Stepful
Revenue Operations Analyst
New York City
Sponsorship not specified$100k-$120kDetected 4 days ago
Data VisualizationHubSpotCRMSalesPipeline ManagementForecastingExcelRecruitingCustomer SuccessLeadership
About the role
- You'll report to the Director of Revenue Operations and work closely with our commercial and finance teams.
- This hybrid role is based out of our lower Manhattan office (in-office T/W/Th).
Responsibilities
- Build and deploy automated workflows across Claude, HubSpot, Slack, and our GTM stack to eliminate manual handoffs and reduce AE, CSM, and SA administrative burden
- Design and maintain scalable CRM workflows,, and stages that reflect how the business operates
- Identify and resolve data gaps or inconsistencies before they impact reporting or forecasting through building AI-automated data quality checks and enrichment workflows so inconsistencies are caught before humans notice them
- Own our GTM tech stack evaluation and integration (e.g., you decide what connects, how, and why)
- Partner with Sales, Client Success (CS), and Solution Architecture (SA) to document, optimize, and operationalize GTM processes from lead routing and handoff to renewal and expansion motions
- Support territory planning, account segmentation, and capacity modeling as we scale the commercial team
- Develop and manage cohort analyses, forecasting models, and ad hoc analyses that help leadership make fast, informed decisions and support routine board and All Hands meetings
Requirements
- 2-4 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related analytical role
- Strong proficiency in Excel and/or Google Sheets, including pivot tables, XLOOKUP, SUMIFS, AVERAGEIFS, and array formulas
- Hands-on experience with HubSpot (or a comparable CRM) with a strong grasp of pipeline management and data hygiene
Skills
- Build and manipulate pivot tables and charts
- Use XLOOKUP, VLOOKUP, SUMIF, COUNTIF, AVERAGEIFS, and nested IF formulas
- Write array formulas including BYROW, LAMBDA, FILTER, and UNIQUE
- Apply conditional formatting and data validation
- Bonus: INDEX + MATCH, query functions, and Google Apps Script or Excel macros
- You have EdTech and/or healthcare experience
- You've worked in a B2B2C setting
- You have experience with Gong, HubSpot, or other GTM tooling
- Introductory call with Talent Acquisition team member
- Interview with Hiring Manager
- Take-Home Assignment
- Virtual Panel Interview
Compensation
- The target base salary range for this opportunity is $100,000 - $120,000, and is part of a competitive total rewards package including equity and benefits.
- Individual pay may vary from the target range and is determined by a number of factors including experience, internal pay equity and other relevant business considerations.
- Please note we do not have a bonus structure at this time so all cash compensation will come in the form of base salary.
- The total compensation package will also include our benefits package and an equity (ISOs) package.
Benefits
- Meaningful Equity Stake
- Subsidized Medical, Dental, and Vision insurance plan options
- FSA, HSA and commuter benefits
- Learning stipend
- Guidance of 15 days PTO annually
- Stepful is a workforce platform redefining how America's largest health systems build, train, and retain their talent.
- Since our founding in 2021, Stepful's trained over 32,000 practice-ready healthcare workers.
- Layering onto our successful direct-to-consumer training, Stepful partners with leading healthcare institutions to address the growing national shortage of healthcare workers.
- Open vacation policy, including:
- Individual pay may vary from the target range and is determined by a number of factors including experience, internal pay equity and other relevant business considerations.
- Please note we do not have a bonus structure at this time so all cash compensation will come in the form of base salary.
- The total compensation package will also include our benefits package and an equity (ISOs) package.
Company info
- We credit much of our success to our exceptional team.
- We're looking for mission-driven builders who thrive in fast-paced, ambiguous environments, and embody our four core values:
- The target base salary range for this opportunity is $100,000 - $120,000, and is part of a competitive total rewards package including equity and benefits.
Equal opportunity
- Stepful is proud to be an equal opportunity employer.
- equal opportunity employer.
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