Revenue Operations Analyst

Revenue Operations Analyst

Reports To: Director of Revenue Operations 

At Casepoint, Revenue Operations helps power predictable growth by ensuring our go-to-market teams have the data, systems, and insights they need to execute effectively. As a Revenue Operations Analyst, you’ll play a critical role in supporting Sales, Marketing, Customer Success, and Finance through reporting, analytics, process optimization, and CRM administration. 

This is an individual contributor role reporting to the Director of Revenue Operations and is ideal for someone who is analytical, detail-oriented, highly organized, and eager to help scale operational excellence across the revenue organization. 

What You’ll Do 

• Support day-to-day revenue operations activities across Sales, Marketing, and Customer Success  
• Maintain and improve CRM data quality, reporting accuracy, and process consistency within Salesforce  
• Build and maintain dashboards, reports, and recurring metrics used by Revenue Leadership and GTM teams  
• Analyze pipeline health, sales activity, funnel conversion, renewals, and customer lifecycle trends to identify actionable insights  
• Assist with forecasting processes and pipeline reviews by ensuring data integrity and reporting accuracy  
• Support territory alignment, account assignments, and quota administration activities  
• Help manage and optimize revenue systems and tools, including Salesforce and other GTM technologies  
• Partner cross-functionally with Sales, Marketing, Customer Success, Finance, and Business Systems teams to support operational initiatives  
• Document processes, workflows, and reporting standards to improve scalability and consistency  
• Assist with deal desk administration, approvals, pricing support, and operational governance workflows  
• Identify process improvement opportunities that reduce friction and improve efficiency across the revenue organization  
• Support ad hoc analysis and executive reporting requests as business needs evolve  

What You Bring 

• 2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, Analytics, or a related field  
• Experience working within a SaaS or technology-driven organization preferred  
• Hands-on experience with Salesforce reporting and dashboard creation  
• Strong analytical and problem-solving skills with attention to detail and data accuracy  
• Proficiency in Excel/Google Sheets and comfort working with large datasets  
• Experience supporting CRM hygiene, reporting, and operational processes  
• Ability to organize priorities, manage multiple projects, and meet deadlines in a fast-paced environment  
• Strong communication and collaboration skills with the ability to work cross-functionally  
• Curious mindset with a desire to continuously improve processes and systems  
• Experience with tools such as HubSpot, Marketo, Gong, Clari, NetSuite, or BI/reporting tools is a plus  

How This Role Lives Casepoint’s Core Vibes 

This role reflects how we work at Casepoint: 

• Customer-first mindset: Supporting operational excellence that ultimately improves the customer experience  
• Ownership: Taking accountability for data accuracy, reporting integrity, and follow-through  
• One team: Collaborating across departments to solve problems and improve outcomes together  
• Curiosity and improvement: Continuously seeking better, more scalable ways to work  

Why This Role Matters 

Revenue Operations Analysts are critical to ensuring our go-to-market organization operates efficiently and makes informed decisions. This role helps create visibility into business performance, improves operational consistency, and supports scalable growth through accurate data, streamlined processes, and actionable insights. 

Teams You’ll Collaborate With 

• Sales Leadership and Account Executives  
• Marketing Operations and Demand Generation  
• Customer Success and Renewals  
• Finance and Accounting  
• Business Systems and IT  

Why You’ll Love This Role 

• Opportunity to grow within a fast-evolving Revenue Operations function  
• Exposure to executive reporting and strategic GTM initiatives  
• Hands-on experience with modern revenue systems and analytics  
• Collaborative environment with cross-functional visibility  
• Ability to directly influence operational efficiency and business performance  

Success Measures 

• Accurate and trusted reporting used by GTM leadership  
• Strong Salesforce data hygiene and reporting adoption  
• Timely and reliable operational support for forecasting and pipeline management  
• Improved process consistency and reduced operational friction  
• Actionable insights that help drive revenue performance and efficiency  

Work Location & Flexibility 

We are headquartered in Washington, D.C., and this role is eligible for remote work from the following states: AR, AZ, CA, CO, CT, D.C., DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TX, VA, WA, WI, WY. If you live outside these states, unfortunately we’re not able to consider your application at this time. 

About Casepoint 

Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance response together in one secure platform. 

Built on an award-winning, cloud-native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose-built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. 

Casepoint is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic.