RevOps Analyst
Needham, MA - USA
Job Summary
We are hiring a Revenue Operations Analyst to help design operationalize and continuously improve our Sales and broader GTM function. This is a high-impact individual contributor role for someone who thrives in ambiguity brings strong judgment and takes ownership of outcomes.
You will partner closely with Sales Marketing Customer Success and Finance to translate strategy into execution. This role requires both hands-on operational rigor and the ability to think systemically about how we scale revenue.
This is not a support or ticket-taking role. It is a builder role with autonomy visibility and influence.
Heres What Youll Do:
- Design and operationalize the end-to-end sales process from lead intake through closed-won and customer handoff
- Own HubSpot execution including data integrity workflows reporting and scalable process design
- Build and maintain pipeline forecasting and performance dashboards used by GTM and executive leadership
- Partner with Sales leadership on territory design quota setting and coverage models
- Identify gaps in process tooling or data-and proactively design solutions
- Improve forecast accuracy and pipeline visibility through disciplined operating rhythms analyzing pipeline health and monitor conversion rates.
- Translate complex data into clear insights that drive better decisions
- Collaborate closely with Finance to ensure alignment on forecasting revenue reporting and planning
- Partner with Finance to support commission calculations ensuring accurate sales compensation through clean data reporting and process alignment
- Support sales enablement through documentation insights and operational clarity
- Act as a thought partner to GTM leaders as the organization scales
What You Bring to the Table:
- Bachelors degree required (Business Finance Analytics or related field preferred)
- 46 years of experience in Revenue Operations Sales Operations or GTM Operations
- Strong analytical skills and comfort working with dashboards forecasts and models
- 2-3 years of experience working in Hubspot and pulling data/reports
- Advanced proficiency in Excel/Google Sheets (modeling pivots formulas)
- Proven ability to operate autonomously with sound judgment
- Experience partnering with senior Sales and GTM leaders
- Strong communicator who can influence without authority
- High attention to detail with a bias toward action and continuous improvement
- Builder Mindset
At Advisor360 builders:
- Take extreme ownership of outcomes
- See ambiguity as an opportunity to lead
- Raise risks early and propose solutions
- Balance speed with rigor and quality
- Care deeply about how work gets done-not just the result
We are building for scale and this role helps shape the foundation.
Why Youll Love Working Here:
Its not just about workits about building a career and enjoying the ride! Heres what you can expect:
We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries annual performance-based bonuses and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits including dental life and disability insurance. We also trust our employees to manage their time effectively which is why we offer an unlimited paid time off program to help you perform at your best every day.
Join us on this journey. Advisor360 is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique authentic selves to work each and every day. The way we see it we are here to learn from each other.
The estimated base salary range for this position is $92000 -$108000 Bonus Equity
Advisor 360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including but not limited to individual candidate experience skills and qualifications.
Additionally Advisor360 leverages current market data to determine compensation therefore posted compensation figures are subject to change as new market data becomes available. The salary other forms of compensation and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time subject to applicable law.
While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States we are unable to sponsor or take over sponsorship for employment visas at this time.
To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.
Advisor360 will only communicate with a job applicant directly from an @ email address and will never conduct an interview in a chatroom forum. During an interview Advisor360 will not request any form of payment from the applicant or information regarding an applicants bank or credit card.
Should you have any questions regarding the application process please contact Advisor360 at
Required Experience:
IC
About Company
At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client exper ... View more