Steer · 12 hours ago
Revenue Operations Analyst
United States
Full-time
Remote
Entry, Mid Level
2+ years expSteer is a company that offers a suite of software tools for automotive repair shops, focusing on enhancing profitability and efficiency. The Revenue Operations Analyst will architect the revenue lifecycle and go-to-market workflows, ensuring seamless transitions between Sales, Customer Success, and Onboarding while optimizing processes and maintaining data integrity.
CommercialCustomer ServiceManagement ConsultingProfessional Services
Responsibilities
Own Deal Integrity & Flow: Audit "Closed Won" deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly
Optimize GTM Workflows: Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer "falls through the cracks."
Enhance GTM Process + Strategy: Partner with Marketing, Sales, Customer Success and Finance to optimize existing processes and implement new ones when strategic changes occur
Monitor the Revenue Engine: Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses
Drive Data Compliance: Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data
Systems Reconciliation: Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes
Qualification
Required
2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle
High proficiency in HubSpot is non-negotiable. You should have deep experience with Workflows, Custom Objects, and Deal Stage automation and implementing 3rd party systems and workflows
Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns
Proven experience managing the 'Hand-off' process (Sales-to-Onboarding) within a B2B environment
Preferred
Experience with HubSpot Operations Hub or Advanced Sequences
Background in a SaaS environment with a focus on high-volume/scale
Experience building Dashboards and Reports that track key go to market metrics and provide key insights to business leaders
Experience managing a deal desk or optimizing processes between CRM and Billing systems
Benefits
100% employer-paid medical insurance (plus Dental and Vision within 30 days)
Equity package
Flexible PTO (with 15 days minimum)
401(k), FSA, and HSA options
Learning Stipend & WFH Equipment
Company
Steer
Steer is a management consulting industry firm.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Greenhouse
Recruitment Business Partner
Company data provided by crunchbase