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We are a global consultancy working across cities, infrastructure & transport, helping people, places & economies thrive
Revenue Operations Analyst
Location
United States
Posted
85 days ago
Salary
0
Seniority
Mid Level
Job Description
Revenue Operations Analyst
Steer
Role Description The Revenue Operations Analyst is the primary architect of our end-to-end revenue lifecycle and go-to-market workflows. In this role, you will serve as the "connective tissue" between Sales, Customer Success, and Onboarding. Your mission is to ensure that the revenue engine runs without friction, from the initial lead to the final handoff. You won't just be watching the data; you’ll be building the guardrails and automated workflows that allow our customer-facing teams to scale. This is a high-impact role that requires a blend of operational rigor, technical CRM expertise, and a proactive approach to process optimization. Qualifications - 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle. - High proficiency in HubSpot is non-negotiable, with deep experience in Workflows, Custom Objects, and Deal Stage automation. - Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns. - Proven experience managing the "Hand-off" process (Sales-to-Onboarding) within a B2B environment. Requirements - Audit "Closed Won" deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly. - Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer "falls through the cracks." - Partner with Marketing, Sales, Customer Success, and Finance to optimize existing processes and implement new ones when strategic changes occur. - Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses. - Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data. - Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes. Benefits - 100% remote work environment - 100% employer-paid medical insurance (plus Dental and Vision within 30 days) - Equity package - Flexible PTO (with 15 days minimum) - 401(k), FSA, and HSA options - Learning Stipend & WFH Equipment - A collaborative, high-ownership culture where your optimizations directly impact company growth. Interview Process - Initial Screen (30 min) - Hiring Manager Interview (45 min) - Cross-collaborative Interview (45 min) - Virtual Roundtable (60 min) & Career Journey Interview (60 min) - Reference Checks
Job Requirements
- 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle.
- High proficiency in HubSpot is non-negotiable, with deep experience in Workflows, Custom Objects, and Deal Stage automation.
- Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns.
- Proven experience managing the "Hand-off" process (Sales-to-Onboarding) within a B2B environment.
- Audit "Closed Won" deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly.
- Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer "falls through the cracks."
- Partner with Marketing, Sales, Customer Success, and Finance to optimize existing processes and implement new ones when strategic changes occur.
- Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses.
- Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data.
- Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes.
Benefits
- 100% remote work environment
- 100% employer-paid medical insurance (plus Dental and Vision within 30 days)
- Equity package
- Flexible PTO (with 15 days minimum)
- 401(k), FSA, and HSA options
- Learning Stipend & WFH Equipment
- A collaborative, high-ownership culture where your optimizations directly impact company growth.
- Interview Process
- Initial Screen (30 min)
- Hiring Manager Interview (45 min)
- Cross-collaborative Interview (45 min)
- Virtual Roundtable (60 min) & Career Journey Interview (60 min)
- Reference Checks
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