Transfr - Revenue Operations Analyst
Requirements
• As the dedicated operations partner to our Sales and SDR teams, you will drive operational excellence across pipeline management, forecasting, Salesforce optimization, reporting, and revenue processes by helping optimize processes, improve data-driven decision-making, and support revenue growth initiatives. The role will also contribute to funding-related activities and new business acquisition efforts, making a direct impact on the company’s continued success. • This role is pivotal in creating visibility into pipeline health, improving forecast accuracy, optimizing sales processes, and enabling our revenue teams to focus on what they do best, building relationships and closing customers. • Location: This position is 100% Remote and can sit anywhere in the US. • The base salary range for this position is $100,000 - $115,000. Actual compensation may vary based on factors including experience, skills, education, location,and internal equity considerations. This role may also be eligible for bonus, company variable compensation and equity program. • 3-5 years in revenue operations, sales operations, or a related analytical role • Strong professional Salesforce skills, including report and dashboard creation and the ability to understand and edit backend configuration (workflows, validation rules, field visibility, page layouts) • Strong analytical and modeling skills, with comfort building models and visualizations in Excel or Google Sheets and drawing clear conclusions from data • Demonstrated project management skills with experience owning a roadmap and managing cross-functional initiatives from planning through execution. • Experience translating business/process challenges into scalable operational processes and system solutions. • Professional experience converting data into actionable insights and connecting them to the larger revenue story. • Ability to work independently, manage competing priorities, and thrive in a fast-paced environment. • Experience supporting high-growth SaaS, technology-enabled, or B2B sales organizations. • Familiarity with sales and SDR tooling (ie CRM-adjacent AI tools, conversation intelligence, or pipeline analytics platforms) • Experience supporting SDR organizations and outbound sales motions. • Familiarity with sales engagement, conversation intelligence, pipeline analytics, or revenue intelligence platforms. • Familiarity with education technology or workforce development
Responsibilities
• Serve as the embedded operations partner for the Sales and SDR teams supporting operational excellence, pipeline management, opportunity governance, and Salesforce execution. • Support and refine qualification frameworks and the key metrics each team is measured against, such as meeting set rate, qualification rate, and stage conversion • Drive pipeline hygiene, forecasting cadences, and qualification frameworks to improve visibility, predictability, and conversion performance. • Manage the roadmap of operational projects for Sales and SDRs through disciplined project management in partnership with the team • Run weekly pipeline hygiene reviews and monthly 90-day rolling forecast reviews with reps and managers • Develop, optimize and own Salesforce reporting, workflows, validation rules, and system processes that support new business acquisition. • Partner with Sales, SDR, Marketing, and Business Intelligence teams to develop reporting, outbound motions, and operational best practices. • Analyze funnel performance, closed-lost trends, and key revenue metrics to identify opportunities for growth and process improvement. • Build ad hoc analyses and models in Excel or Google Sheets to inform strategic decisions and operational enhancements. • Manage the Sales and SDR operations project roadmap, driving initiatives from concept through execution. • Manage Enablement resources and set up documentation to prepare for a to be hired Revenue Enablement Manager to ensure processes are documented, adopted, and continuously improved, while identifying opportunities to leverage AI and automation across the revenue organization.
Benefits
• Upload your resume here to autofill key application fields. • Drop your resume here! • Parsing your resume. Autofilling key fields... • or drag and drop here • Decline to self-identify • Hispanic or Latino - A person of Cuban, Mexican, Puerto Rican, South or Central American, or other Spanish culture or origin regardless of race. • Hispanic or Latino • White (Not Hispanic or Latino) - A person having origins in any of the original peoples of Europe, the Middle East, or North Africa. • White • Black or African American (Not Hispanic or Latino) - A person having origins in any of the black racial groups of Africa. • Black or African American • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) - A person having origins in any of the peoples of Hawaii, Guam, Samoa, or other Pacific Islands. • Native Hawaiian or Other Pacific Islander • Asian (Not Hispanic or Latino) - A person having origins in any of the original peoples of the Far East, Southeast Asia, or the Indian Subcontinent, including, for example, Cambodia, China, India, Japan, Korea, Malaysia, Pakistan, the Philippine Islands, Thailand, and Vietnam. • Asian • American Indian or Alaska Native (Not Hispanic or Latino) - A person having origins in any of the original peoples of North and South America (including Central America), and who maintain tribal affiliation or community attachment. • American Indian or Alaska Native • Two or More Races (Not Hispanic or Latino) - All persons who identify with more than one of the above five races. • Two or More Races • Hispanic or Latino • White (Not Hispanic or Latino) • Black or African American (Not Hispanic or Latino) • Native Hawaiian or Other Pacific Islander (Not Hispanic or Latino) • Asian (Not Hispanic or Latino) • American Indian or Alaska Native (Not Hispanic or Latino) • Two or More Races (Not Hispanic or Latino) • I identify as one or more of the classifications of protected veteran listed above • I am not a protected veteran
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