Grow With Us

We are seeking an AI-first and process-oriented Revenue Operations Analyst to join our growing team. This role, reporting to the Head of Finance, will play an important role in helping our Go-To-Market (GTM) teams operate more efficiently by turning data into insights, improving processes, and building tools that make it easier for teams to do their best work.

You will partner closely with our Revenue Operations team and cross-functional leaders across Sales, Marketing, and Customer Success. You’ll help improve revenue processes, build reporting and analysis, identify opportunities for automation, and ensure GTM teams have the data and tools they need to make better decisions.

This is a great opportunity for someone who enjoys solving problems, working with data, building processes from scratch, and using AI to make teams more productive.

This is a full-time, office-based role requiring presence up to 4 days a week to foster close collaboration with cross-functional teams.

Day In The Life

Revenue Operations & Process Improvement

• Support cross-functional revenue initiatives across Marketing, Sales, and Customer Success.
• Identify bottlenecks and inefficiencies across the lead-to-cash process and help develop solutions.
• Document, standardize, and improve workflows across GTM teams.
• Help maintain and improve processes around lead routing, deal management, renewals, forecasting, and other revenue operations functions.
• Work closely with stakeholders to understand operational challenges and translate them into scalable solutions.

Data Analytics & Reporting

• Build and maintain dashboards, reports, and ad-hoc analyses to help GTM leaders make informed decisions.
• Analyze sales and customer data to identify trends, opportunities, and areas for improvement.
• Partner with the Data team to improve data quality, governance, and consistency across GTM reporting.
• Help establish and maintain clear definitions for key revenue metrics.
• Use SQL and other analytical tools to answer business questions quickly and accurately.

Automation & AI Acceleration

• Identify repetitive or manual workflows that can be automated to improve GTM productivity.
• Use AI tools such as Claude Code and other AI coding assistants to accelerate analysis, automation, and problem solving.
• Build lightweight internal tools and automations that reduce administrative work for Sales, Marketing, and Customer Success teams.
• Partner with GTM Engineering and other technical teams when more complex tools or automations need to be deployed.
• Help champion an AI-first approach to how the GTM organization works and solves problems.

Strategic Partnership

• Serve as a data-driven thought partner to GTM leaders and help turn business questions into actionable insights.
• Support planning and decision-making through analysis, reporting, and operational recommendations.
• Communicate findings clearly to both technical and non-technical stakeholders.
• Develop documentation and processes that make information easier for teams to access and use.

Working at Workstream

• We operate with urgency, ownership, and a growth mindset
• This is not a traditional 9-to-5 role—we value accountability, flexibility, and getting results
• If you thrive in high-growth environments and are passionate about building from scratch, we’d love to connect
• Must be willing to report to the office for up to 4 times a week

Who You Are

• 3–5 years of experience in Revenue Operations, Sales Operations, Business Operations, Analytics, Customer Success Operations, Finance, or a similar analytical role.
• Strong analytical and problem-solving skills with the ability to turn data into actionable insights.
• Experience working with CRM platforms such as Salesforce or HubSpot.
• Strong SQL skills and comfort working with large or complex datasets.
• Experience building dashboards, reports, and analyses using tools such as Salesforce, Looker, Tableau, or similar platforms.
• Interest in using AI tools and coding assistants such as Claude Code to improve productivity and automate repetitive work.
• Exposure to one or more revenue operations areas such as quota/compensation planning, commissions, sales territories, deal desk, lead routing, renewals, forecasting, or funnel reporting.
• Exceptional writing, communication, and organizational skills with a passion for documentation and knowledge management.
• Ability to work cross-functionally and communicate effectively with both business and technical teams.
• Comfortable operating in an unstructured, fast-paced environment and taking ownership of projects from beginning to end.
• Curious, resourceful, and excited to figure things out rather than waiting for perfect instructions.

Bonus Points

• Experience writing Python or another programming language.
• Experience using AI coding assistants such as Claude Code, Cursor, or similar tools.
• Experience building workflow automations or internal tools.
• Experience working with Salesforce administration or CRM automation.
• Experience in a high-growth SaaS or startup environment.
• Experience supporting Sales, Marketing, and Customer Success organizations.

What We Offer

• A mission-driven and value-based company dedicated to empowering deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup with over $120M in funding
• Work directly with the founding team and industry veterans to accelerate your career
• Competitive salary and equity
• Comprehensive health coverage: medical, dental, and vision. We pay 90% of premiums for employees and 80% for dependents
• In-office amenities and stocked kitchen
• 401(k) Plan
• Flexible PTO

Salary Range

The base salary range for this role is $90,000 to $120,000 in Lehi, Utah. This range is not inclusive of our equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.