Associate Revenue Operations Analyst - Partners

Lucidsoftware; Raleigh (NC); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Lucid Software, a leader in visual collaboration, is seeking a GTM Strategy & Operations analyst to scale our channel partner program. You will own critical workflows with Revenue Operations, optimize reseller processes, and ensure data integrity across Salesforce and related systems.

You will partner with senior leadership to drive revenue growth, analyze partner performance, and leverage automation and AI tools to unlock efficiency.

Qualifications

• Bachelor’s degree in a quantitative or analytical discipline (e.g., Economics, QAMO, Business Analytics, Finance, Information Systems, or a related field).
• Minimum of 0-1 years of relevant professional experience.
• Foundational experience or exposure to Salesforce.com, HubSpot, or other CRM platforms.
• Strong proficiency in Microsoft Excel, with the ability to navigate data efficiently (e.g., VLOOKUPS, pivot tables, and data formulas).
• Demonstrated ability to manage multiple tasks simultaneously, prioritize effectively, and drive projects to completion.
• Strong attention to detail and organizational skills to ensure work is accurate, complete, and delivered on time.
• Resourceful problem-solver with a strong interest in operational efficiency and leveraging automation or AI tools to optimize everyday workflows.
• Excellent verbal and written communication skills, with the ability to build rapport with key cross-functional stakeholders.
• Demonstrated ability to independently research, document, and present business-relevant topics clearly.
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan office two days per week (Tuesday and Thursday).

Responsibilities

• Partner with Revenue Operations to design, document, and automate channel workflows, and train sales executives on these processes to ensure a seamless end-customer experience.
• Manage reseller transactions to ensure we hit our SLAs, directly impacting revenue and keeping our Sales, Finance, and Customer Success teams aligned.
• Maintain and protect the integrity of partner data in Salesforce, ensuring core systems provide a reliable source of truth for leadership decision-making.
• Coordinate the operational onboarding, contracting, and ongoing relationship management of Lucid’s channel partners.
• Identify operational bottlenecks and leverage automation and emerging AI tools to optimize workflows and support rapid program growth.
• Execute ad hoc business and market analyses as requested by senior management to uncover new growth levers.
• Analyze and report on reseller performance metrics to leaders, facilitating data-backed decision-making.

Education

Bachelor’s degree in a quantitative or analytical discipline

Tools

Salesforce.com

HubSpot

Job description

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.

We are looking for an energetic, analytical, and growth-minded individual to join our GTM Strategy & Operations team. Our channel sales program is expanding rapidly and we need someone ready to dive into the data, optimize our processes, and help scale Lucid’s partner ecosystem. From day one, you will own critical workflows, work cross-functionally with senior leadership, and directly influence our revenue-generating engine. If you love solving puzzles, working with data, and seeing the immediate impact of your work, this is the perfect place to launch your career.

Responsibilities

• Partner with Revenue Operations to design, document, and automate channel workflows, and train sales executives on these processes to ensure a seamless end-customer experience.
• Manage reseller transactions to ensure we hit our SLAs, directly impacting revenue and keeping our Sales, Finance, and Customer Success teams aligned.
• Maintain and protect the integrity of partner data in Salesforce, ensuring core systems provide a reliable source of truth for leadership decision-making.
• Coordinate the operational onboarding, contracting, and ongoing relationship management of Lucid’s channel partners.
• Identify operational bottlenecks and leverage automation and emerging AI tools to optimize workflows and support rapid program growth.
• Execute ad hoc business and market analyses as requested by senior management to uncover new growth levers.
• Analyze and report on reseller performance metrics to leaders, facilitating data-backed decision-making.

Requirements

• Bachelor’s degree in a quantitative or analytical discipline (e.g., Economics, QAMO, Business Analytics, Finance, Information Systems, or a related field).
• Minimum of 0-1 years of relevant professional experience.
• Foundational experience or exposure to Salesforce.com, HubSpot, or other CRM platforms.
• Strong proficiency in Microsoft Excel, with the ability to navigate data efficiently (e.g., VLOOKUPS, pivot tables, and data formulas).
• Demonstrated ability to manage multiple tasks simultaneously, prioritize effectively, and drive projects to completion.
• Strong attention to detail and organizational skills to ensure work is accurate, complete, and delivered on time.
• Resourceful problem-solver with a strong interest in operational efficiency and leveraging automation or AI tools to optimize everyday workflows.
• Excellent verbal and written communication skills, with the ability to build rapport with key cross-functional stakeholders.
• Demonstrated ability to independently research, document, and present business-relevant topics clearly.
• This position is hybrid, combining remote work with in-person collaboration at our South Jordan office two days per week (Tuesday and Thursday).

Preferred Qualifications

• Prior internship or professional experience working within a SaaS or technology environment.
• Familiarity with data visualization, database tools, or productivity AI applications (e.g., Tableau, SQL, LLMs).
• Foundational understanding of channel sales, reseller models, or indirect go-to-market strategies.

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