Rev Ops Analyst

Summary

Join Customer.io as a Contract Revenue Operations Analyst and play a critical role in supporting and optimizing the revenue organization's operational foundation. This 6-month contract (with potential extension) focuses on improving process efficiency, maintaining documentation, managing cross-functional projects, and ensuring accurate data flow. The ideal candidate possesses strong analytical thinking, a process-driven mindset, and a passion for operational clarity across sales, marketing, and customer success teams. You will map, document, and improve revenue processes, maintain process documentation, partner with stakeholders, manage cross-functional projects, support lead routing, conduct process audits, and collaborate with leadership. The role requires strong analytical and problem-solving skills, excellent communication, and experience with CRM platforms and project management tools. The hourly rate is $40USD.

Requirements

• Strong understanding of GTM processes, including lead management, sales stages, and routing logic
• Proficiency in CRM platforms (e.g., Salesforce) and project management tools (e.g., Notion, Linear)
• Excellent documentation skills with high attention to detail and clarity
• Strong analytical and problem-solving skills; able to interpret data and process flows effectively
• Excellent collaboration and communication skills with the ability to work cross-functionally
• Available full-time requiring 4+ hours of daily working overlap with US EST/CST time zones for team collaboration
• Requires 2–4 years of experience in Revenue Operations, Sales Operations, or a similar analytical/process-driven role

Responsibilities

• Map, document, and continuously improve key revenue processes across the sales funnel, identifying bottlenecks and areas for optimization
• Own and maintain process documentation to ensure internal alignment, transparency, and consistency across global teams
• Partner with stakeholders in Sales, Marketing, Customer Success, and Systems to scope and implement operational improvements
• Manage and coordinate cross-functional projects that impact revenue teams, ensuring timely execution, stakeholder communication, and clear project tracking
• Support and improve lead/account routing logic and workflows to ensure speed-to-lead and alignment with go-to-market strategy
• Help with territory planning and account ownership within the CRM, ensuring accurate assignments and clean data
• Conduct process audits and identify opportunities for automation and scalability within core GTM workflows
• Collaborate with RevOps leadership to align operational efforts with broader revenue goals and initiatives
• Assist in the creation of SOPs, training materials, and enablement documentation to support new processes or tool rollouts
• Monitor system usage, data accuracy, and process adherence to ensure compliance and effectiveness
• Work with systems administrators to implement updates and workflows that reflect evolving business needs
• May be required to support the team with Deals Desk responsibilities and processes

Preferred Qualifications

• Experience with process mapping tools (e.g., Miro) is a plus
• Comfortable with change management and stakeholder coordination
• Experience as a Salesforce system administrator with Lightning UX (or equivalent experience)
• Preferably has hands-on experience with tools such as marketing automation software, PlanHat, LinkedSquares, RevenueHero, Gong, or similar platforms
• Possesses an ownership mindset and proactively researches, plans, and executes projects from start to finish
• Highly collaborative and people-oriented; makes strategic decisions with empathy and thoughtfulness
• Ability to meet deadlines and adapt quickly in a fast-paced environment
• Results-driven with the ability to break down complex problems into actionable goals and aligned initiatives