Revenue Operations Analyst (CX)

Pleo
Madrid
Full timeFunction: Revenue Operations (RevOps)Experience: 3+ yearsSkills: ["Analytical thinking","Execution focus","Communication","Collaboration","Adaptability"]

Drive operational excellence for customer experience and retention by building reporting dashboards and translating operational data into actionable insights. Administer and maintain CRM and CX systems (HubSpot/Salesforce, Vitally/Gainsight), ensuring data integrity through field configuration, mappings, access, and audits. Analyze customer usage patterns to identify at-risk accounts, optimize post-sales and lifecycle workflows, and collaborate closely with CX leadership, Sales Operations, and GTM teams to improve system hygiene and proactive retention.

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Pleo
Pleo
2 days ago

Revenue Operations Analyst (CX)

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Last checked: 19 hours agoStatus: Live

Job Summary

Drive operational excellence for customer experience and retention by building reporting dashboards and translating operational data into actionable insights. Administer and maintain CRM and CX systems (HubSpot/Salesforce, Vitally/Gainsight), ensuring data integrity through field configuration, mappings, access, and audits. Analyze customer usage patterns to identify at-risk accounts, optimize post-sales and lifecycle workflows, and collaborate closely with CX leadership, Sales Operations, and GTM teams to improve system hygiene and proactive retention.
Location: Madrid
Employment Type: Full time
Job Function: Revenue Operations (RevOps)
Seniority: Mid level

Key Responsibilities

  • •Design, build, and maintain operational dashboards to track customer health, onboarding progression, risk signals, and lifecycle renewals.
  • •Administer HubSpot or Salesforce, including field configuration, custom objects, data mapping, and user access.
  • •Analyze usage patterns and behavioral indicators to identify at-risk accounts and support proactive retention interventions.
  • •Map and evaluate post-sales and CX workflows to identify bottlenecks and implement improvements across CX platforms.
  • •Partner with CX leadership, Sales Operations, and GTM teams on platform audits, workflow automations, and system hygiene.

Pay and Benefits

Perks:Health InsurancePaid LeaveRemote WorkMeal AllowanceParental Leave

Key Requirements

  • •3+ years in a CX Operations Analyst, Operations Specialist, Business Analyst, or similar role in B2B SaaS.
  • •Hands-on administration of CRM platforms (HubSpot or Salesforce) and customer success tools (Vitally, Gainsight).
  • •Experience building and maintaining BI dashboards in Looker or Power BI (Tableau mentioned).
  • •Strong analytical skills, execution focus, and communication skills for technical and non-technical stakeholders.
  • •Nice-to-have: SQL or Python skills, workflow automation tools (Zapier/Make), and data governance experience.
Experience:3+ yearsB2B SaaSCustomer successSales operationsCustomer analytics
Skills:Analytical thinkingExecution focusCommunicationCollaborationAdaptability
Languages:English
Tech Stack:HubSpotSalesforceVitallyGainsightFreshworksLookerPower BITableauSQLPythonZapierMake

Company Brief

Pleo
Provides spend management software that helps businesses issue company cards, control expenses, automate reimbursements, and track team spending in one platform. Aims to simplify financial workflows for modern companies.
Industry: Fintech Infrastructure
Company Size: Large (251 to 1,000 employees)
Growth: Scaleup
Headquarters: Copenhagen, Denmark
Founded: 2015
WebsiteLinkedIn