What are the responsibilities and job description for the Revenue Operations Analyst position at Evlo AI?
About The Role
The role sits at the intersection of data, systems, and go-to-market execution: maintaining the CRM architecture, pipelines, and dashboards that sales, marketing, and finance leadership rely on to run the business.
You will own revenue reporting, troubleshoot data integrity issues across systems like Salesforce and HubSpot, and partner with stakeholders to turn operational friction into automated, measurable workflows.
Key Responsibilities
The role sits at the intersection of data, systems, and go-to-market execution: maintaining the CRM architecture, pipelines, and dashboards that sales, marketing, and finance leadership rely on to run the business.
You will own revenue reporting, troubleshoot data integrity issues across systems like Salesforce and HubSpot, and partner with stakeholders to turn operational friction into automated, measurable workflows.
Key Responsibilities
- Build and maintain revenue dashboards and pipeline reporting in Looker, Tableau, or Power BI, ensuring leadership has accurate forecast and attainment data
- Administer and optimize Salesforce: manage objects, validation rules, flows, and user permissions to keep the CRM a reliable source of truth
- Partner with sales and finance on territory planning, quota modeling, and commission calculations; audit outputs for accuracy
- Identify and resolve data quality issues across the GTM stack (Salesforce, HubSpot, Outreach, Gong), documenting root causes and permanent fixes
- Scope and implement process automations using tools like Salesforce Flow, Zapier, or SQL-based workflows to reduce manual ops work
- Evaluate and onboard new revenue tooling; manage integrations and monitor system health post-launch
- 3-6 years in revenue operations, business analysis, or a comparable analytics-heavy role, ideally in B2B SaaS
- Hands-on Salesforce administration experience (objects, flows, reports) and comfort querying data with SQL
- Proficiency building dashboards and analyses in BI tools (Tableau, Looker, or Power BI) and advanced Excel or Sheets modeling
- Demonstrated ability to translate ambiguous business questions into defined metrics, models, and deliverables
- Clear communication skills — able to present findings and drive decisions with sales, finance, and product stakeholders
- Bachelor's degree in a quantitative field, business, or equivalent practical experience
- Bonus: experience with revenue intelligence or enablement tools (Gong, Clari), Python for data analysis, or CPQ implementation