Revenue Operations Analyst

Summary

Join Levelset's operations team as a Revenue Operations Analyst and drive revenue growth by enhancing efficiency for sales and customer success teams. You will manage revenue systems, troubleshoot issues, maintain data quality, and provide end-user support. This role involves collaborating with various teams, improving processes across multiple tools, and contributing to areas like deal desk, reporting, and forecasting. The ideal candidate is proactive, detail-oriented, and possesses strong problem-solving skills. This position reports to the Revenue Operations Manager and is based in Heredia, Costa Rica.

Requirements

• Fluent in English with excellent written and verbal communication skills
• Strong problem solving & analytical skills, critical thinking, and attention to detail
• Familiarity with Salesforce and/or tools like Outreach and Hubspot
• Ability to manage multiple tasks, prioritize effectively, and adhere to deadlines
• Self-starter with a desire to learn and grow their career
• Strategic & proactive mindset

Responsibilities

• Assist with Salesforce administration by assigning accounts, troubleshooting errors, and building automations
• Maintain data quality in our CRM & resolve discrepancies between systems
• Be a main point of contact for questions and requests from our sales and customer success teams
• Conduct research to verify and update existing Salesforce account information, including company details, industry classifications, and relevant contacts
• Manage our tech stack by provisioning access to systems, working with vendors, and troubleshooting potential issues
• Help to improve processes across multiple different tools, including Salesforce, Outreach, and LeanData
• Work with all levels of the organization to create efficiency and solve problems for the business
• Assist with other areas of revenue operations like deal desk, reporting, and forecasting