Revenue Operations Analyst

ScreencastifyChicago, IL
Hybrid

About The Position

Castify (Creators of Screencastify) is a leading technology company dedicated to improving communication and learning outcomes with video. We have established ourselves as a leader in the K-12 education sector in the United States and we are critical in helping scale a teacher and improve student outcomes. We are also actively expanding into new and exciting markets outside of K-12 including bringing our tested solution into companies and organizations. Castify is used by over 15M people today and is seeking a Revenue Operations Analyst to join our Squad! As the Revenue Operations Analyst, you’ll own our Salesforce instance and the overall health of our GTM reporting systems. This is a foundational role for someone who loves clean data, wants deep ownership over a CRM, and is energized by making sure leaders can trust the numbers they're looking at every day. You'll sit at the center of our go-to-market engine — partnering closely with Sales, Marketing, Customer Success, and Product leadership to keep Salesforce running smoothly, reporting accurately, and our data pipelines (including BigQuery) clean and reliable.

Requirements

  • 1-3 years of experience in Salesforce administration, revenue operations, sales operations, or a related analytical role.
  • Hold a Salesforce Admin certification (preferred) or demonstrate clear working proficiency with Salesforce configuration.
  • Demonstrate strong SQL skills; experience with BigQuery a plus.
  • Can work in spreadsheets/Excel at an advanced level (formulas, pivot tables, data cleaning).
  • High attention to detail — you notice when a number looks off and you dig until you know why.
  • Possess strong written communication skills; comfortable explaining technical/data issues to non-technical stakeholders.
  • Have a self-starter mentality — this role has real ownership and room to grow into a more senior RevOps position.

Nice To Haves

  • Experience in a SaaS or edtech environment.
  • Familiar with marketing automation platforms.
  • Exposure to forecasting or pipeline management processes.

Responsibilities

  • Salesforce Administration: Serve as the primary admin for our Salesforce org — user management, permissions, workflows, validation rules, page layouts, and third-party integrations.
  • Reporting & Dashboards: Build, maintain, and troubleshoot reports and dashboards used by Sales, CS, Product, Finance, and executive leadership; ensure metrics are consistent and defensible across teams.
  • Partnership: Work with Marketing & Product teams to align Salesforce and usage/product data (e.g., feature adoption, account health signals) so GTM teams have a complete view of the customer, and to support product-led growth or expansion motions with reliable data.
  • Data Hygiene: Own ongoing data quality efforts — deduping, standardizing fields, auditing for stale or inflated figures, and building processes to prevent drift over time.
  • Systems Health: Monitor integrations between Salesforce and adjacent tools (marketing automation, BigQuery, Chargebee, CS platforms) to catch sync issues before they become reporting problems.
  • Process Documentation: Maintain clear documentation of Salesforce configuration, field definitions, and reporting logic so institutional knowledge doesn't live in one person's head.
  • Ad Hoc Analysis: Support Sales and CS leadership with pipeline, forecasting, and account-health analysis as needed.

Benefits

  • Competitive Compensation.
  • 401(k) match
  • Annual Performance Bonus Opportunity
  • Flexible Time Off (FTO) Policy.
  • Generous paid time off for parents to bond with the newest addition to their family!
  • Medical, Dental, & Vision Insurance.
  • Free One Medical membership.
  • Annual Divvy membership
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