Revenue Operations Analyst

DealHub Ltd; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

DealHub Ltd in Boston is seeking a Revenue Operations Analyst to connect CRM data, go-to-market systems, and business processes to improve how revenue teams plan, execute, and measure growth. You will own reporting, data quality, funnel visibility, forecasting, and operational efficiency across sales, marketing, and customer success, translating requirements into scalable workflows and dashboards.

Collaborate with cross-functional teams and use Salesforce, Looker, Tableau, and Power BI to enable

Qualifications

• 3–6 years of experience in revenue operations, sales operations, business analytics, or a related analytical function.
• Hands-on experience with Salesforce or a comparable CRM, including reporting and data management.
• Strong SQL and spreadsheet skills; able to query and interpret data from multiple systems.
• Experience building dashboards in Looker, Tableau, Power BI, or Salesforce Analytics.
• Knowledge of revenue processes including lead routing, pipeline stages, forecasting, and lifecycle operations.
• Bachelor's degree in business/related field; bonus: Snowflake, dbt, HubSpot, Marketo, Gong, or SaaS metrics.

Responsibilities

• Build and maintain revenue dashboards and recurring reports for pipeline, conversions, bookings, retention, and forecast accuracy.
• Audit and improve data quality across Salesforce and connected systems with governance and deduplication.
• Translate stakeholder requirements into CRM workflows, reporting specs, and process documentation.
• Analyze funnel and cohort data using SQL, Excel, or BI tools to identify leakage and growth opportunities.
• Partner with sales, marketing, CS, finance, and BS teams to standardize metrics and handoffs.
• Support forecasting and planning by preparing pipeline analysis, territory and quota reporting, and variance analysis.
• Manage revenue operations projects, coordinating testing, rollout, enablement, and post-launch measurement.

Skills

SQL

Dashboarding

Forecasting

Data quality

Project management

CRM analytics

Communication

Education

Bachelor's degree in business/finance/economics/analytics

Tools

Salesforce

Looker

Tableau

Power BI

Job description

About The Role

The Revenue Operations Analyst connects CRM data, go-to-market systems, and business processes to improve how revenue teams plan, execute, and measure growth. The role owns reporting and analysis across sales, marketing, and customer success, with a focus on data quality, funnel visibility, forecasting, and operational efficiency.

You will translate business requirements into scalable workflows, dashboards, and system improvements. Working across Salesforce, marketing automation, billing, and BI tools, you will help leadership make better decisions and enable revenue teams to operate from consistent, trusted data.

Key Responsibilities

• Build and maintain revenue dashboards and recurring reports covering pipeline, conversion, bookings, retention, forecast accuracy, and funnel performance
• Audit and improve data quality across Salesforce and connected systems, including field governance, deduplication, validation rules, and lifecycle definitions
• Translate stakeholder requirements into CRM workflows, reporting specifications, process documentation, and system enhancements
• Analyze funnel and cohort data using SQL, Excel or Google Sheets, and BI tools to identify leakage, productivity gaps, and growth opportunities
• Partner with sales, marketing, customer success, finance, and business systems teams to standardize metrics, handoffs, and operating processes
• Support forecasting and planning cycles by preparing pipeline analysis, territory and quota reporting, and variance analysis
• Manage and prioritize revenue operations projects, coordinating testing, rollout, user enablement, and post-launch measurement

What We Are Looking For

• 3-6 years of experience in revenue operations, sales operations, business analytics, business systems, or a related analytical function
• Hands-on experience with Salesforce or a comparable CRM, including reporting, data management, and basic workflow configuration
• Strong SQL and spreadsheet skills; able to query, reconcile, and interpret data from multiple business systems
• Experience building dashboards and reporting in tools such as Looker, Tableau, Power BI, or Salesforce CRM Analytics
• Working knowledge of revenue processes, including lead routing, opportunity management, pipeline stages, forecasting, and customer lifecycle operations
• Strong project-management and communication skills, with the ability to turn ambiguous business needs into clear requirements and deliverables
• Bachelor's degree in business, finance, economics, analytics, information systems, or a related field; Bonus: experience with Snowflake, dbt, HubSpot, Marketo, Gong, Clari, or SaaS metrics