RevOps Analyst

Casebook PBC

98d • $70,000 - $90,000

About The Position

A team member at Casebook PBC plays a key role in advancing our mission to build technology to accelerate the end of poverty. They are dedicated to Casebook's vision: building and promoting the human services global operating system to accelerate the end of poverty. This individual exemplifies the Casebook values and works collaboratively to achieve the organization's goals. We are seeking a Data Analyst with strong experience in HubSpot and exposure to Customer Success Platforms (such as ChurnZero) to join our team. This role will be responsible for analyzing, interpreting, and visualizing data across Marketing, Sales, Customer Success, Support, and Product. You will ensure that our teams have actionable insights to make informed decisions and will play a pivotal role in driving process improvements and customer-centric growth strategies.

Requirements

• 3+ years of experience as a Data Analyst or RevOps Analyst, preferably in SaaS or technology.
• Bachelor’s degree in Business, Economics, Data Science, Statistics, or related field (or equivalent experience).
• Ability to work ET or CT hours.
• Hands-on experience with HubSpot reporting, dashboards, and lifecycle analytics.
• Familiarity with Customer Success Platforms such as ChurnZero.
• Strong analytical skills with proficiency in SQL, Excel/Google Sheets, and data visualization tools.
• Experience working cross-functionally with Marketing, Sales, Customer Success, Support, and Product teams.
• Ability to translate complex data into clear, actionable insights.

Nice To Haves

• Naturally curious and detail-oriented.
• Strong communicator/presenter who can 'tell the story' behind the data.
• Comfortable balancing day-to-day reporting needs with long-term strategic projects.
• Self-motivated and interested in learning.

Responsibilities

• Build, maintain, and optimize dashboards and reports across HubSpot and related systems.
• Analyze data spanning the full customer lifecycle: marketing engagement, sales pipeline, onboarding, adoption, renewals, and product usage.
• Translate raw data into actionable insights for executives, department leads, and frontline teams.
• Partner with Marketing to assess campaign effectiveness and lead funnel performance.
• Support Sales Development and Sales with pipeline analytics, conversion metrics, and forecasting.
• Collaborate with Customer Success to track adoption, retention, churn risk, and expansion opportunities.
• Collaborate with Product to evaluate feature adoption, customer usage patterns, and feedback data, informing the roadmap.
• Ensure data accuracy, consistency, and completeness across HubSpot, ChurnZero, and other systems.
• Recommend process improvements based on data findings to enhance operational efficiency.
• Contribute to data governance frameworks and help enforce standards for new fields, integrations, and reporting practices.
• Identify leading and lagging indicators of customer health and company performance.
• Deliver insights that influence GTM strategy, customer experience initiatives, and product development.
• Present findings to leadership in a clear, concise, and actionable way.

Benefits

• Competitive salary and benefits.
• Opportunities for professional growth and development.
• Collaborative and supportive team environment.
• The chance to make a real difference by supporting those who help others.
• Employer funded health insurance for you and a spouse.
• 401k.
• Three weeks vacation time.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees