Revenue Operations Analyst

Stepful
New York
Workplace: HybridFull timeUSD 100,000 - 120,000 annuallyFunction: Revenue Operations (RevOps)Skills: ["Analytical rigor","Detail orientation","Data quality mindset","Communication","Comfort with ambiguity"]

Manage and improve the data infrastructure and reporting systems that power B2B revenue growth. You’ll automate GTM workflows using tools like HubSpot, Slack, and Claude, identify pipeline friction, and maintain CRM data quality and scalable workflows. Partner with Sales, Client Success, Solution Architecture, and Finance to operationalize GTM processes, support territory planning and capacity modeling, and build dashboards, cohort analyses, and forecasting models for leadership.

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FursaFursa
Stepful
Stepful
1 month ago

Revenue Operations Analyst

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Job Summary

Manage and improve the data infrastructure and reporting systems that power B2B revenue growth. You’ll automate GTM workflows using tools like HubSpot, Slack, and Claude, identify pipeline friction, and maintain CRM data quality and scalable workflows. Partner with Sales, Client Success, Solution Architecture, and Finance to operationalize GTM processes, support territory planning and capacity modeling, and build dashboards, cohort analyses, and forecasting models for leadership.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Revenue Operations (RevOps)
Seniority: Mid level

Key Responsibilities

  • •Build and deploy automated workflows across Claude, HubSpot, Slack, and the GTM stack to eliminate manual handoffs and reduce administrative burden.
  • •Maintain HubSpot as a system steward, ensuring data quality, pipeline hygiene, and scalable CRM workflows (properties, stages).
  • •Identify and resolve data gaps or inconsistencies using AI-automated data quality checks and enrichment workflows.
  • •Partner with Sales, Client Success, and Solution Architecture to document, optimize, and operationalize GTM processes from lead routing through renewal and expansion.
  • •Build and maintain dashboards, cohort analyses, forecasting models, and core commercial metrics; partner with Finance on bookings and revenue reporting.

Pay and Benefits

Salary: USD 100,000 - 120,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kLearning BudgetFsaHsaCommuter Benefits

Key Requirements

  • •2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical role.
  • •Strong proficiency in Excel and/or Google Sheets (pivot tables, XLOOKUP, SUMIFS, AVERAGEIFS, array formulas).
  • •Hands-on experience with HubSpot (or a comparable CRM), including pipeline management and data hygiene.
  • •Experience building dashboards and reports using BI tools (Looker, Tableau, etc.) or within HubSpot.
  • •Analytically rigorous and detail-oriented, with proven experience using AI to improve commercial efficiency through data, analysis, and automation/workflows.
Experience:B2BRevenue operationsSales operationsBusiness operationsEdTechHealthcare
Skills:Analytical rigorDetail orientationData quality mindsetCommunicationComfort with ambiguity
Tech Stack:HubSpotSlackClaudeChatGPTClayLookerTableauExcelGoogle SheetsGTM stackGong

Company Brief

Stepful
Stepful provides a digital platform offering tools for habit formation, goal setting, and small daily actions to help users improve productivity, wellbeing, and long-term personal development through structured routines and tracking features.
Industry: Wellness & Preventive Health
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