Revenue Operations Analyst

Acrisure • San Diego, CA

4d • $85,000 - $105,000 • Onsite

About The Position

Acrisure is seeking a dedicated operations specialist interested in sales process and enablement. The Revenue Operations Analyst will work with a team of specialists to guide and grow the sales organization by leveraging technology and sales training techniques. The role requires experience with CRM software, project management tools, and Excel.

The position includes an on-site presence to support collaboration, team leadership, and cross-functional partnership, as well as travel to sales conferences and corporate events for CRM and process support.

Requirements

• Strong critical-thinking skills.
• Travel to and support corporate events at least once a month.
• Experience with CRM or similar systems.
• An analytical, data-driven mindset.
• Strong communication skills and a collaborative, team-oriented approach.
• At least 3 years of experience in a relevant role.
• Bachelor’s degree.
• Experience in project management.

Nice To Haves

• Customer service experience.
• Salesforce and HubSpot experience.

Responsibilities

• Perform regular data integrity checks on the CRM.
• Work with CRM users to resolve issues, answer questions, and gather feedback.
• Conduct training on CRM tools.
• Optimize and refine CRM structure based on business needs.
• Build and test workflow automation and integrations.
• Travel to sales conferences to provide on-site CRM and process support.
• Perform data imports and exports when necessary.
• Oversee reporting configurations.
• Collaborate with other Acrisure teams on technical projects.

Benefits

• Comprehensive medical insurance.
• Dental insurance.
• Vision insurance.
• Life and disability insurance.
• Fertility benefits.
• Wellness resources.
• Paid sick time.
• Paid time off and holidays.
• Employee Assistance Program (EAP).
• Complimentary Calm app subscription.
• Immediate vesting in a 401(k) plan.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
• Commuter benefits.
• Employee discount programs.
• Paid maternity leave.
• Paid paternity leave, including for adoptive parents.
• Legal plan options.
• Pet insurance coverage.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level