Revenue Operations Analyst

As a Revenue Operations Analyst at WellSaid, you will manage the deal desk, coordinate between sales, product, and finance on custom deals, and work collaboratively with cross-functional teams to enhance GTM planning, forecasting, and operational processes. Your role will also include providing feedback on our CRM tech stack and assisting with business KPI reporting to ensure the accuracy of revenue data.

To qualify for the Revenue Operations Analyst position at WellSaid, you should have 2+ years of experience with a CRM, ideally with at least 1 year of experience using Hubspot. A Bachelor’s degree in Business, Finance, Economics, or a related field is preferred, along with experience in SaaS or subscription-based business models. Experience with ERP systems like Coupa or Ariba and strong attention to detail in a fast-paced environment are also beneficial.

At WellSaid, we promote an inclusive and flexible work environment where team members can work where and when they feel most productive. Since our team is fully distributed across the U.S., you’ll have the opportunity to engage with colleagues from different locations, facilitating both collaboration and a supportive atmosphere. Plus, we encourage personal and professional growth through various benefits and stipends.

The hiring salary for the Revenue Operations Analyst role at WellSaid ranges from $70,000 to $90,000 annually. This range reflects the target offer, taking into consideration your skillset and experience. WellSaid also offers a competitive equity package and various impressive benefits.

In the interview process for the Revenue Operations Analyst position at WellSaid, you'll start with an initial call with our recruiting team, followed by an interview with the hiring manager. If there's a good match, you'll then go through an interview loop with team members. All interviews are conducted remotely via Google Meets, and we’re happy to accommodate any needs to set you up for success.

When managing multiple projects, I prioritize tasks based on deadlines, project dependencies, and the strategic importance of each project. I often use project management tools to track progress and facilitate communication with stakeholders, ensuring that high-impact projects receive timely attention while maintaining a clear focus on deliverable timelines.

Yes, I have over two years of experience with CRM systems, primarily Hubspot. In my previous role, I was responsible for maintaining accurate customer data, generating reports to analyze sales trends, and optimizing the CRM setup to improve user engagement. This experience has provided me with valuable insight into how CRM systems can drive revenue operations effectively.

To provide effective feedback on improving the GTM tech stack, I would implement a structured feedback process that includes gathering input from users, analyzing data on system performance, and identifying bottlenecks. Regular check-ins with stakeholders can also keep the team informed about tech stack efficiency, ensuring that changes align with operational needs.

Ensuring accuracy in KPI reporting is crucial, and I achieve this by regularly validating data sources, cross-referencing figures with financial reports, and collaborating closely with analytics teams. Consistent auditing of the data ensures that any discrepancies are addressed promptly, allowing the leadership team to make well-informed decisions.

In a previous project, I faced a challenge coordinating between sales, finance, and product teams due to differing priorities. I organized a workshop that brought together stakeholders to discuss our goals, identify misalignments, and establish a shared plan. This dialogue not only resolved the immediate challenge but also strengthened collaboration for future projects.

I believe the most important quality for a Revenue Operations Analyst is adaptability. In a fast-paced environment like WellSaid, being able to pivot quickly in response to changing business needs or priorities is critical. This includes staying current with industry trends and continuously seeking ways to improve processes.

My approach to transaction processing and order management entails understanding the complete order lifecycle, ensuring that all documentation is accurate and compliant. I prioritize effective communication with sales and finance teams to minimize delays, and I routinely track progress to ensure timely processing and resolution of any issues.

To handle discrepancies in sales data effectively, I would first investigate the source of the data and consult with relevant teams to clarify any misunderstandings. I would compare the figures against original source documents and system reports. If needed, I’d facilitate a meeting to resolve discrepancies collaboratively and ensure that corrective actions are taken.

I have significant experience in KPI development and reporting, which includes identifying relevant metrics that align with business goals, designing dashboards for easy tracking, and providing actionable insights to stakeholders. I focus on creating KPIs that are both measurable and meaningful to drive performance and accountability.

To improve onboarding documentation for customers, I would gather feedback from both new users and the internal team to understand existing gaps and obstacles. Then, I’d focus on creating clear, user-friendly materials that include step-by-step guides, visual aids, and FAQs to ensure a smooth onboarding experience for all users.