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Revenue Operations Analyst, Revenue Intelligence & AI GTM Systems

HSI · United States · 3 wk ago
RemoteRemoteSalesFull-time

About the Role

HSI is a fast-growing global SaaS company helping organizations simplify safety, compliance, and workforce management, empowering businesses to keep their people safe, trained, and compliant. As we scale globally, we are investing in a modern, AI-enabled revenue operating model, and this role sits at the center of that shift.

Key Responsibilities

  • Own the metrics, dashboards, and analysis behind weekly pipeline reviews, forecasting, and executive reporting across our global GTM org

  • Deliver executive-ready insights on pipeline health, forecast risk, sales productivity, and revenue trends, with clear recommendations

  • Own the weekly pipeline inspection and forecast cadence: prepare leader-ready views, monitor stage hygiene, and drive follow-up on data gaps

  • Build and advance HSI's Tableau reporting environment, including a current, high-priority initiative to expand trusted, self-serve analytics for GTM teams

  • Analyze stage conversion, win rate, pipeline coverage, and attainment by segment, region, and cohort to surface actionable insights

  • Define and document KPI definitions, calculation logic, and reporting methodologies to maintain a single, trusted source of truth across the revenue lifecycle

  • Own CRM data requirements, definitions, and governance that keep reporting consistent, trusted, and auditable, partnering with Salesforce admins on the build

  • Partner with Sales, Marketing, Customer Success, and Finance leaders to align reporting and support QBR/MBR and weekly review cadences

  • Ai-Focused Impact: Apply AI and automation to RevOps workflows like pipeline hygiene, lead routing, forecast prep, and data validation, tied to measurable business outcomes

  • Help turn unstructured data (call transcripts, emails, meeting notes) into structured CRM intelligence, removing manual update work from reps and raising data quality at the source

  • Help set the boundaries between automation and people: where AI can act, where human review is required, and what data quality each depends on

  • Help run selected AI and automation use cases through testing, launch, and ongoing monitoring, tracking accuracy, exceptions, adoption, and business impact

  • Apply HSI's security, privacy, access-control, and data-governance requirements to AI-assisted workflows, with clear human review and accountability for outputs

  • Partner with Salesforce admins and systems teams to translate AI and automation capabilities into practical, governed workflows and data models

  • Drive enablement as we roll out new AI tools: build training, documentation, and reusable templates, and run working sessions that help GTM teams adopt them with confidence

Requirements

  • This is a hands-on Revenue Operations role focused on analytics, process design, requirements, low-code automation, governance, and adoption

  • 3+ years in Revenue Operations, Sales Operations, or GTM Operations, including direct ownership of pipeline management, funnel reporting, and forecasting cadence

  • Strong, hands-on Salesforce fluency: deep working knowledge of the data model and how configuration affects pipeline, forecasting, and reporting, enough to scope clear requirements and QA changes. You partner with our admin team on the build rather than owning configuration

  • Advanced Excel or Google Sheets skills, and a proven ability to translate business questions into metrics, analysis, and recommendations that influence leadership decisions

  • Comfort working with data to build reporting and analysis (SQL, BI tools, or similar). Familiarity with cloud data warehouse environments such as Snowflake is a plus, and an area this role will grow into over time

  • Familiarity with low-code or no-code automation platforms such as Workato, Zapier, Make, or n8n, with a working understanding of APIs, webhooks, and system integrations

  • Exposure to prompt design, LLM-assisted workflows (for example, Claude, ChatGPT, or Copilot), including structured evaluation of AI-generated outputs

  • Experience in SaaS metrics and lifecycle reporting (ARR, ACV, GRR/NRR, churn, expansion, cohort analysis)

  • Experience building enablement or training materials that drive tool adoption across GTM teams

  • Familiarity with additional BI or data-visualization tools (Power BI, Looker) and modern data stacks

  • Familiarity with revenue and conversation intelligence tools such as Clari, Gong, Outreach/Salesloft, or ZoomInfo

  • Experience with lead routing, attribution, and full-funnel measurement across Marketing, Sales, and Customer Success

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