- Managing and optimizing our deal desk process
- Conducting monthly audits of customer contracts to ensure compliance and accuracy
- Partnering with relevant stakeholders to address invoicing discrepancies and resolving issues promptly
- Administering our Salesforce and HubSpot environments and managing the integration of applications connected to Salesforce
- Ensuring data integrity within our tech stack and performing regular data checks to maintain clean and accurate records
- Assisting in report building and contact segmentation in Salesforce, HubSpot, and 6sense for targeted marketing campaigns and sales initiatives
- Providing system support to marketing, sales, customer success, finance, and legal teams as needed
- Highly self-motivated contributor who works well as an individual and within a team environment
- Works well in a fast-paced environment, often under tight deadlines
- 1+ year as a CRM admin preferred. Equivalent experience could be 1+ year of data management including data imports, data hygiene maintenance, and report building
- Proficient in Excel / Google Sheets
- General knowledge of third-party applications such as HubSpot, Outreach, Clari, 6sense, DocuSign, ZoomInfo
- Manager:
- Nina Hasbany, Director of Revenue Operations
- Cross-functional Team Members:
- Stella Hall, Growth Marketing Director
- Jeffrey Elison, Senior Revenue Operations Analyst
- Flexible PTO policy
- Learning & Development stipend
- Health, Dental, Vision
- Life Insurance, STD, LTD
- HRA for Family Planning
- Equity
- TruePerks
- Commuter, FSA, HSA
- 401K plan
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Revenue Operations Analyst - San Francisco, United States - True Work
Description
Revenue Operations AnalystSan Francisco, CA
Truework is on a mission to create trust in every financial transaction.
Our core product, Truework Income, provides access to crucial employment and income information needed for mortgage loans, apartment rentals, and the like.
We are disrupting a $5B+ industry, previously controlled by legacy credit agencies, with a better product and intense customer focus.
We handle hundreds of thousands of income and employment verifications every month, and continue to grow our market share in the mortgage lending and tenant screening markets.
We are excited to add a Revenue Operations Analyst to our team
As a RevOps Analyst at Truework, you'll work with various teams and leaders in our GTM function to ensure the efficiency and effectiveness of our revenue-generating processes.
In this role, you'll be focused on improving our overall deal rigor and executing on the day-to-day configuration, support, maintenance and improvement of our RevOps tech stack.
The ideal candidate possesses a blend of analytical prowess, strategic thinking, attention to detail, and strong communication skills to collaborate across various departments.
At Truework, you would be responsible for:
What we're looking for:
Cash Compensation:
Our cash compensation for this role is targeted at $55,000 - $70,000 for candidates based at our hub in San Francisco.
Benefits