Remote Revenue Operations Analyst II

Affirm; Palo Alto (CA); On-site; USD 88,000 - 150,000; Full time

Benefits offered by this job

Remote-first company

Health, dental & vision coverage

Employee stock purchase plan (ESPP)

Stipends for health, wellness and tech

Job summary

Affirm is seeking a Revenue Operations Analyst II to partner with Marketing, Business Development, and early Sales, focusing on making the top of the funnel predictable, clean, and scalable. You'll design processes, automation, and tooling for leads, contacts, and accounts entering the funnel.

The ideal candidate blends tactical automation with strategic lifecycle design, routing, and scalable coverage models.

Qualifications

• BA/BS or equivalent 4-year degree required
• 2+ years of revenue operations, sales operations, or marketing operations experience
• Proficiency in Salesforce (administrator is a plus); familiarity with marketing automation platforms (Pardot, HubSpot)
• Mastery of Excel / Google Sheets and a solid understanding of business intelligence tools
• Experience with lead lifecycle management, lead routing tools (RingLead, LeanData), data enrichment tools (Clay, ZoomInfo), or lead scoring and attribution frameworks is preferred
• Proven ability to manage and maintain relationships with key stakeholders in a fast-paced environment
• Prior experience in data analysis, reporting, and funnel performance measurement
• A strong sense of organization, a growth mentality, and a bias toward documenting and systematizing repeatable processes

Responsibilities

• Design and optimize top of funnel merchant lifecycle processes — from Marketing touch through Contact creation, Account readiness, and Discovery handoff — with an emphasis on automation, data quality, and clear documentation
• Own and define lead routing logic, automation triggers, and lifecycle dependencies that govern how leads and accounts move through the top of funnel; partner with Business Systems for implementation
• Own cross-functional initiatives end to end — managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others
• Support attribution tracking and funnel conversion analysis for Marketing, BDA, and early funnel performance to surface actionable insights
• Own workflow automations (e.g., Slack notifications, cross-tool workflows, process triggers) that improve speed-to-lead and reduce manual work
• Collaborate with the Business Systems team to improve Salesforce and adjacent GTM tooling for lead and account management efficiency; define processes to ensure data integrity at funnel entry
• Partner with Revenue Enablement to train and support revenue teams on top of funnel processes and tooling changes

Skills

Revenue operations

Salesforce admin

Marketing automation

Excel/Google Sheets

Data analysis

Stakeholder management

Tools

Salesforce

Pardot

HubSpot

LeanData

RingLead

Clay

ZoomInfo

Job description

Affirm is seeking a Revenue Operations Analyst II to partner with Marketing, Business Development, and early Sales, focusing on making the top of the funnel predictable, clean, and scalable. You'll design processes, automation, and tooling for leads, contacts, and accounts entering the funnel.

The ideal candidate blends tactical automation with strategic lifecycle design, routing, and scalable coverage models.