Revenue Operations Analyst

Trellix

1d

About The Position

We are seeking a data-driven and strategically minded Renewals Operations Analyst to join our Revenue Operations team. In this role, you will be the backbone of our retention strategy, responsible for optimizing the end-to-end renewal process. You will bridge the gap between Sales, Customer Success, and Finance to ensure high retention rates, accurate forecasting, and a seamless customer experience. The ideal candidate thrives on turning complex datasets into actionable insights and is passionate about building scalable processes that drive recurring revenue growth.

Requirements

• Experience: 2-4 years of experience in Sales Ops, RevOps, or Renewals Ops, preferably within a B2B SaaS environment.
• Technical Proficiency: Salesforce (reporting/dashboards/flow logic), GoogleSheets (pivot tables, formulas, modeling, CSM tools, and a familiarity with SQL or BI tools such as Looker or Tableau.
• Analytical Mindset: Ability to translate "messy" data into clear narratives and strategic business cases.
• Communication: Strong ability to explain complex operational processes to non-technical stakeholders.

Responsibilities

• Process Optimization: Design, implement, and manage the global renewals workflow within the CRM (Salesforce). Identify bottlenecks and automate manual tasks to improve team efficiency.
• Forecasting & Reporting: Maintain the "source of truth" for renewal data. Build and manage dashboards to track renewal metrics.
• Strategic Analysis: Analyze historical churn data to identify "at-risk" patterns. Provide executive leadership with actionable recommendations to mitigate churn and capitalize on upsell opportunities.
• Cross-Functional Collaboration: Partner with Finance on revenue recognition and bookings and comp inquiries.
• Data Integrity: Lead regular audits of renewal opportunities and customer contracts to ensure data accuracy for commissions and financial reporting.
• Tool Management: Serve as a power user for renewals reporting platforms, ensuring integrations between systems are functional and optimized.
• On-Time Renewal Rate: Increasing the percentage of contracts closed before the expiration date.
• Forecast Accuracy: Reducing the variance between projected and actual renewal revenue.
• Process Adoption: Ensuring 100% compliance with the defined renewal stages within the CRM.

Benefits

• We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.
• Retirement Plans
• Medical, Dental and Vision Coverage
• Paid Time Off
• Paid Parental Leave
• Support for Community Involvement

What This Job Offers

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