Revenue Operations Analyst

Casepoint

Revenue Operations Analyst at Casepoint delivering data insights and operational support across Sales, Marketing, and Customer Success teams for predictable growth.

Posted 5/27/2026full-timeRemote • Arizona, California, Colorado, Connecticut, Florida, Illinois, Kansas, Kentucky, Maryland, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington, Wisconsin, Wyoming • 🇺🇸 United StatesJuniorMid-Level💰 $86,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Support day-to-day revenue operations activities across Sales, Marketing, and Customer Success
Maintain and improve CRM data quality, reporting accuracy, and process consistency within Salesforce
Build and maintain dashboards, reports, and recurring metrics used by Revenue Leadership and GTM teams
Analyze pipeline health, sales activity, funnel conversion, renewals, and customer lifecycle trends to identify actionable insights
Assist with forecasting processes and pipeline reviews by ensuring data integrity and reporting accuracy
Support territory alignment, account assignments, and quota administration activities
Help manage and optimize revenue systems and tools, including Salesforce and other GTM technologies
Partner cross-functionally with Sales, Marketing, Customer Success, Finance, and Business Systems teams to support operational initiatives
Document processes, workflows, and reporting standards to improve scalability and consistency
Assist with deal desk administration, approvals, pricing support, and operational governance workflows
Identify process improvement opportunities that reduce friction and improve efficiency across the revenue organization
Support ad hoc analysis and executive reporting requests as business needs evolve

Requirements

What you’ll need

2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, Analytics, or a related field
Experience working within a SaaS or technology-driven organization preferred
Hands-on experience with Salesforce reporting and dashboard creation
Strong analytical and problem-solving skills with attention to detail and data accuracy
Proficiency in Excel/Google Sheets and comfort working with large datasets
Experience supporting CRM hygiene, reporting, and operational processes
Ability to organize priorities, manage multiple projects, and meet deadlines in a fast-paced environment
Strong communication and collaboration skills with the ability to work cross-functionally
Curious mindset with a desire to continuously improve processes and systems
Experience with tools such as HubSpot, Marketo, Gong, Clari, NetSuite, or BI/reporting tools is a plus

Benefits

Comp & perks

Opportunity to grow within a fast-evolving Revenue Operations function
Exposure to executive reporting and strategic GTM initiatives
Hands-on experience with modern revenue systems and analytics
Collaborative environment with cross-functional visibility
Ability to directly influence operational efficiency and business performance

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills & Tools

Revenue OperationsSales OperationsBusiness OperationsAnalyticsSalesforceExcelGoogle SheetsCRM hygienereportingdashboard creation

Soft Skills

analytical skillsproblem-solving skillsattention to detailorganizational skillsproject managementcommunication skillscollaboration skillscuriosityprocess improvementtime management