Revenue Operations Analyst

We’re seeking a detail-oriented and data-driven Revenue Operations Analyst to join our Finance & Accounting team. This role bridges Customer Success, Sales, and Finance, ensuring accurate deal data, timely renewals, and clear financial reporting.

Requirements

• Create and manage renewal opportunities in the CRM for existing customer accounts.
• Generate and issue customer contracts for renewals and amendments in coordination with Customer Success and Sales.
• Maintain accurate deal data (values, terms, renewal dates) to support reporting and financial reconciliation.
• Collaborate with the Finance team to ensure all renewal data aligns with billing and revenue schedules.
• Assist with the CRM migration from HubSpot to Salesforce, including data validation and process documentation.
• Build and maintain reports and dashboards in Salesforce and Excel for Finance, Sales, and Customer Success.
• Support month-end close activities, including deal reconciliation and variance analysis.
• Assist with bonus and commission calculations based on Sales and CS performance.
• Help develop and document standard processes for renewals, contract tracking, and reporting.

Benefits

• Health coverage option for individual and family
• Dental, vision, short-term and long-term disability options available
• SIMPLE IRA plan