Revenue Operations Analyst
Remote • San Francisco • FullTime
Posted 1mo ago
About the job
Perplexity is seeking a Revenue Operations Analyst to join their growing enterprise go-to-market organization. This is an impactful, early-stage role focused on optimizing processes, execution, and systems. You will play a key part in defining how demand is attributed, leads and accounts are routed, opportunities progress through the funnel, and the business measures performance. You will collaborate closely with Sales, Marketing, Customer Success, Finance, Analytics, and Enterprise Systems to ensure seamless day-to-day execution of strategy. Leveraging the company's AI tools, you will automate manual tasks, identify operational issues, and drive improvements within the revenue organization.
Responsibilities
- Own and improve day-to-day processes for leads, accounts, contacts, and opportunities within the revenue funnel.
- Maintain accurate attribution across various sales motions including inbound, outbound, PLG, partner, referral, and events.
- Manage and enhance lead, account, and opportunity routing, including territory rules, ownership logic, rules of engagement, and exception handling.
- Develop and maintain Salesforce components such as reports, dashboards, fields, flows, and validation rules.
- Support pipeline reviews and forecasting by improving opportunity data accuracy, stage progression, close dates, and next steps.
- Create reporting on funnel conversion, pipeline health, source performance, rep productivity, and operational SLAs.
- Investigate and resolve data quality issues across Salesforce, Snowflake, marketing systems, sales engagement tools, and product usage data.
- Utilize AI tools to automate research, enrichment, routing, pipeline inspection, quality assurance, documentation, and repetitive operational tasks.
- Partner with Sales Systems Engineering on integrations and technical projects, owning business requirements, testing, rollout, and adoption.
- Document processes, train users, and provide timely operational support to sales teams and leaders.
Requirements
- 3+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Systems, or a similar role at a high-growth B2B company.
- Hands-on experience with Salesforce, including reports, dashboards, data models, flows, validation rules, and process configuration.
- Strong SQL and analytical skills for data extraction, reconciliation, and actionable insights.
- Solid understanding of B2B sales processes, including attribution, routing, account ownership, opportunity stages, pipeline inspection, and forecasting.
- Excellent troubleshooting skills to identify operational problems across process, data, systems, and user behavior.
- Proven ability to lead operational projects from problem definition to rollout with minimal supervision.
- Clear communication, strong attention to detail, and a proactive approach to using AI for automation.