Revenue Operations Analyst, Revenue Intelligence & AI GTM Systems at HSI

United States

About the Role HSI is a fast-growing global SaaS company helping organizations simplify safety, compliance, and workforce management, empowering businesses to keep their people safe, trained, and compliant. As we scale globally, we are investing in a modern, AI-enabled revenue operating model, and this role sits at the center of that shift. We are looking for a Revenue Operations Analyst to own the analytics, systems, and operating cadence that power our global go-to-market (GTM) teams. You will own the metrics, dashboards, and analysis that drive weekly pipeline reviews, forecasting, territory and capacity decisions, and executive reporting, turning GTM data into clear guidance on where to invest, what to fix, and how to grow. Your work will reach the President, CRO, and CFO directly, shaping decisions at the top of the revenue org. This is a Revenue Operations role first. You will own the operating cadence (pipeline inspection, forecast readiness, QBR/MBR support) and the GTM measurement framework behind it, partnering with our Salesforce admins on the build. Salesforce is and remains our system of record. We are looking for a builder and an operator: someone who understands GTM workflows deeply and can design and run the practical, AI-assisted systems that execute them. As HSI builds toward an operating model where people and AI agents work together, you will help define what parts of our GTM workflows run automatically, what routes to a person, and what data keeps both accurate and trusted. This is a hands-on operating role that extends beyond reporting into workflow design, systems governance, automation, and strategic GTM support. It is an early, defining seat in a function we expect to grow more strategic over time. AI is quickly becoming a core part of how go-to-market work gets done. You will help strengthen HSI's revenue intelligence by building a trusted source of truth across the full revenue lifecycle. Key Responsibilities Own the metrics, dashboards, and analysis behind weekly pipeline reviews, forecasting, and executive reporting across our global GTM org Deliver executive-ready insights on pipeline health, forecast risk, sales productivity, and revenue trends, with clear recommendations Own the weekly pipeline inspection and forecast cadence: prepare leader-ready views, monitor stage hygiene, and drive follow-up on data gaps Build and advance HSI's Tableau reporting environment, including a current, high-priority initiative to expand trusted, self-serve analytics for GTM teams Analyze stage conversion, win rate, pipeline coverage, and attainment by segment, region, and cohort to surface actionable insights Define and document KPI definitions, calculation logic, and reporting methodologies to maintain a single, trusted source of truth across the revenue lifecycle Own CRM data requirements, definitions, and governance that keep reporting consistent, trusted, and auditable, partnering with Salesforce admins on the build Partner with Sales, Marketing, Customer Success, and Finance leaders to align reporting and support QBR/MBR and weekly review cadences AI-Focused Impact Apply AI and automation to RevOps workflows like pipeline hygiene, lead routing, forecast prep, and data validation, tied to measurable business outcomes Help turn unstructured data (call transcripts, emails, meeting notes) into structured CRM intelligence, removing manual update work from reps and raising data quality at the source Help set the boundaries between automation and people: where AI can act, where human review is required, and what data quality each depends on Help run selected AI and automation use cases through testing, launch, and ongoing monitoring, tracking accuracy, exceptions, adoption, and business impact Apply HSI's security, privacy, access-control, and data-governance requirements to AI-assisted workflows, with clear human review and accountability for outputs Partner with Salesforce admins and systems teams to translate AI and automation capabilities into practical, governed workflows and data models Drive enablement as we roll out new AI tools: build training, documentation, and reusable templates, and run working sessions that help GTM teams adopt them with confidence What Success Looks Like Leaders run weekly pipeline and forecast cadences on trusted, consistent data with clearly documented definitions HSI's Tableau environment becomes a trusted, widely adopted source of self-serve analytics for the global GTM org New AI and automation tools are adopted with confidence across Sales, Marketing, and Customer Success, supported by strong enablement and governance High-value manual work is reduced through automation and AI-assisted workflows, with results tied to measurable outcomes HSI builds toward a more AI-enabled Revenue Operations model without losing rigor in process, forecasting, and reporting fundamentals This is a hands-on Revenue Operations role focused on analytics, process design, requirements, low-code automation, governance, and adoption. 3+ years in Revenue Operations, Sales Operations, or GTM Operations, including direct ownership of pipeline management, funnel reporting, and forecasting cadence Hands-on Tableau experience (required). This role will help champion an active, high-priority Tableau initiative, so strong, current Tableau skills are essential, not just general BI exposure Demonstrated experience applying AI, automation, or emerging technology to improve at least one business workflow, with attention to adoption, data quality, and measurable results Comfort working with data to build reporting and analysis (SQL, BI tools, or similar). Familiarity with cloud data warehouse environments such as Snowflake is a plus, and an area this role will grow into over time Strong, hands-on Salesforce fluency: deep working knowledge of the data model and how configuration affects pipeline, forecasting, and reporting, enough to scope clear requirements and QA changes. You partner with our admin team on the build rather than owning configuration Advanced Excel or Google Sheets skills, and a proven ability to translate business questions into metrics, analysis, and recommendations that influence leadership decisions Working knowledge of RevOps systems architecture (data flow, integrations, routing logic) and how CRM design decisions affect GTM performance Comfort operating in a high-growth environment with evolving processes and some ambiguity Preferred Experience & Skills Familiarity with low-code or no-code automation platforms such as Workato, Zapier, Make, or n8n, with a working understanding of APIs, webhooks, and system integrations Exposure to prompt design, LLM-assisted workflows (for example, Claude, ChatGPT, or Copilot), including structured evaluation of AI-generated outputs Experience in SaaS metrics and lifecycle reporting (ARR, ACV, GRR/NRR, churn, expansion, cohort analysis) Experience building enablement or training materials that drive tool adoption across GTM teams Familiarity with additional BI or data-visualization tools (Power BI, Looker) and modern data stacks Familiarity with revenue and conversation intelligence tools such as Clari, Gong, Outreach/Salesloft, or ZoomInfo Experience with lead routing, attribution, and full-funnel measurement across Marketing, Sales, and Customer Success Comprehensive benefits package supporting health, financial security, and overall well-being Medical coverage with two plan options: PPO with HRA or High Deductible Health Plan with HSA Prescription drug coverage, telehealth services, and 100% in-network preventive care included Dental and vision insurance Company-paid life and disability insurance Optional coverage: accident, critical illness, and hospital indemnity insurance Flexible spending accounts (FSA) and Health Savings Account (HSA) options Identity protection and legal services Pet insurance 401(k) with company match up to 4% Paid time off, including vacation, sick time, and company holidays Employee Assistance Program (EAP) for confidential support