We're looking for a Revenue Operations Analyst to join our RevOps team. Reporting to the Director of Revenue Operations, you’ll work alongside our Salesforce Administrator and Senior RevOps Analyst to support our go-to-market operations. A key focus of this role is helping drive AI adoption within RevOps by identifying opportunities to automate workflows, enhance data insights, and integrate AI-powered tools across the revenue stack.

This role combines pipeline and sales analysis, Salesforce dashboard creation, and sales tool support across our revenue stack. You'll support sales meetings with performance analysis, build and maintain dashboards, help automate reporting processes with AI, assist with commission plan data, and serve as Level 1 support for dashboard maintenance, reporting, tooling, and general FAQs. The ideal candidate has a strong analytical mindset, a working knowledge of Salesforce, hands-on experience with AI tools like Claude, and a passion for optimizing processes that drive sales and revenue growth.

What you’ll do:

AI & Automation

• Apply AI tools (including Claude Cowork) to RevOps workflows to automate and streamline reporting and processes
• Stay informed and help to coordinate on AI integrations within Salesforce and contribute to initiatives being built across teams, including Salesforce MCP (Model Context Protocol) efforts

Salesforce & Systems

• Support CRM workflows, data integrity, and user requests—contributing to configuration and process improvements across sales and other internal teams
• Work with sales teams to understand quoting needs and partner with the Salesforce Admin on CPQ process improvements to support accurate, efficient quoting (experience preferred, not required)
• Build, maintain, and optimize Salesforce dashboards and reports to track key metrics and KPIs across pipeline health, conversion rates, and revenue performance
• Support the sales team with administrative tasks, including CRM management and data entry
• Conduct regular data audits and help enforce CRM hygiene standards
• Provision and de-provision users, manage profiles, and maintain role hierarchies and permissions
• Support our Salesforce Administrator with day-to-day Salesforce responsibilities, including creating custom fields, workflows, and validation rules as a junior member of a small admin team

Reporting & Analytics

• Support sales meetings with pipeline and sales performance analysis pre-read prep
• Support the distribution of commission plan data and statements
• Collaborate with sales and finance teams to streamline processes and ensure data accuracy
• Provide Level 1 support for all sales needs related to dashboard maintenance, reporting, tooling, and general FAQs
• Assist in process documentation across the RevOps team

What you need to have:

• 1-2 years of experience in Revenue Operations, Sales Operations, Finance/accounting, or a related function
• Salesforce CRM experience required; comfortable working within an existing Salesforce org, contributing to configuration and reporting (Admin certification a plus)
• Solid experience, and interest in, the use of AI (specifically Claude Cowork and/or Claude Code) to automate reporting and operational processes.
• Familiarity with Salesforce AI features or MCP integrations a strong plus
• CPQ experience preferred (Salesforce CPQ, DealHub, or similar)
• Familiarity with SQL or relational database concepts preferred, comfort querying data to support analysis and reporting
• Proficiency with reporting and data analysis; experience with BI tools (Metabase, Tableau, Looker, etc.) a plus
• Detail-oriented with strong organizational skills and a collaborative working style
• Clear communicator with the ability to work cross-functionally and translate operational needs into actionable solutions
• Experience in a B2B SaaS environment preferred

As a Lead Research Advisor on our Customer Success team, you will drive and grow important relationships by helping our customers find new ways to use our platform, ensuring they achieve maximum value from their investment. This role is a critical function that merges research expertise with a customer success motion, focusing on driving platform adoption and mitigating churn risk. You will also directly manage and work closely with a team of Research Advisors to design, recruit, and field research projects for our customers.

You will have a chance to make a real difference for Dscout’s customers and build your career at the intersection of customer success and research. You are an incredible communicator and a genuine, creative problem-solver. You are our customer’s dedicated partner in success, helping them learn a new digital tool, execute powerful research, and maximize the return on their Dscout subscription. You collaborate closely with Account Directors to help to identify Dscout methodologies that best meet customer needs, build new use cases, identify growth opportunities, and ensure strong platform adoption across their organization. Internally, you are our customers’ champion, driving larger improvements to the platform and overall user experience.

In addition to your work with customers, you enjoy coaching, mentoring, and helping junior staff do their best work every day. The Lead Research Advisor position is among the most central to Dscout’s operations, so you’ll work with people from across the company on a regular basis, especially our product, engineering, and sales teams. If this sounds like you, apply today!

What you will do:

• Act as a Dscout expert to train and educate customers on functionality and Dscout methodology, driving wide and deep platform adoption.
• Consult with customers to provide specific recommendations for their research designs on our software platform, ensuring successful outcomes and value realization.
• Collaborate with customers to run high-impact research projects on Dscout, including planning, design, recruiting, fielding, and client engagement.
• Equip customers to derive insights from data using Dscout’s analysis tools.
• Work closely with our Sales team to ensure customer retention, identify expansion opportunities, and proactively mitigate risk of churn.
• Manage 1-3 Research Advisors, prioritizing workload, coaching on work performance, and professional growth.
• Travel occasionally for onsite customer visits where you will build relationships, train and share best practices, and gather feedback to bring directly back to our Product team.
• Act as a customer advocate by sharing feedback internally to continuously improve Dscout’s product offerings.
• Provide support and guidance to research participants (who we call “Scouts”).

What you need to have:

• 5+ years experience in research, ideally with exposure to a Customer Success or consulting model.
• Lead complex, high-impact research engagements for in-house or for clients across all phases of qualitative research, especially scoping/planning, design, recruiting, fielding, and analysis a plus.
• Proven ability to consult with clients/customers to drive product adoption and maximize customer lifetime value.
• 1+ years of experience as a people manager.
• BA/BS degree in anthropology, sociology, market research, design research, HCI related field, or equivalent work experience.
• Excellent communication skills, both oral and written. Naturally able to strike a balance between friendly and professional in all communications.
• Able to work both collaboratively and independently, proven experience collaborating with and mentoring team members.
• Strong critical thinking skills; excited by the prospect of creative problem solving in the research and SaaS space alongside colleagues and customers.
• Flexible and eager to learn new things each and every day.
• Empathetic to others’ needs and circumstances.
• Highly organized, efficient, and detail-oriented.
• An innate curiosity about how and why people behave the way they do, and a desire to better understand complex behavioral problems and find solutions to those problems.