Revenue Operations Analyst

Perplexity
San Francisco +1 more

Who this role is best for

Aimed at mid-level Revenue Operations Analysts who lead process automation and cross-functional execution. Requires technical fluency in Salesforce, SQL, and AI tools, with collaboration spanning sales, marketing, and finance teams in San Francisco or New York City.

Best fit for

  • Candidates with mid-level experience in B2B revenue operations and a history of independent project ownership
    — “3+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Systems, or a similar role
  • Professionals adept at using AI to automate operational tasks and improve revenue funnel efficiency
    — “Use Computer and other AI tools to automate research, enrichment, routing, pipeline inspection
  • Individuals skilled in maintaining data integrity across multiple systems and collaboration channels
    — “Investigate and resolve data quality issues across Salesforce, Snowflake, marketing systems

Things to consider

  • Commitment to cross-departmental coordination with Sales, Marketing, and Finance teams
    — “Work directly with Sales, Marketing, Customer Success, Finance, Analytics, and Enterprise Systems

How to stand out

  • Highlight AI implementation experience in operational automation on your resume
    — “Use Computer and other AI tools to automate research, enrichment, routing
  • Demonstrate Salesforce configuration expertise with specific examples of dashboards or workflows built
    — “Build and maintain Salesforce reports, dashboards, fields, flows, validation rules
  • Quantify past impact on funnel conversion rates or data accuracy improvements
    — “Build reporting across funnel conversion, pipeline health, source performance
  • Showcase independent project management with metrics on time-to-rollout or process efficiency gains
    — “A track record of leading operational projects from problem definition through rollout
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid Level

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • improved sales processes
  • accurate data reporting
Typical background
3+ years in Revenue Operations or similar roles

Skills & requirements

Required

Salesforce ExperienceSQL And Analytical SkillsB2B Sales Process UnderstandingTroubleshooting SkillsProject Management

Preferred

AI Tools Usage

Stack & domain

SalesforceSQLB2B Sales ProcessesTroubleshootingOperational ProjectsCommunicationAttention To DetailAI ToolsProcess ImprovementData AnalysisSalesforce ConfigurationPipeline ManagementOperational SupportTrainingSales OperationsRevenue OperationsCRM

About the role

Original posting from Perplexity via Ashby

At Perplexity, we're changing how the world finds answers. In 2026, we launched Computer, the defining product for the new era of agentic AI. Millions of people now use Perplexity to transform knowledge into action, and our revenue operations team builds the processes and systems that help bring those products to businesses around the world.

We're looking for a Revenue Operations Analyst who wants to do more than maintain a CRM or produce reports. This is an early, high-impact role where you'll work at the forefront of process, execution, and systems for our enterprise go-to-market organization. You will help determine how demand is attributed, how leads and accounts are routed, how opportunities move through the funnel, and how the business measures performance.

You will work directly with Sales, Marketing, Customer Success, Finance, Analytics, and Enterprise Systems to turn strategy into clean day-to-day execution. We give our operations team the same AI tools we build for everyone else, and we expect you to use them to eliminate manual work, identify issues, and improve how the revenue organization operates.

WHAT YOU’LL DO:

  • Own and improve the day-to-day processes that move leads, accounts, contacts, and opportunities through the revenue funnel
  • Maintain accurate attribution across inbound, outbound, product-led growth, partner, referral, and event motions
  • Run and improve lead, account, and opportunity routing, including territory rules, ownership logic, rules of engagement, and exception handling
  • Build and maintain Salesforce reports, dashboards, fields, flows, validation rules, and other process configuration
  • Support pipeline reviews and forecasting by improving opportunity hygiene, stage accuracy, close dates, next steps, and follow-through
  • Build reporting across funnel conversion, pipeline health, source performance, rep productivity, and operational SLAs
  • Investigate and resolve data quality issues across Salesforce, Snowflake, marketing systems, sales engagement tools, and product usage data
  • Use Computer and other AI tools to automate research, enrichment, routing, pipeline inspection, quality assurance, documentation, and repetitive operational work
  • Partner with Sales Systems Engineering on larger integrations and technical projects, while owning business requirements, testing, rollout, and adoption
  • Document processes, train users, and provide fast operational support to sales representatives and front-line leaders

QUALIFICATIONS:

  • 3+ years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Systems, or a similar role at a high-growth B2B company
  • Hands-on Salesforce experience, including reports, dashboards, data models, flows, validation rules, and process configuration
  • Strong SQL and analytical skills, with the ability to pull your own data, reconcile discrepancies, and translate findings into action
  • A strong understanding of B2B sales processes, including attribution, routing, account ownership, opportunity stages, pipeline inspection, and forecasting inputs
  • Sharp troubleshooting instincts and the ability to trace an operational problem across process, data, systems, and user behavior
  • A track record of leading operational projects from problem definition through rollout with minimal supervision
  • Clear communication, strong attention to detail, and a genuine interest in using AI to automate away busywork

Source: Perplexity careers (Ashby)

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