Casebook PBC

RevOps Analyst

Casebook PBC

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $70,000 - $90,000 per year

Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • Build, maintain, and optimize dashboards and reports across HubSpot and related systems
  • Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage
  • Translate raw data into actionable insights for executives, department leads, and frontline teams
  • Partner with Marketing to assess campaign effectiveness and lead funnel performance
  • Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting
  • Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities
  • Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap
  • Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems
  • Recommend process improvements based on data findings to enhance operational efficiency
  • Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices
  • Identify leading and lagging indicators of customer health and company performance
  • Deliver insights that influence GTM strategy, customer experience initiatives, and product development
  • Present findings to leadership in a clear, concise, and actionable way

Requirements

  • 3+ years of experience as a Data Analyst or RevOps Analyst, preferably in SaaS or technology
  • Bachelor’s degree in Business, Economics, Data Science, Statistics, or related field (or equivalent experience)
  • Ability to work ET or CT hours
  • Hands-on experience with HubSpot reporting, dashboards, and lifecycle analytics
  • Familiarity with Customer Success Platforms such as ChurnZero
  • Strong analytical skills with proficiency in SQL, Excel/Google Sheets, and data visualization tools
  • Experience working cross-functionally with Marketing, Sales, Customer Success, Support, and Product teams
  • Ability to translate complex data into clear, actionable insights.
Benefits
  • employer funded health insurance for you and a spouse
  • 401k
  • three weeks vacation time

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisSQLExcelGoogle Sheetsdata visualizationlifecycle analyticsdashboard optimizationreporting practicesdata governanceprocess improvement
Soft skills
analytical skillscommunicationcollaborationproblem-solvingpresentation skillsactionable insightscross-functional teamworkcustomer focusstrategic thinkingadaptability
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