Senior RevOps Analyst

• Partner with Finance and Sales leadership on key planning processes including target, quota setting and territory planning
• Define and standardize reporting processes, monitor performance metrics, and forecast results for business reviews and strategic planning
• Ensure scalable processes and systems are in place to support a growing mortgage sales team, including infrastructure and automation enhancements
• Provide input to the development and delivery of sales reports and dashboards, offering insights and recommendations based on data analysis to support decision-making
• Manage and improve forecasting processes to ensure accurate and timely sales projection, facilitating effective resource allocation and planning
• Work closely with cross-functional teams, including Sales, Marketing, Finance, and Product to align strategies and optimize the organization's sales initiatives
• Track and analyze key performance metrics, offering insights and developing strategies to enhance sales effectiveness
• Provide insights to optimize mortgage vertical performance by analyzing customer behavior, spending patterns, and identifying churn triggers

• Bachelor’s degree in Business Administration, Economics, Engineering, or a related field
• 4+ years of experience in Revenue Operations and Strategy
• Experience working directly with sales leadership
• Proven track record of successful sales operations management and strategy implementation
• Ability to prioritize tasks and thrive in a fast-paced environment, demonstrating a proactive approach to continuous improvement and efficiency
• A strong sense of intellectual curiosity and a focus on scaling processes through automation and repeatable methods
• Proficiency with Salesforce, basic SQL, data visualization tools, sales forecasting and prospecting tools

Experience working with cross-functional teams in a mortgage or financial services context

• A fast-paced and collaborative environment
• Learning and development allowance
• Competitive cash and equity compensation, and opportunity for advancement
• 100% medical, dental, and vision coverage
• Up to $25K reimbursement for fertility, adoption, and parental planning services
• Flexible PTO policy
• Monthly wellness stipend
• Lunch five times a week
• A commuter stipend
• An abundance of snacks and beverages
• A relocation stipend may be available for those willing to relocate to a Checkr hub location