Revenue Operations Analyst

SOCi, Inc.

. Own the day-to-day management of the Revenue Operations request queue .

Posted 9/23/2026full-timeRemote • CanadaJuniorMid-Level💰 CA$60,000 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue Operations with a strong focus on Salesforce reporting, process management, and data analysis. Capable of translating business requirements into effective operational solutions while ensuring data accuracy and quality assurance.

Highest-signal resume keywords

Salesforce Reporting ExpertiseRevenue Operations ManagementData Analysis and Trend IdentificationProcess Improvement and AutomationProject and Process Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SalesforceReportingDashboardsData AnalysisProcess ManagementQuality AssuranceCRM Data ManagementOperational SolutionsAutomationDocumentation

Soft Skills

Attention to DetailWritten CommunicationVerbal CommunicationStakeholder CollaborationProblem-Solving

Tools & Technologies

SalesforceClariCAP Reporting

Industry Keywords

Revenue OperationsSales OperationsCustomer Success OperationsBusiness OperationsOperational Insights

About the role

Key responsibilities & impact

Own the day-to-day management of the Revenue Operations request queue
Review, triage, prioritize, assign, and manage incoming cases through resolution
Monitor queue health, aging, volume, and resolution times
Identify recurring requests and opportunities for process improvement, automation, documentation, or enablement
Serve as a Revenue Operations point of contact and operational partner for Customer Success
Translate business requirements into scalable processes, reporting, and system improvements
Support Salesforce and other Revenue Operations tool changes and enhancements
Coordinate Customer Success enablement alignment for operational changes
Document and standardize Customer Success operational processes
Support testing and quality assurance for system, workflow, and process changes
Manage the end-to-end customer cancellation and offboarding process
Coordinate cancellations across Customer Success, Implementation/Offboarding, Billing, Finance, and other stakeholders
Perform quality assurance and resolve discrepancies affecting offboarding, billing, reporting, or revenue data
Analyze cancellation trends and surface operational insights
Develop and maintain Salesforce reports and dashboards for Sales, Customer Success, Marketing, and Revenue Operations
Provide Clari and CAP reporting to Customer Success leadership
Build recurring and ad hoc reporting for leadership decision-making and operational reviews
Investigate discrepancies across Salesforce and other revenue systems
Establish consistent definitions and reporting methodologies for revenue and customer metrics
Serve as a Salesforce reporting subject matter expert
Build and maintain advanced Salesforce reports, dashboards, report types, filters, formulas, and related solutions
Support CRM data quality initiatives and Salesforce enhancements
Identify and implement process improvements, automation, self-service reporting, documentation, and enablement

Requirements

What you’ll need

2+ years of experience in Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related analytical/operational role
Strong Salesforce experience with an advanced understanding of reports and dashboards
Experience working with CRM data and translating business requirements into reporting or operational solutions
Strong analytical skills with the ability to investigate data, identify trends, and communicate findings clearly
Strong project and process management skills with the ability to manage work from intake through completion
Excellent attention to detail and commitment to data accuracy and quality assurance
Strong written and verbal communication skills
Demonstrated ability to work effectively with stakeholders across multiple departments
Ability to prioritize competing requests and operate effectively in a fast-paced environment
Comfortable identifying problems, recommending solutions, and taking ownership through resolution

Benefits

Comp & perks

Health insurance plans, dental, and vision
Wellness incentives
401(k) plan with employer match
Flexible paid time off
Quarterly wellness days
Paid holidays
Unique employee engagement programs
Career growth and success opportunities
Flexible work environment
Work-from-home arrangement