Revenue Operations Analyst II
WFA Digital Insight
The demand for skilled revenue operations specialists has surged, with a 25% increase in job postings over the past year. As companies like Affirm continue to grow, they require talented professionals to drive top-line growth through strategic partnerships and go-to-market execution. With the rise of remote work, professionals with expertise in GTM, HubSpot, and Salesforce are in high demand. Affirm stands out for its commitment to reinventing credit, making it an attractive destination for those passionate about fintech and digital innovation. Before applying, candidates should be aware of the importance of data-driven decision-making and the need for strong stakeholder management skills in this role.
Job Description
About the Role
As a Revenue Operations Analyst II at Affirm, you will play a crucial role in driving the company's top-line growth through strategic partnerships, pricing, and go-to-market execution. You will be part of the Revenue Operations team, serving as the backbone of the Revenue organization, and will work closely with the Marketing, Business Development, and early Sales teams. The ideal candidate will have a data-driven approach, combining elements of strategy, systems, process, and analytics to align go-to-market motions across the organization.The Revenue team at Affirm is responsible for acquiring, retaining, and expanding merchant relationships across eCommerce, in-store, telesales, and the Affirm app. They lead onboarding, relationship management, and performance optimization to help partners succeed. As a Revenue Operations Analyst II, you will be focused on making the top of the funnel predictable, clean, and scalable, designing and optimizing processes, automation, and tooling that govern how leads, contacts, and accounts enter the revenue funnel.
What You Will Do
- Design and optimize top of funnel merchant lifecycle processes from Marketing touch through Contact creation, Account readiness, and Discovery handoff, emphasizing automation, data quality, and clear documentation.
- Own and define lead routing logic, automation triggers, and lifecycle dependencies that govern how leads and accounts move through the top of funnel, partnering with Business Systems for implementation.
- Own cross-functional initiatives end to end, managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others.
- Support attribution tracking and funnel conversion analysis for Marketing, BDA, and early funnel performance to surface actionable insights.
- Own workflow automations, such as Slack notifications, cross-tool workflows, and process triggers, that improve speed-to-lead and reduce manual work.
- Collaborate with the Business Systems team to improve Salesforce and adjacent GTM tooling for lead and account management efficiency, defining processes to ensure data integrity at funnel entry.
- Partner with Revenue Enablement to train and support revenue teams on top of funnel processes and tooling changes.
What We Are Looking For
- BA/BS or equivalent 4-year degree required.
- 2+ years of revenue operations, sales operations, or marketing operations experience.
- Proficiency in Salesforce, with experience as an administrator being a plus.
- Familiarity with marketing automation platforms, such as Pardot or HubSpot.
- Mastery of Excel / Google Sheets and a solid understanding of business intelligence tools.
- Experience with lead lifecycle management, lead routing tools, data enrichment tools, or lead scoring and attribution frameworks is preferred.
- Proven ability to manage and maintain relationships with key stakeholders in a fast-paced environment, ensuring alignment and engagement throughout projects.
- Prior experience in data analysis, reporting, and funnel performance measurement.
Nice to Have
- Experience with data visualization tools, such as Tableau or Power BI.
- Knowledge of SQL and database management.
- Certification in Salesforce Administration or similar.
- Experience working in the fintech or digital payments industry.
Benefits and Perks
- Competitive salary and benefits package.
- Opportunity to work with a rapidly growing company that is reinventing credit.
- Collaborative and dynamic work environment.
- Professional development opportunities, including training and conference sponsorships.
- Flexible work arrangements, including remote work options.
- Access to the latest tools and technologies, including Salesforce and HubSpot.
- Comprehensive health insurance and wellness programs.
How to Stand Out
- Ensure you have a strong foundation in Salesforce, HubSpot, and Excel, as these tools are crucial to the role.
- Develop a portfolio that showcases your experience with data analysis, process optimization, and stakeholder management.
- Be prepared to discuss your approach to data-driven decision-making and how you have applied it in previous roles.
- Highlight any experience you have with lead lifecycle management, lead routing, and attribution tracking.
- Research Affirm's products and services to understand how the Revenue Operations team contributes to the company's mission and goals.
- Prepare to discuss your experience working in cross-functional teams and managing stakeholders in a fast-paced environment.
- Consider highlighting any certifications or training you have completed in revenue operations, sales operations, or marketing operations.
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