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As a Revenue Operations Specialist, you will support sales teams by automating workflows, analyzing pipeline and sales data, maintaining Salesforce dashboards, and ensuring data integrity within CRM systems.
At Dscout, we’re building the most flexible and powerful UX research platform on the market—trusted by the world’s top brands in finance (JP Morgan Chase, Intuit, Charles Schwab, PayPal), healthcare (Aya, Headspace), consumer goods (Keen, Verizon, Target, Northface), and tech (Google, Amazon, Facebook, Meta, Spotify, AirBnB). Our tools help teams deeply understand the humans behind their products, so they can build better ones. We are expanding our smart and driven team and would love for you to join us.
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
Of course, what is outlined above is an ideal set of expectations; however, business needs and other projects and tasks may shift, and additional tasks could be assigned at the discretion of your manager.
About Dscout
Dscout is a team of passionate, empathetic, and curious professionals. As a recognized leader in the Forrester Wave, we’re at the cutting edge of experience research technology. The power of research drives us - how in-context insights from real people can build more enjoyable products and services.
We prioritize learning, sharing, and building. We also deeply value being a diverse and inclusive team and company and look for team members who align with that belief. Join our dynamic team and help shape product roadmaps and business strategies for the world’s most loved brands.
It doesn't stop there. When you join the Dscout team, you will get:
- A strong and competitive compensation package with a built-in bonus and equity program.
- An incredible and progressive benefits package (for both you and your dependents) to support work/life balance, including flexible PTO, 15 company holidays, 12 weeks of paid parental leave, 401k match, and much more.
- An education stipend to support your growth & development, and a remote work stipend.
- A company that is open and transparent with our team. You will know what is happening and why it matters.
Dscout is an equal-opportunity employer that values diversity. We do not discriminate based on identity, including race, color, religion, national origin or ancestry, sex, gender identity and expression, age, physical or mental disability, pregnancy, veteran or military status, unfavorable discharge from military service, genetic information, sexual orientation, marital status, order of protection status, citizenship status, arrest record or expunged or sealed convictions, or any other legally recognized protected basis under federal, state, or local law.
If you need reasonable accommodations for any part of the employment process, please email us at [email protected] with the nature of your request and your contact information. We'll do everything possible to ensure you're well-prepared for success during our interview process, while also upholding your privacy, including accommodating any special requests. Please note that only inquiries regarding requests for reasonable accommodation will be responded to from this email address.
When you apply at Dscout, we will process your job applicant data, including your employment and education history, transcript, writing samples, and references, as necessary to consider your job application for open positions. For more information about our privacy practices, please visit our Privacy Policy.
Dscout participates in the E-Verify program in certain locations, as required by law.
Location Flexibility: Dscout is proud to support a remote-first workforce and enable employees to work from almost anywhere. At this time, however, we are unable to hire in the following locations: Montana, Hawaii, Alaska, and Washington DC.
Location Flexibility: Dscout is proud to support a remote-first workforce and enable employees to work from almost anywhere. At this time, however, we are unable to hire in the following locations: Montana, Hawaii, Alaska, and Washington DC.
NOTE: DSCOUT NEVER CONTACTS JOB APPLICANTS VIA TEXT, MESSENGER, OR OTHER SIMILAR APPLICATIONS. BE AWARE OF PHISHING AND SPOOFING SCAMS, BOTH VIA TEXT AND EMAIL. ONLY RESPOND TO EMAILS FROM DSCOUT.COM
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