Senior Revenue Operations Analyst
Upwind Security
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • 🇺🇸 United States
Visit company websiteJob Level
Senior
Tech Stack
SFDC
About the role
- Serve as the primary operational partner to the Sales team, providing day-to-day support, guidance, and problem-solving across systems, processes, and workflows.
- Identify operational bottlenecks and propose process improvements that enhance efficiency, accuracy, and scalability across the revenue engine.
- Build, maintain, and optimize Salesforce reports and dashboards to deliver clear visibility into performance trends, key KPIs, and business drivers.
- Consolidate and analyze data to produce actionable insights that influence decision-making and guide sales leadership on strategic opportunities.
- Partner with sales org to enhance adoption and effective usage of Salesforce (SFDC), reinforcing CRM best practices, forecasting discipline, pipeline hygiene, and standardized data governance.
- Develop and maintain documentation, training materials, playbooks, and reference guides to support Sales onboarding and ongoing operational enablement.
- Administer and update the centralized sales resource hub, ensuring content is organized, consistent, and current.
- Conduct operational onboarding for new hires and support the rollout of new tools, processes, and programs.
- Support the planning, coordination, and execution of regional and global Quarterly Business Reviews (QBRs) in partnership with Sales leadership.
- Assist in the execution of key RevOps initiatives and large-scale projects.
Requirements
- 2+ years of experience in Consulting, Investment Banking, Private Equity, Sales Operations, Business Operations, or related revenue-focused roles.
- Experience and familiarity with GTM workstreams and processes.
- Ability to simplify and communicate complex processes and systems; experience creating clear documentation and training materials.
- Strong analytical skills with experience using Excel/Google Sheets to organize, interpret, and visualize data.
- High level of ownership, initiative, and accountability; able to work independently in a fast-paced environment.
- Exceptional attention to detail and a commitment to operational accuracy.
- Strong verbal and written communication skills with the ability to influence stakeholders at all levels.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Salesforcedata analysisreportingdashboard creationprocess improvementdata governancedocumentationtraining material developmentExcelGoogle Sheets
Soft skills
problem-solvingcommunicationanalytical skillsattention to detailownershipinitiativeaccountabilityindependenceinfluencing stakeholdersorganizational skills