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Revenue Operations Analyst
full-time•Clearwater
About this role
Job Title: Revenue Operations Analyst (RevOps Analyst)
Department: Revenue Operations (RevOps)
Reports To: Director of RevOps
FLSA Status: Exempt
Job Type: Full-Time
Location: Hybrid (Tampa, FL Area) or Remote (U.S.)
Position Overview
onPhase is seeking a detail-oriented RevOps Analyst to support our Go-To-Market (GTM) teams and Revenue Operations function. This role is ideal for an early-career professional with foundational Salesforce administration experience, strong analytical skills, and a desire to grow within a fast-paced FinTech SaaS environment.
The RevOps Analyst will report directly to the Director of Revenue Operations and play a key role in maintaining CRM data integrity, delivering actionable insights, and supporting operational excellence across Sales, Marketing, and Customer Success.
Key Responsibilities
- Provide day-to-day support for Salesforce CRM, including basic administration, user support, data hygiene, reports, and dashboards
- Build,maintain, and enhance Salesforce reports and dashboards to support pipeline management, performance tracking, and forecasting
- Assistwith data analysis and visualization to support GTM planning, territory analysis, and leadership reporting
- Ensure accuracy and consistency of data across Salesforce and integrated systems
- Respond to operational and reporting requests from Sales, Marketing, and Customer Success teams
- Support documentation of GTM processes, reporting definitions, and operational best practices
- Assistwith ad hoc analysis and special projects led by Revenue Operations
Qualifications & Requirements
- 1–2 years of experience in a SaaS environment
- Hands-on experience with Salesforce CRM, including basic administrative functionality
- Strong analytical skills with experience working with datasets, reports, and dashboards
- Proficiencyin Microsoft Office, with advanced capability in Excel (e.g., formulas, pivot tables)
- Strong attention to detail and commitment to data accuracy
- Ability to manage multiple priorities and collaborate effectively with cross-functional teams
Preferred Qualifications
- Salesforce Administrator Certification or progress toward certification
- Experience with data visualization or BI tools (e.g., Tableau, Power BI, Looker)
- Exposure to revenue and sales performance metrics (e.g., pipeline, ARR, conversion rates)
- Familiarity with Go-To-Market processes and SaaS revenue models
- Experience with SaaS Tools such as Gong, Chili Piper,ZoomInfo,Linkedin Sales Navigator
Why Join onPhase?
- Direct mentorship and exposure to senior Revenue Operations leadership
- Opportunity to develop Salesforce, analytics, and GTM operationalexpertise
- Collaborative, growth-oriented SaaS environment
- Career progression within Revenue Operations
What you'll do
- The RevOps Analyst will support the Go-To-Market teams and maintain CRM data integrity while delivering actionable insights. They will assist with Salesforce administration, data analysis, and operational excellence across Sales, Marketing, and Customer Success.
About DocuPhase LLC
onPhase, formerly DocuPhase, is your all-in-one solution for simplifying financial operations. We combine AP Automation, Payments, Document Management, Online Forms, and Workflow Automation so your team can ditch paperwork and reclaim time to focus on what matters most.
Ready to join DocuPhase LLC?
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Frequently Asked Questions
What does a Revenue Operations Analyst do at DocuPhase LLC?
As a Revenue Operations Analyst at DocuPhase LLC, you will: the RevOps Analyst will support the Go-To-Market teams and maintain CRM data integrity while delivering actionable insights. They will assist with Salesforce administration, data analysis, and operational excellence across Sales, Marketing, and Customer Success..
Is the Revenue Operations Analyst position at DocuPhase LLC remote?
The Revenue Operations Analyst position at DocuPhase LLC is based in Clearwater, Florida, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Revenue Operations Analyst position at DocuPhase LLC?
You can apply for the Revenue Operations Analyst position at DocuPhase LLCdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.