Revenue Operations Analyst

Transfr • New York, NY

1d • Remote

About The Position

We are seeking a Revenue Operations Analyst to join our team at Transfr! This is a unique opportunity to be part of a fast-growing team and have a direct impact on the performance, predictability, and scalability of our Sales and SDR organizations as the dedicated operations partner to our Sales (AE) and SDR teams, and additional support for our funding and new-business acquisition The ideal candidate is a highly analytical and systems-minded problem solver who thrives at the intersection of process, technology, and data. They are equally comfortable building an ad hoc model, managing cross-functional projects, and configuring Salesforce to support scalable revenue growth. They have a passion for operational excellence and understand that clean data and efficient processes are foundational to high-performing revenue teams. 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.

Requirements

• 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.
• Must be authorized to work in the United States without restriction

Nice To Haves

• 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

• Medical, dental, and vision insurance
• Annual professional development budget for each employee
• 401(k) savings plan
• Life, AD&D, and disability insurance coverage
• Company-provided laptop and other necessary equipment
• Paid time off (PTO) to support work-life balance
• Paid company holidays
• Company-paid parental leave
• Flexible work arrangements in a remote-first environment with employees across the U.S.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed