Revenue Operations Analyst

About the Role

We are seeking a detail-oriented and proactive RevOps resource to join our team at Whatfix. This role is critical in ensuring the accuracy and hygiene of our CRM and pipeline data, managing day-to-day operations in our Sales forecasting tool, and owning the documentation and periodic updates of Rules of Engagement (RoEs).

Key Responsibilities

CRM & Pipeline Hygiene:

• Maintain data accuracy, completeness, and standardization in Salesforce to ensure reliable forecasting and reporting.
• Conduct regular audits of pipeline data in collaboration with regional RevOps leads and Sales/Marketing teams.

Rules of Engagement (RoEs):

• Own documentation and governance of existing RoEs.
• Collect stakeholder feedback for RoE updation.
• Support RevOps leadership in resolving RoE-related disputes by maintaining clarity in ownership and processes.

Sales forecasting Operations:

• Own day-to-day operations and hygiene in sales forecasting tool (forecasting & pipeline management platform).
• Ensure forecasting inputs are reliable and system usage remains consistent across GTM teams.
• Track proper utilization of the tool as a forecasting tool across the company

Ad-hoc Analysis:

• Drive on-demand analysis, data pulls, and insights generation for RevOps and GTM stakeholders.
• Partner with senior analysts to support deeper analytics and dashboard builds.