高级收入运营分析师
Sr. Revenue Operations Analyst
关于Osano:
Osano是一家创新的B型公司,其核心理念是:隐私是一项基本权利。从创立之初,我们一直致力于帮助现代企业快速创新、保持竞争力,并通过尊重数据隐私和遵守同意指南来赢得客户的信任。我们的产品帮助组织在不断变化的监管和技术环境中自信地运营。
关于该职位:
我们正在寻找一名**高级营收运营分析师**,以帮助扩大和优化我们的市场进入引擎。向营收运营总监汇报,你将作为销售、市场、客户成功、财务和高管团队的战略合作伙伴,负责推动营收增长的系统、数据和运营流程。
在这个职位上,你将主导CRM策略和管理,设计可扩展的自动化方案,推动客户生命周期中的数据完整性,并提供影响业务决策的可操作见解。你将识别提高效率的机会,实施最佳实践,并帮助随着业务增长而演进我们的营收运营职能。
这是一个需要亲力亲为、影响力大的职位,适合喜欢解决复杂运营挑战、处理数据并设计可扩展系统以支持高绩效营收团队的人。
### 职责:
#### **营收系统与架构**
- 负责HubSpot CRM的战略管理与优化,包括数据架构、自定义对象、工作流、权限、生命周期管理和治理。
- 作为整个客户生命周期中CRM数据质量和完整性的主要负责人,确保准确的预测、归因、管道报告和高管级分析。
- 主导市场进入技术栈的管理与优化,确保可靠的集成、系统性能、文档和长期可扩展性。
- 设计并维护复杂的线索路由、区域管理、账户分配和细分逻辑,以适应不断变化的业务需求。
- 评估、推荐并实施能提高运营效率并支持公司增长的新工具和技术。
#### **报告与分析**
- 在HubSpot、Google Sheets和其他BI工具中构建和维护高管仪表板和报告,提供对管道健康状况、预测准确性、漏斗表现、客户留存率和收入的可操作洞察。
查看英文原文
About Osano:
Osano is an innovative B-Corporation built around a simple belief: privacy is a fundamental right. Since day one, we’ve been focused on giving modern enterprises the ability to innovate quickly, stay competitive, and earn customer trust by respecting data privacy and complying with consent guidelines. Our products help organizations operate confidently in a rapidly evolving regulatory and technological landscape.
About the Role:
We're looking for a **Senior Revenue Operations Analyst** to help scale and optimize our go-to-market engine. Reporting to the Head of Revenue Operations, you'll serve as a strategic partner to Sales, Marketing, Customer Success, Finance, and executive leadership, owning the systems, data, and operational processes that power revenue growth.
In this role, you'll lead CRM strategy and administration, architect scalable automation, drive data integrity across the customer lifecycle, and deliver actionable insights that influence business decisions. You'll identify opportunities to improve efficiency, implement best practices, and help evolve our revenue operations function as the business grows.
This is a hands-on, high-impact role for someone who enjoys solving complex operational challenges, working with data, and designing scalable systems that enable high-performing revenue teams.
### Responsibilities:
#### **Revenue Systems & Architecture**
- Own the strategic administration and optimization of HubSpot CRM, including data architecture, custom objects, workflows, permissions, lifecycle management, and governance.
- Serve as the primary owner of CRM data quality and integrity across the entire customer lifecycle, ensuring accurate forecasting, attribution, pipeline reporting, and executive-level analytics.
- Lead the administration and optimization of the GTM technology stack, ensuring reliable integrations, system performance, documentation, and long-term scalability.
- Design and maintain sophisticated lead routing, territory management, account assignment, and segmentation logic that aligns with evolving business needs.
- Evaluate, recommend, and implement new tools and technologies that improve operational efficiency and support company growth.
#### **Reporting & Analytics**
- Build and maintain executive dashboards and reporting in HubSpot, Google Sheets, and other BI tools that provide actionable visibility into pipeline health, forecast accuracy, funnel performance, customer retention, and revenue trends.
- Own the accuracy and delivery of recurring Revenue Operations reporting, including forecasting, board reporting, quarterly business reviews, and executive scorecards.
- Analyze operational and revenue data to identify trends, uncover opportunities, and provide strategic recommendations that improve GTM performance.
- Develop scalable reporting frameworks and KPI definitions to ensure consistency across the organization.
#### **Process Optimization & Revenue Operations**
- Design, implement, and continuously improve scalable end-to-end revenue processes across Marketing, Sales, Customer Success, and Finance.
- Lead automation initiatives that eliminate manual work, improve data quality, and increase operational efficiency across the revenue organization.
- Partner closely with Sales, Finance, and Customer Success to optimize quote-to-cash, renewals, expansion, and deal desk processes.
- Establish operational best practices, documentation standards, governance policies, and change management processes for GTM systems.
- Translate business requirements into technical solutions while serving as a trusted advisor to cross-functional stakeholders.
### About You:
You have **5+ years of experience** in Revenue Operations, Sales Operations, Marketing Operations, or a similar role supporting high-growth SaaS organizations. You combine strong technical expertise with strategic thinking and are comfortable owning complex systems while influencing cross-functional initiatives. You thrive in fast-paced environments, communicate effectively with stakeholders at every level, and are passionate about building scalable operational foundations that drive measurable business outcomes.
Must-Haves:
- 5+ years of experience administering HubSpot CRM in a Revenue Operations or Sales Operations environment.
- Deep expertise building and optimizing HubSpot automation, including workflows, Operations Hub, custom code workflow actions, webhooks, and lifecycle management.
- Strong experience managing and administering CPQ platforms, preferably DealHub, including complex pricing models, subscription management, and consumption-based pricing.
- Advanced understanding of recurring revenue metrics, including ARR, MRR, net revenue retention (NRR), gross revenue retention (GRR), churn, expansion, and forecasting methodologies.
- Advanced Google Sheets and/or Excel skills, including complex formulas, pivot tables, query functions, dashboards, and financial modeling.
- Experience administering and maintaining low-code integrations using platforms such as Zapier, Make, or similar integration tools.
- Proven experience improving CRM data quality, implementing governance frameworks, and designing scalable operational processes.
- Demonstrated ability to independently lead cross-functional projects from discovery through implementation.
Nice-to-Haves:
- Administration experience with Vitally, Stripe, RevenueHero, Chili Piper, or similar GTM technologies.
- Experience designing, building, and troubleshooting integrations across the GTM technology ecosystem.
- Working knowledge of HubSpot APIs, REST APIs, and integration architecture.
- Experience in governance, risk, compliance (GRC), legal technology, privacy, or cybersecurity industries.
- Experience troubleshooting or developing scripts using Python or Node.js.
- Experience with SQL, business intelligence tools, or modern data warehouses.
- Experience supporting executive reporting, board metrics, or strategic planning initiatives.
Why Us:
- We're a welcoming team that's dependable, curious, moves fast, and full of talented people
- We're a B-corporation with a mission that matters, in a high-growth space with significant potential
- You'll have access to our training program, well-defined career paths, and a leadership team that values professional development
Benefits:
- Competitive-pay compensation and ownership interest/equity
- Unlimited paid time off, plus a requirement to take at least two weeks off per year
- We're a Best Place for Working Parents and offer paid parental leave for all new parents
- Osano sponsors individual premiums on base plans at 100% and dependent premiums at 50% for Medical, Dental, and Vision insurance via Aetna
- A fully and permanently remote company so you can work from anywhere in the U.S.
- Receive a MacBook and $600 to craft your home workspace
- Annual company trip designed to foster connection, creativity, and fun
- Mental health benefits with free memberships to mindfulness and talk therapy services
#### **A Bit More About Osano**
Osano is a leading data privacy platform that helps organizations quickly and confidently comply with laws like GDPR, CCPA, and other global privacy regulations. From consent management to vendor risk monitoring, Osano makes complex privacy tasks refreshingly simple, so companies can focus on what they do best, while we handle the rest.
We’re backed by top-tier investors including Baird Capital, Jump Capital, and LiveOak, and we’re scaling fast with a multi-year runway and ambitious growth plans. We’ve also been recognized as a Great Place to Work for four years running, with 97% of employees saying Osano is a great place to work.
As we grow, we're looking for individuals who lean into modern technologies and smarter systems to drive efficiency, clarity, and speed; both in our product and in how we operate. If you're excited by the idea of helping build a high-growth, privacy-first company that embraces thoughtful automation, emerging tech, and intentional collaboration, we’d love to hear from you.
_Osano is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, marital status, genetic information, disability, veteran status, or any other characteristic protected by applicable law._