Pearl

Revenue Operations Analyst

Posted 7 Days Ago

Hiring Remotely in United States

Remote

Junior

Computer Vision • Healthtech • Software

The Role

The Revenue Operations Analyst will manage day-to-day CRM operations and support the sales and customer success teams. Responsibilities include ensuring smooth sales-to-customer success handoffs, maintaining data accuracy, managing operational support tickets, contributing to sales projects, collaborating on customer success initiatives, and optimizing processes through documentation and team training.

Summary Generated by Built In

About Pearl

Pearl is shaping the future of dentistry with a suite of AI solutions developed to establish higher standards of quality and care for patients worldwide. Since 2019, our team has engineered FDA-cleared computer vision capabilities for interpretation of 2D and 3D dental imagery — industry-leading capabilities which clinicians, practice owners, labs and insurers use to elevate the efficiency, accuracy and consistency of dental care around the world.

We are seeking a Revenue Operations Analyst to join our RevOps team. This role will be responsible for the day-to-day management of CRM operations, supporting the SMB sales and customer success teams to ensure smooth operations, efficient sales-to-customer success handoffs, and accurate data management. You will play a crucial role in optimizing sales and CS processes, managing CRM data hygiene, and supporting automation projects to improve operational efficiency.

This position is ideal for individuals with 1-2 years of experience in RevOps, CRM management, or sales/customer success operations—particularly within a HubSpot environment—who are looking to advance their careers in a high-growth SaaS company.

Who We’re Looking For

Day-to-Day CRM Operations: Manage the day-to-day CRM operations to support SMB sales in prospecting for and closing deals. Responsibilities include:
- Sales-to-CS Handoff Processes: Ensure smooth transitions between the sales and customer success teams by managing handoff workflows and ensuring that all necessary data and documentation are up to date.
- Data Hygiene and Auditing: Conduct regular audits and clean-ups to ensure data accuracy and usability in the CRM, particularly for opportunities, customer records, and deal stages.
- Ticket Management: Handle inbound operational support requests (tickets), resolving CRM-related issues, troubleshooting, reporting, and optimizing workflows. Aim to resolve tickets within the established 24-hour SLA to support deal closure and customer experience.

Sales Operations Projects: Support sales operations by contributing to projects focused on improving sales processes and automation. Specific responsibilities include:
- List management and segmentation for marketing and sales outreach.
- Automating repetitive tasks within HubSpot to streamline the sales process.
- Assisting with the development and maintenance of sales reports and dashboards.

Customer Success Operations Projects: Collaborate with the customer success team on projects aimed at improving efficiency, automation, and reporting within the customer lifecycle. This includes:
- Assisting with the implementation of tools and processes that enhance customer onboarding and retention.
- Automating repetitive CS tasks to improve response times and customer satisfaction.
- Creating and maintaining customer success reports to track performance metrics and identify areas for improvement.

Documentation and Process Optimization: Maintain and improve documentation for all revenue-related processes across sales and customer success teams. This includes:
- Creating clear, accessible documentation for revenue focused teams (sales, CS, marketing), automation rules, and operational procedures.
- Identifying opportunities for process optimization and contributing to the development of more efficient workflows.
- Assisting in training team members on CRM processes and best practices.

What You’ll Need to Succeed

1-2 years of experience in revenue operations, CRM management, or sales/customer success operations, with a strong focus on HubSpot.
Familiarity with CRM automation, data management, and process automation.
Strong organizational and time management skills.
Experience with sales or customer success handoff processes.
Excellent communication skills and ability to work collaboratively across teams.
Detail-oriented with a passion for problem-solving and operational efficiency.
Strong analytical skills, strategic thinking, and ability to manage cross-functional projects.
Experience in a SaaS or tech environment is a strong plus.

What We Offer