Revenue Operations Analyst — San Francisco, CA

About The Role

The role sits at the intersection of data, systems, and go-to-market execution: owning the revenue tech stack, pipeline analytics, and operational processes that keep sales, marketing, and customer success running on a single source of truth.

You will build the reporting and tooling leadership relies on for forecasting and territory design, and work hands-on in Salesforce, SQL, and BI tools to turn messy revenue data into decisions.

Key Responsibilities

• Build and maintain pipeline, forecast, and quota-attainment dashboards in Looker or Tableau, backed by clean SQL models

• Administer and optimize Salesforce: workflow automation, validation rules, custom objects, and territory and lead-routing logic

• Partner with Finance on annual planning, headcount modeling, and quota allocation; reconcile CRM data against the ERP and billing systems

• Own forecast cadence: run weekly pipeline reviews, audit stage hygiene and deal data, and flag risk early

• Evaluate, implement, and integrate GTM tooling (e.g., Gong, Outreach, ZoomInfo, Clari), managing vendors and driving adoption

• Define and enforce CRM data governance: field standards, deduplication, and documentation that the whole revenue org can trust

• Analyze funnel conversion, rep productivity, and segment performance to recommend territory, coverage, and process changes

What We Are Looking For

• 3-6 years in revenue operations, sales operations, or business analysis within a B2B SaaS or technology environment

• Advanced SQL skills and hands-on experience with Salesforce administration (Admin certification a plus)

• Strong dashboarding and analytics experience in Looker, Tableau, or Power BI

• Demonstrated success managing cross-functional projects with sales, finance, and marketing stakeholders

• Deep understanding of the full revenue funnel: lead routing, pipeline stages, forecasting methodologies, and quota structures

• Bachelor's degree in a quantitative field (economics, statistics, engineering, or equivalent practical experience)

• Bonus: experience with RevOps platforms like Clari or Gong, Python or dbt for data transformation, and exposure to pricing and compensation design