Revenue Operations Analyst II
WFA Digital Insight
The demand for skilled revenue operations professionals has surged, with a 25% growth in job postings over the past year. As companies like Affirm continue to expand their digital presence, the need for experts who can optimize processes and drive business growth has become increasingly important. With its innovative approach to credit, Affirm stands out in the industry, and this role offers a unique opportunity to work with a forward-thinking team. Before applying, candidates should be prepared to showcase their proficiency in tools like Salesforce and HubSpot, as well as their ability to drive data-driven decision making.
Job Description
About the Role
The Revenue Operations Analyst II role at Affirm is a critical position that supports the company's top-line growth by driving strategic partnerships, pricing, and go-to-market execution. As a key member of the Revenue Operations team, you will be responsible for designing and optimizing top of funnel merchant lifecycle processes, ensuring that leads, contacts, and accounts enter the revenue funnel in a predictable, clean, and scalable manner.The Revenue Operations team serves as the backbone of the Revenue organization at Affirm, following a data-driven approach that combines elements of strategy, systems, process, and analytics to align go-to-market motions across the organization. As a Revenue Operations Analyst II, you will be a key partner to the Marketing, Business Development, and early Sales teams, focused on making the top of the funnel predictable, clean, and scalable.
What You Will Do
- Design and optimize top of funnel merchant lifecycle processes, with an emphasis on 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
- Partner with Business Systems for implementation of lead routing logic and automation triggers
- 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 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
- Define 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 and Google Sheets, with 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
- Prior experience in data analysis, reporting, and funnel performance measurement
Nice to Have
- Experience with data visualization tools, such as Tableau or Power BI
- Familiarity with programming languages, such as Python or Java
- Certification in Salesforce or other relevant tools
- Experience working in a remote team environment
Benefits and Perks
- Competitive salary and equity package
- Comprehensive health, dental, and vision insurance
- Flexible PTO policy and remote work stipend
- Opportunities for professional growth and development
- Access to cutting-edge tools and technologies
- Collaborative and dynamic work environment
- Recognition and reward programs for outstanding performance
How to Stand Out
- Make sure to highlight your experience with revenue operations tools, such as Salesforce and HubSpot, in your resume and cover letter.
- Be prepared to provide specific examples of how you have optimized processes and driven business growth in previous roles.
- Familiarize yourself with Affirm's products and services, and be ready to discuss how you can contribute to the company's mission.
- Develop a strong understanding of data analysis and reporting, and be prepared to discuss your experience with funnel performance measurement.
- Practice your communication skills, as you will be working with cross-functional teams and stakeholders.
- Be prepared to discuss your experience working in a fast-paced environment and managing multiple priorities.
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