Remote Revenue Ops Analyst II: Funnel Automation & Insights

Affirm; Madison (WI); On-site; USD 88,000 - 150,000; Full time

Benefits offered by this job

Health care coverage

Flexible Spending Wallets

Time off

ESPP

Job summary

Affirm is seeking a Revenue Operations Analyst II to partner with Marketing, Business Development, and early Sales teams to design and optimize top-of-funnel processes. You will build automation, lifecycle design, and routing logic to scale with the business.

The role emphasizes data quality, documentation, and collaboration with Salesforce and GTM tooling teams to improve efficiency and funnel integrity.

Qualifications

• BA/BS or equivalent 4-year degree required.
• 2+ years of revenue operations, sales operations, or marketing operations experience.
• Proficiency in Salesforce (admin experience 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, ensuring alignment and engagement throughout projects.
• 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

Salesforce

Marketing automation

Excel/Sheets

Data analysis

Education

BA/BS or equivalent 4-year degree

Tools

RingLead

LeanData

Clay

ZoomInfo

Job description

Affirm is seeking a Revenue Operations Analyst II to partner with Marketing, Business Development, and early Sales teams to design and optimize top-of-funnel processes. You will build automation, lifecycle design, and routing logic to scale with the business.

The role emphasizes data quality, documentation, and collaboration with Salesforce and GTM tooling teams to improve efficiency and funnel integrity.