Analyst - Revenue Operations

Sales and Funnel Operations 

• Support day-to-day sales operations activities, including pipeline hygiene, opportunity management, account assignment, and territory support 

• Own and improve the deal closure process, ensuring clean CRM management, accurate pricing validation, SOW development and process monthly invoices to clients 

• Track funnel progression from lead through pipeline to revenue, including stage movement, conversion rates, and cycle times 

• Review deal progression to identify bottlenecks, stalled opportunities, and areas for process improvement 

• Support forecast reporting and help improve consistency through better process and data discipline 

• Assist with win/loss analysis and summarize insights to improve sales execution 

Marketing and Sales Alignment 

• Support alignment between marketing and sales processes, including lead lifecycle definitions, handoffs, and full-funnel tracking 

• Assist with campaign tracking, lead routing logic, and reporting that improves visibility into lead quality and downstream impact 

• Partner with stakeholders across Sales and Marketing to improve pipeline generation, conversion, and reporting consistency 

Systems and Data Management 

• Maintain and improve core commercial systems and workflows, including CRM and other go-to-market tools 

• Take ownership of CRM hygiene across leads, contacts, companies, and opportunities, including data cleanup, field standardization, and deduplication 

• Support integrations and data flow across CRM, marketing, reporting, and downstream business tools 

• Assist with workflow automation, process documentation, and end user support 

• Help troubleshoot system and process issues across the commercial team 

Reporting and Insights 

• Build and maintain dashboards and recurring reports on pipeline, bookings, revenue, and funnel performance 

• Translate data into clear takeaways and practical recommendations for Sales and Marketing stakeholders 

• Support analysis of funnel performance, campaign contribution, and sales activity trends 

• Help improve KPI definitions and reporting consistency across teams 

Cross-Functional Collaboration 

• Work with Sales, Marketing, Finance, and other internal stakeholders to align on processes, definitions, and priorities 

• Communicate clearly with stakeholders at different levels of the organization and follow through on operational needs 

• Contribute to process improvement initiatives and support rollout of new tools, workflows, or reporting changes 

• 2 to 5 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or a similar commercial operations role 

• Hands-on experience working with CRM platforms and related go-to-market tools 

• Strong understanding of CRM data structure, database hygiene, and lead-to-revenue workflows 

• Experience in maintaining data quality and identifying issues related to accuracy, completeness, and process adherence 

• Strong Excel or Google Sheets skills and experience building or maintaining business reports and dashboards 

• Strong analytical and problem-solving skills with high attention to detail 

• Ability to work cross-functionally and build effective working relationships with technical and non-technical stakeholders 

• Comfort working with metrics such as conversion rates, pipeline velocity, and deal cycle time 

• Experience using AI tools like Claude to speed up RevOps workflows 

Preferred 

• Familiarity with HubSpot or similar CRM platforms is a plus 

• Experience in life sciences, healthcare, pharma, biotech, or a related industry 

• Exposure to marketing operations, campaign tracking, or lead management processes 

• Experience with BI or reporting tools and comfort in interpreting performance metrics 

Key Competencies 

• Strong foundation in sales operations and commercial reporting 

• Comfort working across systems, data, and processes with a continuous improvement mindset 

• Able to balance detail orientation with practical business judgment 

• Clear communicator who can work confidently with stakeholders and push for follow-through when needed 

• Collaborative and service-oriented, with the ability to build trust across teams