Revenue Operations Analyst
Doc'up - PhD association
IT, Operations
Clearwater, FL, USA
Posted on Jan 28, 2026
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