Job description
Hi, I’m Alex and I’m the Director of Revenue Operations.
I’m looking for a Contract Revenue Operations Analyst to join my team! This person will play a critical role in supporting and optimizing the operational foundation of the revenue organization. This role is focused on improving process efficiency, maintaining clean documentation, managing cross-functional projects, and ensuring accurate lead routing and data flow across systems. The ideal candidate will have strong analytical thinking, a process-driven mindset, and a passion for driving operational clarity across sales, marketing, and customer success teams.
Length of contract: 6 months with potential to extend.
Some Things You’ll Do:
- Map, document, and continuously improve key revenue processes across the sales funnel, identifying bottlenecks and areas for optimization.
- Own and maintain process documentation to ensure internal alignment, transparency, and consistency across global teams.
- Partner with stakeholders in Sales, Marketing, Customer Success, and Systems to scope and implement operational improvements.
- Manage and coordinate cross-functional projects that impact revenue teams, ensuring timely execution, stakeholder communication, and clear project tracking.
- Support and improve lead/account routing logic and workflows to ensure speed-to-lead and alignment with go-to-market strategy.
- Help with territory planning and account ownership within the CRM, ensuring accurate assignments and clean data.
- Conduct process audits and identify opportunities for automation and scalability within core GTM workflows.
- Collaborate with RevOps leadership to align operational efforts with broader revenue goals and initiatives.
- Assist in the creation of SOPs, training materials, and enablement documentation to support new processes or tool rollouts.
- Monitor system usage, data accuracy, and process adherence to ensure compliance and effectiveness.
- Work with systems administrators to implement updates and workflows that reflect evolving business needs.
- May be required to support the team with Deals Desk responsibilities and processes.
Skills and Qualifications:
- Strong understanding of GTM processes, including lead management, sales stages, and routing logic
- Proficiency in CRM platforms (e.g., Salesforce) and project management tools (e.g., Notion, Linear)
- Excellent documentation skills with high attention to detail and clarity
- Strong analytical and problem-solving skills; able to interpret data and process flows effectively
- Excellent collaboration and communication skills with the ability to work cross-functionally
- Experience with process mapping tools (e.g., Miro) is a plus
- Comfortable with change management and stakeholder coordination
- Experience as a Salesforce system administrator with Lightning UX (or equivalent experience)
- Preferably has hands-on experience with tools such as marketing automation software, PlanHat, LinkedSquares, RevenueHero, Gong, or similar platforms
- Possesses an ownership mindset and proactively researches, plans, and executes projects from start to finish
- Highly collaborative and people-oriented; makes strategic decisions with empathy and thoughtfulness
- Ability to meet deadlines and adapt quickly in a fast-paced environment
- Results-driven with the ability to break down complex problems into actionable goals and aligned initiatives
- Available to collaborate with team members in US EST/CST time zones for at least 4 hours per day
Experience Level & Leadership:
- Requires 2–4 years of experience in Revenue Operations, Sales Operations, or a similar analytical/process-driven role.
- Operates as a key contributor within the RevOps team, collaborating with senior leadership and cross-functional partners.
- While not a people manager, this role may lead projects or initiatives and influence process decisions across teams.
Customer.io recognizes the stifling impact of systemic injustice on diverse communities. We commit to using our influence to increase inclusion and equity within the tech industry. We strive to build an inclusive team culture, implement bias-free hiring practices, and develop community partnerships to expand our global impact.
About Customer.io
Our mission at Customer.io is to power automated communication that people like to receive. Today over 7,500 internet businesses use Customer.io to manage, send, and track the performance of emails, SMS, push notifications, and in-app messages. Unlike typical marketing platforms, Customer.io helps businesses increase relevance by using behavioral data: what people do or don’t do when logged in to a web or mobile app.
We are offering a starting hourly rate of $23 (or equivalent in local currency) depending on experience and subject to market rate adjustment.
Join us!
Check out our careers page for more information about why you should come work with us! We are passionate about our core values of Empathy, Transparency, Responsibility, and Awkwardness and are looking for new coworkers to share and build that passion!
How to apply
Apply at the link below and tell us why you’re interested in the position! We plan to respond to all applicants with a status update about your application.
At Customer.io, we prioritize authentic interest and applications in our hiring process. To ensure fairness and integrity, the use of AI or automation during interviews or assessments is prohibited. Candidates who do not adhere to this will be removed from consideration.
Zoom is the only video conference platform that we use, virtual interviews will be conducted using the video capability (i.e., not via the chat), and offers will be extended in writing on official Customer.io letterhead. Please be vigilant in all of your job search activity, and if you have any questions please contact [email protected].
