Revenue Operation Analyst

Job Details

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 — we expect you to answer the question behind the request, not just deliver the number. The position reports to the Senior Manager of Revenue Operations and works daily with Marketing, Business Development, Sales, and Finance.

The Work - 

Reporting & Analytics

·        Builds and maintains Salesforce reports, custom reports, and dashboards for frontline reps, managers, and executives

·        Owns recurring funnel reporting — 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 (outreach, response times, meeting conversion) and marketing-sourced lead quality — surface 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 detect anomalies using statistical methods

·        Evaluates data quality before analysis — identify root causes vs. symptoms and drive ambiguous metric definitions to precise, documented terms

·        Builds decision frameworks with trade-offs, run scenario/what-if modeling, and redirect stakeholders when the wrong analysis is requested (core skills, ask right questions)

·        Breaks down complex problems into the right data sources and metrics; apply statistical fundamentals (mean, median, percentiles, standard deviation, correlation) with documented methodology

Salesforce Data & Automation

·        Maintain accurate, consistent records across accounts, contacts, leads, and opportunities — including data cleansing, deduplication, and field standardization

·        Monitor and enforce data quality standards; build reporting that makes data quality gaps visible

·        Own lead import, routing, and assignment for marketing-sourced and third-party contacts to business development reps and sellers

·        Design and maintain Salesforce Flows and declarative automation for lead management, data quality, and reporting

·        Integrate data across sales technologies (HubSpot, Groove, Koncert, Seismic) for a holistic view of engagement and pipeline effectiveness

·        Understand object relationships, data model architecture, and the security model (profiles, permission sets, roles, sharing rules) and how they affect report visibility

·        Implement validation rules and duplicate management to prevent bad data at entry; use enrichment tools to fill data gaps

·        Manage change (sandbox deployments, change sets) and use audit fields for change tracking and troubleshooting

Go-to-Market Support

·        Build targeted audience lists for outbound campaigns and event follow-up, aligned to account segmentation, buying personas, and intent data

·        Document 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 — reports, custom report types, dashboards, data imports, list views, and Flow Builder or comparable declarative automation

·        Demonstrated analytical ability — able 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)

·        Write effective AI prompts with context and constraints; verify generated output and recognize AI limitations and hallucinations

·        Advanced Excel or Google Sheets — Power Query, Power Pivot, advanced lookups, string manipulation, and data modeling

·        Working SQL skills — able 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

Over the years, we’ve discovered that the most effective and successful associates at apexanalytix are people who have a specific combination of values, skills, and behaviors that we call “The apex Way”. Read more about The apex Way - https://www.apexanalytix.com/careers/

Benefits

At apexanalytix we know that our associates are the reason behind our successes. We truly value you as an associate and part of our professional family. Our goal is to offer the very best benefits possible to you and your loved ones. When it comes to benefits, whether for yourself or your family the most important aspect is choice. And we get that. apexanalytix offers 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.

About Us:

At apexanalytix, we’re lifelong innovators! Since the date of our founding nearly four decades ago we’ve been consistently growing, profitable, and delivering the best procure-to-pay solutions to the world.   We’re the perfect balance of established company and start-up.  You will find a unique home here. 

And you’ll recognize the names of our clients. Most of them are on The Global 2000. They trust us to give them the latest in controls, audit and analytics software every day.  Industry analysts consistently rank us as a top supplier management solution, and you’ll be helping build that reputation.

Read more about apexanalytix - https://www.apexanalytix.com/about/