
Revenue Operations Analyst
Foundry
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Manage CRM, ensuring data integrity and optimizing workflows. Own system governance, including user access, field structure, automation rules, and data hygiene standards.
- Develop and maintain sales analytics reports and dashboards. Provide recurring pipeline visibility, forecasting support, and executive-ready reporting.
- Document and continuously optimize key revenue processes including inbound lead management, customer onboarding and offboarding, contract workflows, KYC/KYB process management etc.)
- Identify process bottlenecks and implement scalable solutions
- Drive cross-functional collaboration to align sales, account management, marketing and customer success operations
- Support sales planning and operations strategy development. Support annual and quarterly planning cycles, including territory planning, quota tracking, and performance analytics.
- Conduct market and competitive research to support sales strategy.
- Maintain data accuracy across CRM and integrated systems, ensuring alignment with finance and compliance reporting needs
Requirements
- 4–6 years of total professional experience, including 2+ years in revenue operations, sales operations, or a related analytical role
- Experience with CRM systems (Salesforce or Hubspot)
- Strong analytical and problem-solving skills with exceptional attention to detail
- Proven track record of process design, documentation, and optimization
- Strong written and verbal communication skills, with the ability to collaborate cross-functionally
- Experience in financial services, fintech, or institutional (B2B) sales environments
Benefits
- Competitive salary
- Flexible working hours
- Professional development budget
- Home office setup allowance
- Global team events
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRM managementdata integritysales analyticsreportingprocess optimizationKYC process managementcontract workflowspipeline visibilityquota trackingperformance analytics
Soft Skills
analytical skillsproblem-solving skillsattention to detailwritten communicationverbal communicationcollaborationcross-functional teamwork