Revenue Operations Analyst

Stepful

Revenue Operations Analyst managing data infrastructure and reporting systems at Stepful. Focusing on B2B commercial growth with analytics and automation.

Posted 7/17/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $100,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue Operations and Sales Operations, with a strong focus on data analysis, workflow automation, and CRM management. Proficient in building dashboards and reports that drive informed decision-making and enhance commercial team efficiency.

Highest-signal resume keywords

Revenue OperationsHubSpot CRM ManagementData Analysis and ReportingWorkflow AutomationExcel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisDashboard DevelopmentForecasting ModelsCohort AnalysisExcelGoogle SheetsAI AutomationPipeline ManagementReportingData Quality Checks

Soft Skills

Strong CommunicationDetail-OrientedProblem-SolvingAdaptabilityMission-Driven

Tools & Technologies

HubSpotLookerTableauClaudeChatGPTSlack

Industry Keywords

B2B BusinessCommercial MetricsClient HealthSales VelocityData Hygiene

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Build and maintain dashboards and reports tracking pipeline health, bookings and revenue attainment, sales velocity, client health, and client retention across our B2B business
Develop and manage cohort analyses, forecasting models, and ad hoc analyses that help leadership make fast, informed decisions and support routine board and All Hands meetings
Own our core commercial metrics (bookings, bookings retention, time-to-close, activation rates, client health scores) and ensure consistent definitions and usage across teams
Partner with Finance on bookings and revenue reporting
Serve as a key admin and steward of HubSpot, ensuring data quality, pipeline hygiene, and process adherence across commercial teams
Design and maintain scalable CRM workflows, properties, and stages that reflect how the business operates
Identify and resolve data gaps or inconsistencies before they impact reporting or forecasting through building AI-automated data quality checks and enrichment workflows so inconsistencies are caught before humans notice them
Own our GTM tech stack evaluation and integration (e.g., you decide what connects, how, and why)
Partner with Sales, Client Success (CS), and Solution Architecture (SA) to document, optimize, and operationalize GTM processes from lead routing and handoff to renewal and expansion motions
Support territory planning, account segmentation, and capacity modeling as we scale the commercial team
Identify friction points in the pipeline funnel and propose data-backed solutions to remove them
Be a go-to analytical resource for Sales, CS, SA, and leadership
Build and deploy automated workflows across Claude, HubSpot, Slack, and our GTM stack to eliminate manual handoffs and reduce AE, CSM, and SA administrative burden
Identify high-friction processes across the pipeline and replace them with scalable automation (e.g., lead routing, renewal triggers, health score alerts, onboarding sequences)
Experiment with AI tools (Clay, ChatGPT, Claude, etc.) to enrich data, generate insights, and accelerate commercial team workflows

Requirements

What you’ll need

2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical role
Strong proficiency in Excel and/or Google Sheets, including pivot tables, XLOOKUP, SUMIFS, AVERAGEIFS, and array formulas
Hands-on experience with HubSpot (or a comparable CRM) with a strong grasp of pipeline management and data hygiene
Experience building dashboards and reports—whether in a BI tool (Looker, Tableau, etc.) or directly in HubSpot
Analytically rigorous and detail-oriented: you catch data inconsistencies before others do and you care about getting the numbers right
Proven experience using AI to improve the commercial teams’ efficiency via data and reporting analysis and building automation & workflows
Strong communicator who can translate complex analyses into clear narratives for non-technical stakeholders
Comfortable operating in ambiguity and excited to build processes where none exist yet
Mission-driven and energized by the idea of bringing data clarity to a team doing meaningful work
Workflow automation: We care just as much about what you've automated as what you've manually built. If you've replaced a spreadsheet with a workflow, tell us about it!

Benefits

Comp & perks

Meaningful Equity Stake
Subsidized Medical, Dental, and Vision insurance plan options
401(k)
FSA, HSA and commuter benefits
Learning stipend
Open vacation policy, including:
Guidance of 15 days PTO annually
Stepful closed the last week of December
15 work-from-anywhere days
10 public holidays observed for 2026