Revenue Operations Analyst (CX)
Core
Drive operational excellence across customer experience, retention, and lifecycle workflows by managing CRM systems, building reporting dashboards, and translating data into actionable insights for proactive retention strategies.
Role type
GTM Operations Analyst (CX)
Builds
Scalable customer-facing processes, operational dashboards, and data-driven retention strategies
Domain
B2B SaaS / Customer Success / Revenue Operations
Deliverable
dashboards & analysis
Required skills
CRM administration, BI dashboarding, churn analytics, process mapping, stakeholder collaboration, data integrity management
Preferred skills
SQL, Python, workflow automation, data governance
Technologies
HubSpot, Salesforce, Vitally, Gainsight, Looker, Power BI, Tableau, Freshworks, SQL, Python, Zapier, Make
Responsibilities
Design and maintain operational dashboards to track customer health and lifecycle metrics; Manage CRM systems including field configuration and data mapping; Analyze usage patterns to identify at-risk accounts; Map and optimize post-sales and CX workflows; Partner with CX leadership and GTM teams on platform audits and automations
Seniority
Mid-level, hands-on IC