Revenue Operations Associate

About the role

This role offers excellent exposure to all aspects of the revenue engine and provides a clear path for growth into senior revenue operations positions.

Responsibilities

• Conduct deep-dive analyses into pipeline, conversion, segmentation, retention, and rep performance, identifying root causes and evaluating trade-offs across potential solutions
• Approach ambiguous problems with structured problem-solving frameworks and recommend creative approaches when the standard playbook doesn’t apply
• Build and maintain executive-level dashboards and forecasting models
• Generate GTM performance review cadences for leadership with a clear point of view and actionable recommendations
• Lead end-to-end projects that drive operational improvements across the revenue organization - scoping, planning, executing, and measuring impact
• Support territory planning and account scoring initiatives
• Communicate findings and recommendations clearly and persuasively to GTM leadership - concise, conclusions-oriented, and tailored to the audience
• Contribute meaningfully to team cohesion through stand-ups, planning, retros, and day-to-day collaboration
• Seek and incorporate feedback actively, demonstrating a commitment to continuous growth
• Act as a reliable collaborator with external partners and vendors - following up consistently and representing the team well
• Serve as the DRI for one or more critical RevOps systems or processes (e.g., forecasting, territory & quota management, lead routing, commissions), owning them with minimal guidance
• Quickly triage and resolve issues within owned systems, becoming the go-to expert that leadership and reps rely on
• Proactively identify and scope opportunities to evolve owned systems with new features or capabilities, using clear prioritization criteria
• Drive communication, change management, and training for stakeholders and leadership when systems or processes change
• CRM & Tech Stack Expertise
• Act as a subject matter expert across our GTM tech stack - HubSpot, Nooks, Gong, Clay, and forecasting tools
• Partner with our GTM Systems Admins to maintain data hygiene, configure workflows, and optimize automation rules
• Serve as an escalation point for GTM tech troubleshooting, rules of engagement interpretation, and daily operational issues
• Continuously evaluate the tech stack for gaps, redundancies, and opportunities for consolidation or new investment

Requirements

3+ years of experience in SaaS RevOps, with demonstrated progression in scope and ownership; 4-6 years of total experience in investment banking, management consulting or related analytical roles

Qualifications

• Subject matter expert in HubSpot and the modern GTM stack (Nooks, Gong, Clay, Claude/ChatGPT, forecasting tools) - hands-on when needed, and trusted to guide others
• Strong analytical foundation: you’re comfortable building complex models, running your own analyses, and translating data into insight by investigating root causes rather than stopping at the trend line
• Systems thinker and owner: you’ve independently maintained, evolved, and documented critical systems, and you’re known for triaging issues fast
• Comfortable with ambiguity: you bring structure to undefined problems, evaluate trade-offs, and weigh broader business implications before recommending a path
• Builder’s bias for action: you create scalable programs with measurable impact rather than one-off fixes
• Exceptional communicator: clear and persuasive in presentations, writing, and stakeholder updates; effective at educating others on your domain
• Collaborative, humble, and coachable: contributes to team morale, seeks feedback, and treats being challenged as a gift