Revenue Operations - Associate

Key responsibilities

• Manage and maintain CRM data quality, lead routing, opportunity tracking, and sales pipeline hygiene.
• Build and maintain daily, weekly, and monthly revenue reports and dashboards.
• Analyze sales and marketing funnel performance and identify operational gaps.
• Support automation workflows across CRM, telephony, and other revenue tools.
• Monitor lead assignment, campaign attribution, and revenue tracking accuracy.
• Collaborate with Sales, Marketing, Customer Success, and Finance teams to improve operational efficiency.
• Assist in incentive tracking, target reporting, and performance analytics.
• Troubleshoot operational issues related to CRM, automations, and reporting systems.
• Maintain documentation for revenue processes, workflows, and SOPs.
• Leverage LLM/AI tools (ChatGPT, Claude, Gemini, or similar) for data analysis, workflow optimization, documentation, reporting assistance, and automation support.
• Identify opportunities to improve RevOps processes using AI-driven workflows and prompt-based automation.

Requirements

• 1–2 years of experience in Revenue Operations, Sales Operations, Business Operations, MIS, or a similar analytical role.
• Strong proficiency in Google Sheets or Microsoft Excel (pivot tables, lookup functions, dashboards, formulas).
• Experience with CRM platforms such as LeadSquared, Salesforce, HubSpot, Zoho CRM, or similar.
• Basic knowledge of SQL for data analysis and reporting.
• Familiarity with automation tools such as n8n, webhooks, APIs, or workflow automation platforms.
• Hands-on experience with LLM/AI tools (ChatGPT, Claude, Gemini or similar) for operational productivity and analysis.
• Strong analytical and problem-solving skills.
• Excellent attention to detail and data accuracy.
• Good communication and stakeholder management skills.
• Ability to manage multiple tasks in a fast-paced environment.

This associate role supports revenue operations through CRM data management, reporting, funnel analysis, and workflow improvement. It combines cross-functional coordination with the use of spreadsheets, CRM and automation tools, and AI assistants to improve operational accuracy and efficiency.

Role at a glance

Skills mentioned

What you will likely work on

• Maintain CRM data quality, lead routing, opportunity tracking, and pipeline hygiene.
• Create recurring revenue reports and dashboards, and analyze funnel performance for operational gaps.
• Support automation across CRM, telephony, and other revenue tools; troubleshoot related workflow and reporting issues.
• Check lead assignment, campaign attribution, and revenue tracking accuracy.
• Coordinate with Sales, Marketing, Customer Success, and Finance to improve operating efficiency.
• Support incentive tracking, target reporting, and performance analysis.
• Document revenue processes, workflows, and standard operating procedures.
• Use AI tools and prompt-based workflows for analysis, reporting, documentation, and process improvements.

Good fit signals

• Has 1–2 years of experience in revenue operations, sales operations, business operations, MIS, or a similar analytical role.
• Can build spreadsheet reports and dashboards using pivot tables, lookup functions, and formulas.
• Brings CRM experience and basic SQL knowledge for analysis and reporting.
• Pays close attention to data accuracy and can investigate operational issues methodically.
• Communicates well with stakeholders and can handle multiple tasks in a fast-paced environment.