The Revenue Operations Analyst will play a critical role in optimizing our revenue-generating processes by analyzing data, improving workflows, and ensuring that our HubSpot CRM is leveraged to its full potential. This role requires a strategic thinker with strong analytical skills and a deep understanding of revenue operations within a SaaS or similar environment. The ideal candidate will be responsible for supporting sales, marketing, and customer success teams by providing actionable insights and recommendations to drive efficiency and growth.
In this role you will get to:
- Optimize and manage CRM tools (HubSpot, Dealhub, etc.) to improve Sales, Service and Marketing efficiency for 4 Business Unit’s within Riverside.
- Perform monthly data audits with Vendors and automate validation processes.
- Streamline CRM workflows by automating key sales and marketing tasks.
- Collaborate with vendors and internal teams to maintain and enhance CRM tools.
- Develop custom HubSpot dashboards to track KPIs for sales, marketing, and customer success across 4 business units within Riverside.
- Conduct pipeline analysis and manage quoting automation to support sales and enablement teams.
- Improve forecasting and cross-functional alignment through monthly process reviews with stakeholders.
- Collaborate with enablement team to build and deliver training for Sales, Customer Success and Marketing teams.
- Provide daily support for CRM systems, resolving ticket requests and reducing future issues through training and documentation.
- Conduct regular training sessions to enhance CRM usage and reduce support requests.
- Identify, scope and execute projects which you feel will help Riverside grow.
Disclaimer
The above statements describe the general nature and level of the work performed by people assigned to this work. This list does not cover all possible duties, tasks, or responsibilities. Riverside Insights may amend or change responsibilities to meet the needs of the business and organization as necessary.
- Bachelor's degree in business, Finance, Data Analytics, or a related field.
- 2-4 years of experience in revenue operations, sales operations, or a similar role, preferably in a SaaS environment.
- Strong proficiency with HubSpot CRM, including workflow automation, reporting, and data management.
- Deal Hub experience is a plus.
- Advanced Excel skills; experience with BI tools (e.g., Tableau, Power BI) is a plus.
- Exceptional analytical and problem-solving skills with a data-driven mindset.
- Excellent communication and collaboration skills with the ability to work cross-functionally.
- Strong project management skills with the ability to manage multiple priorities simultaneously.
- High attention to detail and commitment to accuracy and quality.
Physical Requirements for this position
- Remote
- Up to 10% travel for off-site team meetings
- May require stationary positions (sitting or standing) for extended periods
- Medical, Dental, and Vision plans
- Company paid basic life and AD&D insurance
- Company paid short-term and long-term disability
- Supplemental life insurance options
- Company paid Employee Assistance Program (EAP)
- Retirement plan with discretionary company matching
- Flexible Spending Account (FSA) and Health Savings Account (HSA) options
- Premium subscription to Calm for employee and dependents
- Company paid time off (PTO)
- 13 named holidays, 2 floating holidays, and 4 early-release half days
- Flexible work arrangements
- Work-from-home expense reimbursement
- Tuition Reimbursement Program
- Company orientation and 30/60/90 Day Onboarding
Who is Riverside Insights? Riverside Insights is a growth-focused business on a mission to elevate one billion lives globally by 2030 through research-based assessments and technology for educational professionals, students, clinical and behavioral health clients, and workforce talent.
Why Join Our Team?
At Riverside Insights, achieving real results for students and educators is more than talk – it's what we do. As we grow, so will you, offering the chance to expand your skills on an ambitious, solution-focused team. Join us in making great work possible, where your well-being and dedication to making an impact go hand in hand. If you're ready for an ambitious, collaborative environment, Riverside is the place for you.
Riverside Insights is an Equal-opportunity Employer:
Riverside Insights provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Our Commitment to Diversity & Inclusion:
At Riverside Insights, every employee has the right to a welcoming and inclusive workplace where their diverse backgrounds, experiences, and perspectives are valued and celebrated.
Thank you for considering joining our growing team and our mission to help elevate potential globally! Please check out to learn more about our work.
Top Skills
What We Do
ssessments play a critical role in unlocking a person’s true potential. Actionable insights — derived from accurate, reliable and consistent data — create opportunities that help people thrive.
Through our proven portfolio of trusted and precise assessment solutions, Riverside Insights offers the clarity and perspective needed to create a meaningful impact at the state, district and individual levels. We're dedicated to creating and providing a broad range of high-quality, time-tested professional testing products and services as well as delivering meaningful information that can enhance the lives of children and adults.
At Riverside Insights, we are fueled by a powerful mission: to provide insights that help elevate potential. This stems from a core belief that every person should have the ability to understand their potential and be guided to the resources that enables them to realize that potential.
We aspire to enrich 1B lives globally by 2030 by providing insights born of research-based assessments to students, clinical patients, and employees/companies.
Elevating potential is what we do… and for over 80 years, developing and providing research-based assessments has been how we do it. Riverside is one of the preeminent and most longstanding assessment developers/publishers nationally.
Riverside is a “purpose-fueled, values-led” company that is aligned behind a “PeopleFirst” ethos and a set of 5 very important core values that guide who we work with, how we make decisions, and the standard that we hold ourselves to.
Riverside Insights strives for excellence. We recognize that we must have the best people, and the best people are drawn from the broadest pool of applicants. The people we need can be found only by looking across the full spectrum of race, color, religion, creed, sex, age, national origin, citizenship status, disability, qualified veteran status, genetic information, marital status, sexual orientation and gender identity.
