Revenue Operations Analyst II

Affirm
Canada
RemoteCareer-pivot friendly

Who this role is best for

A natural match if you have mid-level experience in revenue operations with a focus on automation and cross-functional collaboration.

Best fit for

  • Mid-level professionals with experience in revenue operations and automation tooling
    — “2+ years of revenue operations, sales operations, or marketing operations experience
  • Candidates who thrive in cross-functional environments and have strong documentation habits
    — “A strong sense of organization, a growth mentality, and a bias toward documenting and systematizing repeatable processes
  • Individuals with experience in lead lifecycle management and Salesforce administration
    — “Proficiency in Salesforce (experience as an administrator is a plus)

Things to consider

  • Some roles may require occasional in-office work despite being remote-first
    — “you will occasionally be required to work out of your assigned Affirm office
  • The role demands a high level of stakeholder management across multiple departments
    — “managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others

How to stand out

  • Highlight your experience with lead routing tools and data enrichment platforms
    — “Experience with lead routing tools (e.g., RingLead, LeanData), data enrichment tools (e.g., Clay, Zoominfo)
  • Demonstrate your ability to define and manage lifecycle processes in your resume and interview responses
    — “Own and define lead routing logic, automation triggers, and lifecycle dependencies
  • Showcase your track record in funnel performance measurement and actionable insights
    — “Support attribution tracking and funnel conversion analysis for Marketing, BDA, and early funnel performance
  • Emphasize your skills in workflow automation and improving lead management efficiency
    — “Own workflow automations (e.g., Slack notifications, cross-tool workflows, process triggers)
  • Demonstrate your ability to partner with systems teams for tooling improvements
    — “Collaborate with the Business Systems team to improve Salesforce and adjacent GTM tooling
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid

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

What success looks like

  • optimized lead routing
  • improved data integrity
Typical background
sales operationsmarketing operations

Skills & requirements

Required

Revenue OperationsProcess OptimizationData Analysis

Preferred

Salesforce AdministrationMarketing Automation

Stack & domain

SalesforcePardotHubSpotExcelGoogle SheetsMatlabPythonC/c++

About the role

Original posting from Affirm via Greenhouse

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.

About the Team: 

We're looking for a curious, driven analyst to join our Revenue Operations team. Revenue Operations serves as the backbone of the Revenue organization at Affirm. We follow a data-driven approach that combines elements of strategy, systems, process, and analytics to align go-to-market motions across the organization.

About the Role:

As a Revenue Operations Analyst II, you will be a key partner to our Marketing, Business Development, and early Sales teams - focused on making the top of the funnel predictable, clean, and scalable. You'll design and optimize the processes, automation, and tooling that govern how leads, contacts, and accounts enter the revenue funnel, ensuring downstream teams can execute with confidence. The ideal candidate is equal parts tactical, building automation and workflows, and strategic thinking through lifecycle design, routing logic, and coverage models that scale with the business.

What You'll Do:

Design and optimize top of funnel merchant lifecycle processes — from Marketing touch through Contact creation, Account readiness, and Discovery handoff — with an emphasis on automation, data quality, and clear documentation

Own and define lead routing logic, automation triggers, and lifecycle dependencies that govern how leads and accounts move through the top of funnel; partner with Business Systems for implementation

Own cross-functional initiatives end to end — managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others

Support attribution tracking and funnel conversion analysis for Marketing, BDA, and early funnel performance to surface actionable insights

Own workflow automations (e.g., Slack notifications, cross-tool workflows, process triggers) that improve speed-to-lead and reduce manual work

Collaborate with the Business Systems team to improve Salesforce and adjacent GTM tooling for lead and account management efficiency; define processes to ensure data integrity at funnel entry

Partner with Revenue Enablement to train and support revenue teams on top of funnel processes and tooling changes

What We Look For:

BA/BS or equivalent 4-year degree required

2+ years of revenue operations, sales operations, or marketing operations experience

Proficiency in Salesforce (experience as an administrator is a plus); familiarity with marketing automation platforms (e.g., Pardot, HubSpot)

Mastery of Excel / Google Sheets and a solid understanding of business intelligence tools

Experience with lead lifecycle management, lead routing tools (e.g., RingLead, LeanData), data enrichment tools (e.g., Clay, Zoominfo), or lead scoring and attribution frameworks is preferred

Proven ability to manage and maintain relationships with key stakeholders in a fast-paced environment, ensuring alignment and engagement throughout projects

Prior experience in data analysis, reporting, and funnel performance measurement

A strong sense of organization, a growth mentality, and a bias toward documenting and systematizing repeatable processes

Pay Grade - H

Equity Grade - 3

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

CAN base pay range per year: $77,000 - $127,000

#LI-Remote

Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment. Affirmers in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned Affirm office. A limited number of roles remain office-based due to the nature of their job responsibilities.

We’re extremely proud to offer competitive benefits that are anchored to our core value of people come first. Some key highlights of our benefits package include: 

Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents 

Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses

Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge

ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount

We believe It’s On Us to provide an inclusive interview experience for all, including people with disabilities. We are happy to provide reasonable accommodations to candidates in need of individualized support during the hiring process.

[For U.S. positions that could be performed in Los Angeles or San Francisco] Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles Fair Chance Initiative for Hiring Ordinance, Affirm will consider for employment qualified applicants with arrest and conviction records.

By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as described therein.

Source: Affirm careers (Greenhouse)

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