Revenue Operations Analyst
DocuPhase - Clearwater Beach, FL
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Revenue Operations Analyst (RevOps Analyst) onPhase is seeking a detail-oriented RevOps Analyst to support our Go-To-Market (GTM) teams and Revenue Operations function. This role is ideal for an early-career professional with foundational Salesforce administration experience, strong analytical skills, and a desire to grow within a fast-paced FinTech SaaS environment. The RevOps Analyst will report directly to the Director of Revenue Operations and play a key role in maintaining CRM data integrity, delivering actionable insights, and supporting operational excellence across Sales, Marketing, and Customer Success. Key Responsibilities Provide day-to-day support for Salesforce CRM, including basic administration, user support, data hygiene, reports, and dashboards Build, maintain, and enhance Salesforce reports and dashboards to support pipeline management, performance tracking, and forecasting Assist with data analysis and visualization to support GTM planning, territory analysis, and leadership reporting Ensure accuracy and consistency of data across Salesforce and integrated systems Respond to operational and reporting requests from Sales, Marketing, and Customer Success teams Support documentation of GTM processes, reporting definitions, and operational best practices Assist with ad hoc analysis and special projects led by Revenue Operations Qualifications & Requirements 12 years of experience in a SaaS environment Hands-on experience with Salesforce CRM, including basic administrative functionality Strong analytical skills with experience working with datasets, reports, and dashboards Proficiency in Microsoft Office, with advanced capability in Excel (e.g., formulas, pivot tables) Strong attention to detail and commitment to data accuracy Ability to manage multiple priorities and collaborate effectively with cross-functional teams Preferred Qualifications Salesforce Administrator Certification or progress toward certification Experience with data visualization or BI tools (e.g., Tableau, Power BI, Looker) Exposure to revenue and sales performance metrics (e.g., pipeline, ARR, conversion rates) Familiarity with Go-To-Market processes and SaaS revenue models Experience with SaaS Tools such as Gong, Chili Piper, ZoomInfo, LinkedIn Sales Navigator Why Join onPhase? Direct mentorship and exposure to senior Revenue Operations leadership Opportunity to develop Salesforce, analytics, and GTM operational expertise Collaborative, growth-oriented SaaS environment Career progression within Revenue Operations
Created: 2026-03-04