Revenue Operation Analyst

The Role

We are seeking a Revenue Operations Analyst to own both sides of Salesforce: the integrity of the data going in and the reporting coming out. You will build the reports and dashboards that Sales, Business Development, Finance, and leadership run on, and keep the underlying data accurate so those numbers are trusted. This is a hands-on analyst role. The position reports to the Senior Manager of Revenue Operations and works daily with Marketing, Business Development, Sales, and Finance.

The Work

Reporting and Analytics

• Builds and maintains Salesforce reports, custom reports, and dashboards for frontline reps, managers, and executives
• Owns recurring funnel reporting, including Lead to MQL to SAL to SQL conversion, speed-to-lead, stage progression, and pipeline creation, with documented, consistent metric definitions
• Analyzes Business Development activity and marketing-sourced lead quality, surfacing trends, outliers, and recommended actions
• Builds analysis beyond native Salesforce reporting using Excel models, SQL queries, and BI dashboards
• Reconciles data across Salesforce, HubSpot, and the sales engagement stack to ensure one source of truth
• Turns ad hoc questions from Sales, Marketing, and Finance leadership into repeatable reporting with documented methodology
• Calculates monthly commissions and commission statements from Salesforce data
• Performs cohort and trend analysis (retention/expansion by segment, YoY, seasonality) and detects anomalies using statistical methods
• Evaluates data quality before analysis, identifying root causes vs. symptoms and driving ambiguous metric definitions to precise, documented terms
• Builds decision frameworks with trade-offs, runs scenario/what-if modeling, and redirects stakeholders when the wrong analysis is requested
• Breaks down complex problems into the right data sources and metrics, applying statistical fundamentals (mean, median, percentiles, standard deviation, correlation) with documented methodology

Salesforce Data and Automation

• Maintains accurate, consistent records across accounts, contacts, leads, and opportunities, including data cleansing, deduplication, and field standardization
• Monitors and enforces data quality standards and builds reporting that makes data quality gaps visible
• Owns lead import, routing, and assignment for marketing-sourced and third-party contacts to business development reps and sellers
• Designs and maintains Salesforce Flows and declarative automation for lead management, data quality, and reporting
• Integrates data across sales technologies (HubSpot, Groove, Koncert, Seismic) for a holistic view of engagement and pipeline effectiveness
• Understands object relationships, data model architecture, and the security model (profiles, permission sets, roles, sharing rules) and how they affect report visibility
• Implements validation rules and duplicate management to prevent bad data at entry, and uses enrichment tools to fill data gaps
• Manages change (sandbox deployments, change sets) and uses audit fields for change tracking and troubleshooting

Go-to-Market Support

• Builds targeted audience lists for outbound campaigns and event follow-up, aligned to account segmentation, buying personas, and intent data
• Documents report definitions, data logic, and recurring processes so the work is repeatable and not person-dependent

Qualifications

• 4 - 5+ years in relevant revenue operations, sales operations, or business/data analysis supporting a commercial team
• Hands-on Salesforce expertise, including reports, custom report types, dashboards, data imports, list views, and Flow Builder or comparable declarative automation
• Demonstrated analytical ability to structure a question, choose the right data, and explain what the result means, not just produce the output
• Experience using AI-assisted tools for data analysis (SOQL/SQL generation, Python scripts, Excel formulas) and data exploration (summarize datasets, identify patterns, generate hypotheses)
• Writes effective AI prompts with context and constraints, verifies generated output, and recognizes AI limitations and hallucinations
• Advanced Excel or Google Sheets skills, including Power Query, Power Pivot, advanced lookups, string manipulation, and data modeling
• Working SQL skills, with the ability to query a database or warehouse
• Experience building and maintaining dashboards in a BI tool (Power BI, Tableau, or similar)
• Clear written and verbal English and strong asynchronous communication habits; this role works with a US-based team and is expected to document its own work
• Salesforce Administrator certification is a plus
• Experience with HubSpot, Groove, Koncert, or Seismic is a plus

Benefits

At apexanalytix we know that our associates are the reason behind our successes. We offer competitive benefits for the countries that we serve, in addition to our BeWell@apex initiative that encourages employees' growth in six key wellness areas: Emotional, Physical, Community, Financial, Social, and Intelligence.

With resources such as a strong Mentor Program, Internal Training Portal, plus Education, Tuition, and Certification Assistance, we provide tools for our associates to grow and develop.