Revenue Operations Analyst

Evlo AI; Washington (District of Columbia); On-site; USD 90,000 - 120,000; Full time

Job summary

Evlo AI is seeking a Revenue Operations Analyst to connect CRM data, business systems, and commercial processes across marketing, sales, and customer success. You will own reporting accuracy and scalable workflows using Salesforce, HubSpot, SQL, and BI tools to support planning, forecasting, and decision-making for leadership.

Ideal candidates bring 3–6 years in revenue or sales operations, hands-on CRM governance, strong SQL, and dashboard-building experience in Looker/Tableau/Power BI.

Qualifications

• 3–6 years in revenue operations, sales operations, business analytics, or related role in tech.
• Hands-on Salesforce or HubSpot administration, reporting, workflow automation, and governance.
• Strong SQL and spreadsheet skills for data extraction and analysis.
• Experience building dashboards in Looker, Tableau, Power BI, or Mode.
• Ability to map business processes, write clear requirements, and manage cross-functional projects.
• Bachelor’s degree or equivalent practical experience.
• Bonus: experience with dbt, Snowflake, Marketo, Outreach, Gong, Clari, CPQ, or revenue forecasting/compensation.

Responsibilities

• Build and maintain revenue dashboards and recurring reports covering pipeline, bookings, forecast, retention, and rep productivity.
• Audit CRM data quality, define governance standards, and implement validation rules and deduplication.
• Translate requirements into Salesforce or HubSpot workflows, reports, and system enhancements.
• Analyze funnel and lifecycle data with SQL and BI tools to identify leakage and growth opportunities.
• Document lead-to-opportunity, opportunity-to-close, renewals, and forecasting processes with ownership and SLAs.
• Support territory planning, quota/capacity analysis, and recurring business reviews with accurate analysis.
• Manage cross-functional RevOps projects from requirements through testing, rollout, and training.

Skills

SQL

Data analysis

Process mapping

Dashboard reporting

Cross-functional collaboration

Education

Bachelor’s degree or equivalent

Tools

Salesforce

HubSpot

Looker

Tableau

Power BI

Mode

dbt

Snowflake

Marketo

Outreach

Gong

Clari

CPQ systems

Job description

About The Role

The Revenue Operations Analyst connects CRM data, business systems, and commercial processes across marketing, sales, and customer success. The role owns reporting accuracy, operational workflows, and the data foundations used to manage pipeline, forecasting, bookings, and retention.

The Revenue Operations Analyst connects CRM data, business systems, and commercial processes across marketing, sales, and customer success. The role owns reporting accuracy, operational workflows, and the data foundations used to manage pipeline, forecasting, bookings, and retention. You will translate business requirements into scalable processes and system improvements, using tools such as Salesforce, HubSpot, SQL, and BI platforms to identify friction and improve revenue execution. The work directly supports planning, forecasting, performance management, and informed decisions by commercial leadership.

Key Responsibilities

• Build and maintain revenue dashboards and recurring reports covering pipeline coverage, conversion, bookings, forecast accuracy, retention, and rep productivity
• Audit CRM data quality, define governance standards, and implement validation rules, deduplication processes, and field-management procedures
• Translate requirements from sales, marketing, finance, and customer success into Salesforce or HubSpot workflows, reports, and system enhancements
• Analyze funnel and lifecycle data with SQL, spreadsheets, and BI tools to identify leakage, process bottlenecks, and opportunities for growth
• Document lead-to-opportunity, opportunity-to-close, renewals, and forecasting processes, including ownership, handoffs, and service-level expectations
• Support territory planning, quota and capacity analysis, incentive calculations, and recurring business reviews with accurate, timely analysis
• Manage cross-functional RevOps projects from requirements through testing, rollout, stakeholder training, and post-launch measurement

What We Are Looking For

• 3-6 years of experience in revenue operations, sales operations, business analytics, or a related role within a technology company
• Hands-on experience with Salesforce or HubSpot administration, reporting, workflow automation, and CRM data governance
• Strong SQL and spreadsheet skills, including data extraction, joins, pivot tables, lookups, and basic statistical analysis
• Experience building dashboards in a BI platform such as Looker, Tableau, Power BI, or Mode
• Ability to map business processes, write clear requirements, and manage projects across sales, marketing, finance, and customer success

  What We Are Looking For

  • 3-6 years of experience in revenue operations, sales operations, business analytics, or a related role within a technology company
  • Hands-on experience with Salesforce or HubSpot administration, reporting, workflow automation, and CRM data governance
  • Strong SQL and spreadsheet skills, including data extraction, joins, pivot tables, lookups, and basic statistical analysis
  • Experience building dashboards in a BI platform such as Looker, Tableau, Power BI, or Mode
  • Ability to map business processes, write clear requirements, and manage projects across sales, marketing, finance, and customer success
  • Bachelor’s degree in business, finance, economics, analytics, information systems, or a related field, or equivalent practical experience
  • Bonus: Experience with dbt, Snowflake, Marketo, Outreach, Gong, Clari, CPQ systems, or revenue forecasting and compensation processes