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Revenue Operations Analyst – 12 Month Contract
PointClickCareRevenue Operations Analyst executing operational workflows across Salesforce at PointClickCare. Focused on data management, billing processes, and supporting revenue growth initiatives.
About the role
Key responsibilities & impact- Manage and execute data updates across Salesforce using Data Loader (Leads, Opportunities, Accounts, Contacts, custom objects) Maintain data integrity, perform data hygiene, and support data migration efforts
- Execute opportunity splits, leakage/reverse leakage tracking, and billing-related object creation
- Support Billing Automation Project by creating and maintaining billing-related objects (e.g., invoiced customers, uplift objects) · Own order management workflows and ensure accurate system updates tied to invoicing and bookings
- Partner with RevOps leadership to improve billing processes and operational efficiency
- Build and maintain Salesforce reports and dashboards based on prioritized business needs
- Fulfill ad hoc reporting and Smartsheet requests independently
- Support data visualization and reporting needs for pipeline and operational insights
- Own Smartsheet workflows, including building, maintaining, and fulfilling incoming requests
- Manage Gong-related support requests, troubleshooting, and stakeholder communication
- Provide operational support for marketing workflows (e.g., nurture status, Marketo-related processes)
- Develop and maintain SOP documentation for key processes and systems
- Support enablement efforts, including training delivery for new tools and process rollouts
- Partner with stakeholders to ensure adoption of new workflows and operational best practices
- Support Pipeline Council activities (reporting, dashboarding, data preparation)
- Assist with Salesforce enhancements and process implementations as needed
- Contribute to continuous improvement initiatives across RevOps
Requirements
What you’ll need- Intermediate proficiency in Salesforce (reporting, dashboards, object management)
- Experience using Salesforce Data Loader for bulk data operations
- Strong Excel skills (data manipulation, analysis, reporting)
- Experience managing operational workflows and data processes
- Strong attention to detail and data accuracy
- Ability to work independently and manage multiple requests in a fast-paced environment
- Experience documenting processes and maintaining SOPs
- Experience with Smartsheet (workflow creation and management)
- Familiarity with Gong (user support and troubleshooting)
- Exposure to Marketo and marketing operations workflows
- Experience with LeanData (routing, matching, data management)
Benefits
Comp & perks- 4% per hour in lieu of benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SalesforceSalesforce Data LoaderExceldata manipulationdata analysisreportingSmartsheetGongMarketoLeanData
Soft Skills
attention to detaildata accuracyindependencemulti-taskingprocess documentationtraining deliverystakeholder communicationoperational efficiencycontinuous improvementworkflow management