems that prevent human error while maintaining a smooth user experience.High-Touch Communication: The ability to explain technical backend changes to non-technical stakeholders in Sales, CS, and Finance.Adaptability: Comfortable making major system changes in a fast-paced environment where priorities can shift quickly.Why This Role is DifferentYou aren't just supporting a team; you are building the infrastructure for the company’s entire revenue engine. You will have the authority to reshape how we use Salesforce and Gong to drive growth and protect our customer base.\n$43,900 - $52,700 a year\nWe are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference.Our Dedication to Diversity & Inclusion TrueML is an equal-opportunity employer. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions, and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Please mention the word GLOW and tag RMTg1LjIwMy4xMjIuMjM3 when applying to show you read the job post completely (#RMTg1LjIwMy4xMjIuMjM3). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.

Revenue Operations Analyst

Why TrueML? TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions. The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.We are seeking a technically-driven Revenue Operations Analyst to serve as the architect and administrator for our entire revenue organization platform. This role is unique in its breadth: you will own the backend configuration of Salesforce and Gong for both our Sales and Client Success teams.You will be the bridge between departments, ensuring that data flows seamlessly from the initial lead through to long-term client retention. We need a "builder" who can manage major backend architectural changes while providing the day-to-day support and training that keeps our teams running at peak efficiency.\nWork-Life BenefitsUnlimited PTOMedical benefit contributions in congruence with local laws and type of employment agreementWhat You'll Do:Full-Cycle Systems AdministrationSalesforce Architecture: Act as the primary admin for the entire revenue funnel. You will build and modify custom objects, complex validation rules, and Flow automations that support both the Sales cycle and post-sales CS workflows (e.g., Renewals, Health Scoring, and Expansions).Gong Management: Configure and optimize Gong for both Sales and CS. This includes building trackers to identify sales objections and trackers to identify client churn signals or expansion opportunities.Cross-Functional Integrations: Manage the tech stack (LeadIQ, Spiff, Atrium, Sales Navigator, etc.) to ensure information is synced correctly between Sales and CS, eliminating data silos.Technical Support: Serve as the first line of defense for all technical inquiries, resolving system bugs and user issues for the revenue team.Revenue Data & ForecastingUnified Reporting: Build and maintain dashboards that visualize the health of the business, including Sales pipeline, Client Success health scores, Net Retention Rate (NRR), and Churn analysis.Forecasting Engine: Own the technical framework for forecasting. You will ensure leadership has accurate data for both new business revenue and renewal/expansion revenue.Data Integrity & Governance: Proactively audit Salesforce data. You will enforce the processes that ensure Sales reps and CS Managers are entering data accurately and on time.Enablement & DocumentationUser Training: Lead training sessions tailored to the specific needs of Sales (prospecting/closing) and CS (onboarding/renewals/upselling).Playbook Development: Maintain technical documentation and SOPs for all revenue-related processes to ensure a consistent "Source of Truth" for the company.Job Requirements/Qualifications:Technical MasterySalesforce Expert: 3–5 years of Salesforce Administration experience with a focus on Flows and complex architecture. Certification (ADM-201) is required.Gong Power-User: Proven experience configuring Gong for multi-departmental use (Sales vs. CS workspaces).Data Analysis: Advanced Google Sheets/Excel skills. You should be comfortable with complex formulas and data modeling related to revenue forecasting.Experience & MindsetLifecycle Knowledge: Strong understanding of the SaaS customer journey—from the first touchpoint to renewal and expansion.Process-Oriented: You enjoy building "guardrails" in systems that prevent human error while maintaining a smooth user experience.High-Touch Communication: The ability to explain technical backend changes to non-technical stakeholders in Sales, CS, and Finance.Adaptability: Comfortable making major system changes in a fast-paced environment where priorities can shift quickly.Why This Role is DifferentYou aren't just supporting a team; you are building the infrastructure for the company’s entire revenue engine. You will have the authority to reshape how we use Salesforce and Gong to drive growth and protect our customer base.\n$43,900 - $52,700 a year\nWe are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference.Our Dedication to Diversity & Inclusion TrueML is an equal-opportunity employer. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions, and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Please mention the word GLOW and tag RMTA1LjIxNC4xMjcuMTgz when applying to show you read the job post completely (#RMTA1LjIxNC4xMjcuMTgz). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.

Revenue Operations Analyst

Why TrueML? TrueML is a mission-driven financial software company that aims to create better customer experiences for distressed borrowers. Consumers today want personal, digital-first experiences that align with their lifestyles, especially when it comes to managing finances. TrueML’s approach uses machine learning to engage each customer digitally and adjust strategies in real time in response to their interactions. The TrueML team includes inspired data scientists, financial services industry experts and customer experience fanatics building technology to serve people in a way that recognizes their unique needs and preferences as human beings and endeavoring toward ensuring nobody gets locked out of the financial system.We are seeking a technically-driven Revenue Operations Analyst to serve as the architect and administrator for our entire revenue organization platform. This role is unique in its breadth: you will own the backend configuration of Salesforce and Gong for both our Sales and Client Success teams.You will be the bridge between departments, ensuring that data flows seamlessly from the initial lead through to long-term client retention. We need a "builder" who can manage major backend architectural changes while providing the day-to-day support and training that keeps our teams running at peak efficiency.\nWork-Life BenefitsUnlimited PTOMedical benefit contributions in congruence with local laws and type of employment agreementWhat You'll Do:Full-Cycle Systems AdministrationSalesforce Architecture: Act as the primary admin for the entire revenue funnel. You will build and modify custom objects, complex validation rules, and Flow automations that support both the Sales cycle and post-sales CS workflows (e.g., Renewals, Health Scoring, and Expansions).Gong Management: Configure and optimize Gong for both Sales and CS. This includes building trackers to identify sales objections and trackers to identify client churn signals or expansion opportunities.Cross-Functional Integrations: Manage the tech stack (LeadIQ, Spiff, Atrium, Sales Navigator, etc.) to ensure information is synced correctly between Sales and CS, eliminating data silos.Technical Support: Serve as the first line of defense for all technical inquiries, resolving system bugs and user issues for the revenue team.Revenue Data & ForecastingUnified Reporting: Build and maintain dashboards that visualize the health of the business, including Sales pipeline, Client Success health scores, Net Retention Rate (NRR), and Churn analysis.Forecasting Engine: Own the technical framework for forecasting. You will ensure leadership has accurate data for both new business revenue and renewal/expansion revenue.Data Integrity & Governance: Proactively audit Salesforce data. You will enforce the processes that ensure Sales reps and CS Managers are entering data accurately and on time.Enablement & DocumentationUser Training: Lead training sessions tailored to the specific needs of Sales (prospecting/closing) and CS (onboarding/renewals/upselling).Playbook Development: Maintain technical documentation and SOPs for all revenue-related processes to ensure a consistent "Source of Truth" for the company.Job Requirements/Qualifications:Technical MasterySalesforce Expert: 3–5 years of Salesforce Administration experience with a focus on Flows and complex architecture. Certification (ADM-201) is required.Gong Power-User: Proven experience configuring Gong for multi-departmental use (Sales vs. CS workspaces).Data Analysis: Advanced Google Sheets/Excel skills. You should be comfortable with complex formulas and data modeling related to revenue forecasting.Experience & MindsetLifecycle Knowledge: Strong understanding of the SaaS customer journey—from the first touchpoint to renewal and expansion.Process-Oriented: You enjoy building "guardrails" in systems that prevent human error while maintaining a smooth user experience.High-Touch Communication: The ability to explain technical backend changes to non-technical stakeholders in Sales, CS, and Finance.Adaptability: Comfortable making major system changes in a fast-paced environment where priorities can shift quickly.Why This Role is DifferentYou aren't just supporting a team; you are building the infrastructure for the company’s entire revenue engine. You will have the authority to reshape how we use Salesforce and Gong to drive growth and protect our customer base.\n$43,900 - $52,700 a year\nWe are a dynamic group of people who are subject matter experts with a passion for change. Our teams are crafting solutions to big problems every day. If you’re looking for an opportunity to do impactful work, join TrueML and make a difference.Our Dedication to Diversity & Inclusion TrueML is an equal-opportunity employer. We promote, value, and thrive with a diverse & inclusive team. Different perspectives contribute to better solutions, and this makes us stronger every day. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.Please mention the word GLOW and tag RMTA1LjIxNC4xMjcuMTgz when applying to show you read the job post completely (#RMTA1LjIxNC4xMjcuMTgz). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.