Revenue Operations Analyst, Revenue Intelligence & AI GTM Systems

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HSI

WebsiteLinkedInAll Job Openings

501 - 1000 employees

📚 Education

🏢 Enterprise

☁️ SaaS

💰 Private Equity Round on 2023-11

Education • Enterprise • SaaS

HSI is a comprehensive safety and professional development solutions provider. They offer a range of online and in-person training services including safety training, professional skills development, and industrial skills training. They focus extensively on equipping individuals and organizations with the necessary knowledge to handle safety protocols like CPR, AED, First Aid training, active shooter scenarios, and chemical management. Their services also include the use of AI-driven learning management systems to ensure compliance with safety and environmental regulations, making them a critical partner for industries such as manufacturing, oil and gas, and public safety. Moreover, HSI leverages technology to automate learning processes and integrate safety management systems into daily business operations across a multitude of sectors globally.

📋 Description

• 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 • 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

🎯 Requirements

• 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

🏖️ Benefits

• 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