[Hiring] Revenue Operations Analyst @SOCi

Role Description

We are seeking a highly organized, analytical, and process-oriented Revenue Operations Analyst to support our Customer Success, Sales, and Marketing organizations. This role will serve as a key operational partner across the customer lifecycle, helping teams operate efficiently through strong queue management, Salesforce administration and reporting, Customer Success operations, and cross-functional process management. The ideal candidate is comfortable working across multiple teams, can translate business needs into operational solutions, and has advanced Salesforce reporting skills.

Key Responsibilities

• Revenue Operations Queue Management
  • Own the day-to-day management of the Revenue Operations request queue.
  • Review and triage incoming cases, determine priority and appropriate ownership, and route requests to the correct Revenue Operations team member or functional owner.
  • Manage assigned cases from intake through resolution, ensuring timely communication and appropriate follow-up with stakeholders.
  • Monitor queue health, aging, volume, and resolution times to ensure requests are addressed within established service-level expectations.
  • Identify recurring requests and issues that may indicate opportunities for process improvement, automation, documentation, or enablement.
  • Maintain clear documentation of case resolutions and operational changes.
• Customer Success Operations
  • Serve as a primary Revenue Operations point of contact and operational partner for the Customer Success organization.
  • Partner with Customer Success leaders and team members to understand business requirements and translate them into scalable processes, reporting, and system improvements.
  • Support changes and enhancements to Salesforce and other Revenue Operations tools used by Customer Success.
  • Partner closely with Customer Success Enablement to ensure alignment and understanding of processes, tools, documentation, and enablement assets impacted by operational changes.
  • Help document and standardize Customer Success operational processes and identify opportunities to improve efficiency and scalability.
  • Support testing and quality assurance for system, workflow, and process changes before deployment.
• Cancellation & Offboarding Operations
  • Manage and oversee the end-to-end customer cancellation process.
  • Coordinate across Customer Success, Implementation/Offboarding, Billing, Finance, and other stakeholders to ensure cancellations are processed accurately and on time.
  • Perform quality assurance throughout the cancellation process to ensure required information is complete, systems are updated appropriately, and downstream teams receive the information they need.
  • Identify and resolve discrepancies or process gaps that could impact customer offboarding, billing, reporting, or revenue data.
  • Maintain documentation and controls to ensure a consistent and auditable cancellation process.
  • Analyze cancellation trends and surface insights or recurring operational issues to Revenue Operations and Customer Success leadership.
• Reporting & Analytics
  • Develop and maintain Salesforce reports and dashboards supporting Sales, Customer Success, Marketing, and Revenue Operations.
  • Partner with business stakeholders to understand reporting requirements and translate them into accurate, actionable reporting.
  • Provide Clari and CAP reporting to Customer Success leadership as needed.
  • Build recurring and ad hoc reporting to support leadership decision-making and operational reviews.
  • Perform quality assurance and validation of reporting to ensure data accuracy and consistency.
  • Investigate discrepancies across Salesforce and other revenue systems and partner with appropriate teams to resolve data issues.
  • Help establish consistent definitions and reporting methodologies for key revenue and customer metrics.
• Salesforce & Data Management
  • Serve as a Salesforce reporting subject matter expert within Revenue Operations.
  • Build and maintain advanced Salesforce reports, dashboards, report types, filters, formulas, and related reporting solutions.
  • Support data quality initiatives by identifying incomplete, inconsistent, or inaccurate CRM data.
  • Partner with Revenue Operations and system administrators to recommend improvements to Salesforce fields, workflows, processes, and reporting structures.
  • Assist with user acceptance testing and quality assurance for Salesforce enhancements.
  • Help maintain documentation related to Salesforce processes, reporting definitions, and operational workflows.
• Process Improvement & Operational Excellence
  • Identify opportunities to streamline manual processes and improve operational efficiency.
  • Document current-state and future-state processes, requirements, and standard operating procedures.
  • Partner cross-functionally to implement process improvements and measure their effectiveness.
  • Look for opportunities to reduce repetitive requests through automation, self-service reporting, documentation, and enablement.
  • Maintain strong attention to detail while balancing multiple requests, projects, and priorities.

Qualifications

• 2+ years of experience in Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related analytical/operational role.
• Strong Salesforce experience with an advanced understanding of reports and dashboards.
• Experience working with CRM data and translating business requirements into reporting or operational solutions.
• Strong analytical skills with the ability to investigate data, identify trends, and communicate findings clearly.
• Strong project and process management skills with the ability to manage work from intake through completion.
• Excellent attention to detail and commitment to data accuracy and quality assurance.
• Strong written and verbal communication skills.
• Demonstrated ability to work effectively with stakeholders across multiple departments.
• Ability to prioritize competing requests and operate effectively in a fast-paced environment.
• Comfortable identifying problems, recommending solutions, and taking ownership through resolution.

Preferred Qualifications

• Experience supporting a SaaS or recurring-revenue business.
• Experience supporting Customer Success operations and customer lifecycle processes.
• Experience with Clari or similar revenue intelligence/forecasting platforms.
• Experience with ticketing or case-management workflows.
• Experience working with customer cancellation, offboarding, billing, or renewal processes.
• Experience with data visualization or business intelligence tools.
• Familiarity with revenue metrics including ARR, churn, retention, renewals, pipeline, and forecast reporting.
• Experience identifying opportunities for workflow automation and operational scale.

Benefits

• Comprehensive Benefits Package (full-time permanent, non-contract roles only)
• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) plan with employer match
• Flexible Work Environment (full-time, non-contract roles only)
• Flexible paid time off
• Quarterly wellness days
• Paid holidays
• Unique employee engagement programs
• Empowering Career Growth and Success