The Revenue Operations Analyst will play a critical role in optimizing our revenue-generating processes by analyzing data, improving workflows, and ensuring that our HubSpot CRM is leveraged to its full potential. This role requires a strategic thinker with strong analytical skills and a deep understanding of revenue operations within a SaaS or similar environment. The ideal candidate will be responsible for supporting sales, marketing, and customer success teams by providing actionable insights and recommendations to drive efficiency and growth.
In this role you will get to:
- Optimize and manage CRM tools (HubSpot, Dealhub, etc.) to improve Sales, Service and Marketing efficiency for 4 Business Unit’s within Riverside.
- Perform monthly data audits with Vendors and automate validation processes.
- Streamline CRM workflows by automating key sales and marketing tasks.
- Collaborate with vendors and internal teams to maintain and enhance CRM tools.
- Develop custom HubSpot dashboards to track KPIs for sales, marketing, and customer success across 4 business units within Riverside.
- Conduct pipeline analysis and manage quoting automation to support sales and enablement teams.
- Improve forecasting and cross-functional alignment through monthly process reviews with stakeholders.
- Collaborate with enablement team to build and deliver training for Sales, Customer Success and Marketing teams.
- Provide daily support for CRM systems, resolving ticket requests and reducing future issues through training and documentation.
- Conduct regular training sessions to enhance CRM usage and reduce support requests.
- Identify, scope and execute projects which you feel will help Riverside grow.
Disclaimer
The above statements describe the general nature and level of the work performed by people assigned to this work. This list does not cover all possible duties, tasks, or responsibilities. Riverside Insights may amend or change responsibilities to meet the needs of the business and organization as necessary.
- Bachelor's degree in business, Finance, Data Analytics, or a related field.
- 2-4 years of experience in revenue operations, sales operations, or a similar role, preferably in a SaaS environment.
- Strong proficiency with HubSpot CRM, including workflow automation, reporting, and data management.
- Deal Hub experience is a plus.
- Advanced Excel skills; experience with BI tools (e.g., Tableau, Power BI) is a plus.
- Exceptional analytical and problem-solving skills with a data-driven mindset.
- Excellent communication and collaboration skills with the ability to work cross-functionally.
- Strong project management skills with the ability to manage multiple priorities simultaneously.
- High attention to detail and commitment to accuracy and quality.
Physical Requirements for this position
- Remote
- Up to 10% travel for off-site team meetings
- May require stationary positions (sitting or standing) for extended periods
- Medical, Dental, and Vision plans
- Company paid basic life and AD&D insurance
- Company paid short-term and long-term disability
- Supplemental life insurance options
- Company paid Employee Assistance Program (EAP)
- Retirement plan with discretionary company matching
- Flexible Spending Account (FSA) and Health Savings Account (HSA) options
- Premium subscription to Calm for employee and dependents
- Company paid time off (PTO)
- 13 named holidays, 2 floating holidays, and 4 early-release half days
- Flexible work arrangements
- Work-from-home expense reimbursement
- Tuition Reimbursement Program
- Company orientation and 30/60/90 Day Onboarding
Who is Riverside Insights? Riverside Insights is a growth-focused business on a mission to elevate one billion lives globally by 2030 through research-based assessments and technology for educational professionals, students, clinical and behavioral health clients, and workforce talent.
Why Join Our Team?
At Riverside Insights, achieving real results for students and educators is more than talk – it's what we do. As we grow, so will you, offering the chance to expand your skills on an ambitious, solution-focused team. Join us in making great work possible, where your well-being and dedication to making an impact go hand in hand. If you're ready for an ambitious, collaborative environment, Riverside is the place for you.
Riverside Insights is an Equal-opportunity Employer:
Riverside Insights provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Our Commitment to Diversity & Inclusion:
At Riverside Insights, every employee has the right to a welcoming and inclusive workplace where their diverse backgrounds, experiences, and perspectives are valued and celebrated.
Thank you for considering joining our growing team and our mission to help elevate potential globally! Please check out www.riversideinsights.com to learn more about our work.
