Senior Revenue Operations Analyst
Method:CRM
- Develop and code data connections: With hands-on coding, create the connections between data systems that deliver automated timely & relevant customer emails or in-app notifications, and set-up data systems that allow for cross-system data analysis and insights.
- Tech Stack Optimization: Own optimization of the GTM tools and systems - CRM, marketing automation, sales, product analytics and customer support platforms. Maintain operational rigour and uphold data integrity, trouble-shooting data issues or integration challenges as they arise across systems.
- Data Integrity: Act as lead on data governance principles, including management and implementation of ETL processes. Manage end-to-end data hygiene, systems accuracy, and reporting integrity to support business decisions. Document data definitions and ensure reporting consistency. Go into the systems and make changes directly when errors occur or updates are needed.
- Evolve Scalable GTM workflows: Input into plans to continue to evolve cross-functional systems across the revenue teams, including but not limited to the adoption and integration of AI agents. Bring a business-mindset to recommended changes or enhancements, with aim of keeping efficiency and tech-stack costs in-line with revenue growth.
- Technology Stack Process Documentation: Drive process clarity, and create documentation to ensure every team is rowing in the same direction. Collaborate closely with Marketing, Sales, and Customer Success to resolve operational gaps and inefficiencies around lead assignment, lead scoring, follow-up activities across outbound and inbound and keep related technology stack documentation up to date.
- Build and maintain dashboards to track critical metrics like pipeline health, sales opportunities, pipeline efficiency, marketing lead conversions, etc., ensuring data accuracy across all reporting
- KPI tracking: Refine and deliver accurate operational metrics to measure funnel health, improve forecast accuracy, and scale readiness for ongoing growth.
- Manage and improve data pipelines by partnering with customer success, professional services, marketing and our sales teams to deliver actionable insights.
- Translate raw data into narratives that drive action from the executive team
- Answer open-ended business questions: e.g., "Where are we losing expansion dollars?"
- Support board meeting prep with clear and compelling reporting on ICP growth, conversion rate stage trends, and key levers that will deliver future growth.
- Work cross-functionally to align metrics with strategy
- Must have hands-on development and database experience, including but not limited to setting-up and maintaining ETL processes and coding the connections between systems
- Must have a strong knowledge of SQL and either Python or C#; demonstrating a passion in developing in coding and technical systems
- At least 5 years experience working with business systems (e.g., Salesforce, HubSpot, Segment) and experience building out the GTM systems of a SaaS business
- Strong understanding of data analysis, business intelligence, and visualization tools like Tableau, Looker, or Power BI
- Understanding of how revenue teams (sales, support, marketing) operate and what they need from data
- Excellent communicator who can translate complex ops topics to non-technical stakeholders
- Comfortable operating independently as a team of one, prioritizing tasks, and executing with minimal supervision
- Experience or a strong curiosity in utilizing AI tools to streamline workflows, analyze data, and make process improvements
- A bias toward action, intellectual curiosity, and the confidence to question priorities
- A track record of picking up new tech and solving real-world problems quickly
- Bachelor’s degree in Business, Marketing, or a related field; MBA or related post-grad credentials preferred
- Onboard and acclimate with the Revenue Operations team.
- Understand Method’s values and how our teams collaborate to drive results.
- Learn and become an expert of our internal communication tools, norms, and practices.
- Complete Method’s Bootcamp.
- Work with your manager to build out tailored goals and a plan to set you in the right direction for the upcoming quarter.
- Participate in your first quarterly performance review.
- Create a GTM data map + ETL v1 live: Document all objects/fields across CRM, marketing automation, product analytics, support
- Lead flow & routing hardening: Audit MQL/SQL definitions, scoring, and assignment rules; implement fixes for duplicates, enrichment, and SLA timers; deliver a before/after lead flow diagram and a weekly “leads→meetings→ops” conversion report by segment.
- Source-of-truth dashboards: Launch executive and functional Looker/Power BI dashboards (Exec, Marketing, Sales, CS) covering pipeline health, forecast, funnel conversion, cohort retention/expansion, and campaign ROI; include alerting for anomalies and a shared KPI glossary.
- Activation & expansion insight loop: Build a product usage → revenue model identifying leading indicators for sync completion, seat expansion, and churn risk
- AI/automation pilot: Ship one high-impact RevOps automation (e.g., AI call summary → CRM fields, lead research enrichment, or pipeline risk notes) with a short runbook, guardrails, and measured time saved.
- ELT reporting kit: Standardize a monthly exec-ready revenue packet (ICP mix, stage conversion trends, CAC/LTV hints, expansion vs. new logo, forecast vs. plan) with one-page insights and “three levers” for next month.
