About CoreView CoreView is the global leader in Microsoft 365 (M365) tenant resilience, serving over 23 million users worldwide. We empower the world’s leading organizations to master the complexity of Microsoft M365. Through robust security and precise governance, we help ensure that our client’s environments stay cyber-resilient and productive, no matter how complex they are.

Our unified, cloud-native platform delivers powerful automation, rapid value, and end-to-end visibility across the entire M365 ecosystem. Backed by world-class support and a collaborative, innovative culture, CoreView is a place where your ideas matter, and your work truly impacts global enterprises. This job requires working on East Coast hours Job Summary This is a fast-paced and constantly evolving environment that requires excellent communication skills, the ability to multi-task and meet deadlines, superb analytical skills, and the ability to team with others within the company.

We are seeking a proactive and detail-oriented Revenue Operations Analyst to join our team. In this role, you will play a crucial part in ensuring the smooth execution of sales operations by working closely with sales, finance, partners, legal, and other internal stakeholders. We’re looking for a team player that can execute within the current system while simultaneously rolling out improvements to it.

You’ll be involved across revenue operations data management projects, ad hoc request support, and sales process management. You’ll become well acquainted with internal system architecture so that you can manage bulk data uploads, SFDC updates and adjustments, and integration support. We are seeking someone with a proactive approach and ability to identify areas for improvement that will contribute to enhancing our sales operations efficiency.

You should be comfortable wearing multiple hats and jumping into support high-value/priority projects as needed. Proficiency as a Salesforce Administrator, including SFDC Admin Certification, is essential. This role also requires the necessary skills to enhance the Salesforce CRM in collaboration with the Business Analyst leader.

Furthermore, you will support the sales team and sales managers to ensure they have visibility of all sales KPIs and their performance against the reporting metrics using SFDC. Additionally, you will support the management and improvement of the quote-to-cash processes. This involves supporting and bettering our quote generation systems, price-list tables, contract review process, and order management flow.

You will collaborate with internal teams to review and approve nonstandard sales quotes, orders, and contract renewals, while also ensuring accuracy and compliance with policies. This role offers an exciting opportunity to work in a dynamic environment and make a meaningful impact on our organization's success.

Responsibilities

Support the sales team and sales managers to ensure visibility of all sales KPIs and performance metrics using SFDC. Utilize Salesforce expertise to generate reports and insights that inform data-driven decision-making. Champion process improvement initiatives to optimize the sales funnel and market penetration strategies.

Support the enhancement of sales cycles and CRM to streamline processes and improve reporting. Serve as the primary point of contact for ad-hoc revenue operations requests, bug fixes, quote challenges, and more. Maintain and update territory files, audit logs, de-duplication workflows, and other system management tasks.

Participate in driving process improvements and system upgrades. Assist sales representatives in completing quotes and provide necessary training as required. Partner with Sales and Finance to address non-compliant orders and provide clear solutions for order issue resolution.

Manage price books and communicate SKUs to resellers and distributors.

Revenue Operations Analyst - US