Revenue Operations Analyst

Evlo AI; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Evlo AI is seeking a Revenue Operations Analyst to connect sales, marketing, finance, and customer success through reliable data and scalable systems in a hybrid New York environment.

You will own reporting across the revenue funnel, from lead routing to forecasting, renewals, and expansion, while hands-on CRM administration and KPI definition drive continuous improvements.

Qualifications

• 3-6 years in revenue/sales operations or related analytics role at a tech company.
• Advanced SQL, data validation, and complex formulas; ability to build dashboards.
• Experience with Salesforce or comparable CRM and BI platforms.
• Ability to translate business needs into technical specs and recurring reports.

Responsibilities

• Build and maintain revenue reporting in Salesforce, SQL, and BI tools.
• Analyze funnel performance and forecast accuracy; surface actionable insights.
• Administer CRM workflows, lead routing, and automation; improve data quality.
• Partner with cross-functional teams to define KPI logic and standardize processes.
• Translate business requirements into technical specs for dashboards and reports.
• Audit revenue data across CRM, marketing, billing, and product systems.
• Lead process-improvement projects with measurable impact on conversions and time to insight.

Skills

Advanced SQL

Pivot tables

Data analysis

Clear communication

Education

Bachelor’s degree in business/related field

Tools

Salesforce

Looker

Tableau

Power BI

dbt

Snowflake

HubSpot

Gong

Clari

Job description

About The Role

The Revenue Operations Analyst connects sales, marketing, finance, and customer success through reliable data, scalable systems, and well-defined processes. The role owns reporting and operational analysis across the revenue funnel, from lead routing and pipeline management through forecasting, renewals, and expansion. You will turn business questions into dashboards, workflows, and process improvements that help revenue teams make faster decisions. The role is hands-on with CRM administration, data quality, systems integrations, and KPI definition in a hybrid New York environment.

Key Responsibilities

• Build and maintain revenue reporting in Salesforce, SQL, and BI tools such as Looker, Tableau, or Power BI
• Analyze funnel performance, pipeline movement, forecast accuracy, win rates, retention, and expansion trends; surface actionable insights to leadership
• Administer and improve CRM workflows, lead and account routing, opportunity stages, validation rules, and automation
• Partner with sales, marketing, finance, and customer success to define KPI logic, resolve data discrepancies, and standardize operating processes
• Translate business requirements into technical specifications for systems changes, integrations, dashboards, and recurring reporting
• Audit revenue data across CRM, marketing automation, billing, and product systems; establish quality checks and documentation
• Lead process-improvement projects, measuring impact through improved conversion, reporting accuracy, cycle time, or team productivity

What We Are Looking For

• 3-6 years of experience in revenue operations, sales operations, business analytics, or a related role in a technology company
• Advanced SQL and spreadsheet skills, including data validation, complex formulas, pivot tables, and structured analysis
• Hands-on experience with Salesforce or a comparable CRM, plus familiarity with marketing automation, billing, and customer success systems
• Experience building dashboards and recurring reports in Looker, Tableau, Power BI, or a similar BI platform
• Strong understanding of B2B revenue processes, including lead management, pipeline stages, forecasting, attribution, and renewals
• Clear written and verbal communication with the ability to explain data, requirements, and tradeoffs to technical and nontechnical stakeholders
• Bachelor’s degree in business, finance, economics, information systems, data analytics, or a related field; Bonus: experience with dbt, Snowflake, HubSpot, Gong, Clari, Salesforce Flow, or API-based systems integrations