Revenue Operations Analyst

Summary

Join D2L's Talent Acquisition team as a Revenue Operations Analyst, a key partner to Sales and Marketing. You will leverage your analytical skills to optimize processes, uncover insights, and drive efficiency. This role involves working extensively with Salesforce, building reports and dashboards, ensuring data accuracy, and providing training. You will collaborate with various teams, including Sales, Marketing, Finance, and IT, to improve GTM effectiveness and contribute to annual planning. Success requires strong technical, business, and interpersonal skills, along with experience in a similar role. D2L offers a competitive salary and benefits package.

Requirements

• 3-5 years experience in a Sales/Revenue Operations role working on process streamlining and improvement projects
• SaaS industry experience
• 3+ years experience working with Salesforce (CRM)
• Advanced-level proficiency with Salesforce including building reports and dashboard in Salesforce
• Salesforce Administrator Certificate or completion of courses within that learning path
• Understanding of Sales and marketing processes and metrics
• Advanced Excel reporting abilities
• Expert-level proficiency with Microsoft Excel, including formulas (such as VLOOKUP & IF Statements), Conditional Formatting, and Pivots
• Experience collaborating and working with different levels of leadership and cross-functionally with teams such as Sales, Finance, and IT
• Strong written and verbal communication skills with all levels of stakeholders and able to present your outputs and anticipate questions and concerns
• Unmatched attention to detail to handle data with accuracy and precision and spot any discrepancies
• Ability to work under pressure - you are able to problem solve, solution and determine fixes quickly, sometimes, under tight deadlines with minimal supervision
• Proactive mindset to anticipate requirements, identify issues, and proactively take the lead, addressing needs ahead of time rather than being reactive to situations
• Skilled at collaborating with other teams to identify opportunities to improve GTM effectiveness
• A bachelor's degree in Business, Computer Science, or related field or equivalent experience

Responsibilities

• Collaborate with Sales and other teams to create, update and maintain reports and dashboards in Salesforce that help in gaining visibility to their opportunities, accounts, activity for crucial insights, actions, and progression through their sales cycle
• Review opportunities monthly for forecast accuracy, proper categorization by deal type and sales team, ownership updates for account transfers, close date accuracy, stage and close date cleanliness
• Pull various data points for analysis and insights as required by the business. Present data and summary reports for leadership at various levels and different teams
• Provide refreshers and training to new and existing members within Sales
• Be the SME on CRM process, best practices, and advising on the best way to approach and tackle various issues. Remain up to date on Salesforce training and product releases as it relates to Revenue Operations work
• Collaborate with the various sales teams on account planning, territory realignment, and transfers while coordinating with other teams such as Finance, Solutions Engineers and Customer Success Managers
• Act as an intermediary between Sales and IT logging support tickets or change requests and supporting User Acceptance Testing when required

Preferred Qualifications

SaaS industry experience

Benefits

• Wellness Subsidy
• Equity Grants
• Variable Incentive
• Impactful work transforming the way the world learns
• Flexible work arrangements
• Learning and Growth opportunities
• Tuition reimbursement of up to $4,000 CAD for continuing education through our Catch the Wave Program
• 2 Paid Days off for Catch the Wave related activities like exams or final assignments
• Employee wellbeing (Access to mental health services, EFAP program, financial planning and more)
• Retirement planning
• 2 Paid Volunteer Days
• Competitive Benefits Package
• Home Internet Reimbursements
• Employee Referral Program
• Wellness Reimbursement
• Employee Recognition
• Social Events
• Dog Friendly Offices at our HQ in Kitchener, Winnipeg, Vancouver and Melbourne