Revenue Operations Analyst

September 18

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Riverside Insights

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Assessment • Education • K-12 • Clinical and Special Needs • Psychology

201 - 500

Description

• Optimize and manage CRM tools (HubSpot, Dealhub, etc.) to improve Sales, Service and Marketing efficiency for 4 Business Unit’s within Riverside. • Perform monthly data audits with Vendors and automate validation processes. • Streamline CRM workflows by automating key sales and marketing tasks. • Collaborate with vendors and internal teams to maintain and enhance CRM tools. • Develop custom HubSpot dashboards to track KPIs for sales, marketing, and customer success across 4 business units within Riverside. • Conduct pipeline analysis and manage quoting automation to support sales and enablement teams. • Improve forecasting and cross-functional alignment through monthly process reviews with stakeholders. • Collaborate with enablement team to build and deliver training for Sales, Customer Success and Marketing teams. • Provide daily support for CRM systems, resolving ticket requests and reducing future issues through training and documentation. • Conduct regular training sessions to enhance CRM usage and reduce support requests. • Identify, scope and execute projects which you feel will help Riverside grow.

Requirements

• Bachelor's degree in business, Finance, Data Analytics, or a related field. • 2-4 years of experience in revenue operations, sales operations, or a similar role, preferably in a SaaS environment. • Strong proficiency with HubSpot CRM, including workflow automation, reporting, and data management. • Deal Hub experience is a plus. • Advanced Excel skills; experience with BI tools (e.g., Tableau, Power BI) is a plus. • Exceptional analytical and problem-solving skills with a data-driven mindset. • Excellent communication and collaboration skills with the ability to work cross-functionally. • Strong project management skills with the ability to manage multiple priorities simultaneously. • High attention to detail and commitment to accuracy and quality.

Benefits

• Medical, Dental, and Vision plans • Company paid basic life and AD&D insurance • Company paid short-term and long-term disability • Supplemental life insurance options • Company paid Employee Assistance Program (EAP) • Retirement plan with discretionary company matching • Flexible Spending Account (FSA) and Health Savings Account (HSA) options • Premium subscription to Calm for employee and dependents • Company paid time off (PTO) • 13 named holidays, 2 floating holidays, and 4 early-release half days • Flexible work arrangements • Work-from-home expense reimbursement • Tuition Reimbursement Program • Company orientation and 30/60/90 Day Onboarding