Revenue Operations Analyst

Description

The Revenue Operations Analyst supports Lima One Capital's revenue technology stack including tools such as Salesforce, Gong, Nooks, HubSpot, and supporting data tools with a focus on day-to-day system health, business-layer configuration, and data enablement. This role partners closely with a Senior System Administrator and maintains a formal dotted-line relationship to IT for activities touching compliance, user access, and cross-system integrations.

In this role, you will be hands-on building and implementing new functionality across the entire Sales and Marketing technology stack. This role is ideal for someone who is analytically minded, comfortable in CRM and sales intelligence platforms, and eager to translate system capabilities into business performance.

Job Responsibilities

CRM Configuration & Enablement (Salesforce)

• Build and maintain Salesforce reports, dashboards, and page layouts in support of Revenue Operations, Marketing, and Sales.
• Create and modify Salesforce flows for business process automation.
• Assist in quality assurance (QA) testing for Salesforce releases and configuration updates, coordinating with IT on change control documentation.
• Submit user access requests for Salesforce through IT's provisioning process; do not independently provision or modify user permissions.

System Integration Health & Hygiene

• Configure and manage trackers, alerts, and conversation intelligence settings within different system to help IT and RevOps management assess issues across integrations and usability bugs.
• Monitor and resolve system errors; escalate integration issues between systems and Salesforce to IT for resolution. Identify and escalate connectivity issues with Gong to IT support.
• Document new flow triggers or automation needs across systems and submit to IT for integration review prior to implementation.

System Manager & Specialist

• Building workflows, cadences, and automation directly within existing Sales stack
• Analyze and optimize existing sequences and manage dialer configurations in the telephony and sales cadence systems
• Manage seat license assignments in coordination with IT (licenses affecting SOX-scoped billing or access require IT log entry).

Data Integrity & Lead Routing

• Use Data-integrity tools to identify duplicate records, missing fields, and lead routing inconsistencies — flagging recommended remediation to IT and Rev Ops leadership before bulk changes are applied.
• Work with Distribution Engine to configure and optimize lead routing rules and queue assignments; document queue logic changes for IT change log inclusion.
• Support speed-to-lead improvement initiatives through data hygiene and routing rule refinement.

Prospecting Data & Segmentation

• Use 3rd party market data tools to identify prospect segments and support pipeline development and RevOps/Marketing/Sales campaigns
• Deliver segmentation opportunities, analyses, and data outputs to sales and marketing leadership.

Revenue Technology Support & Project Coordination

• Serve as the first point of contact for Revenue Ops tech stack questions and minor troubleshooting for individuals sales representatives.
• Log support tickets with IT for integration errors, system outages, or configuration issues requiring elevated access.
• Create and manage project tasks in project management tool to track enhancements, bug fixes, and system improvement initiatives.

Requirements

• Excellent communication skills, both verbal and written, and able read nonverbal ques
• Bachelor's degree in Business Administration, Marketing, Information Systems, Data Analytics, Finance, or a related field, or equivalent professional experience.
• 1–4 years of experience in Revenue Operations, Sales Operations, Marketing Operations, CRM Administration, Business Analytics, or a related SAAS (software as a service) role.
• Hands-on experience working within a CRM, including reports, dashboards, fields, page layouts, workflows, or automation tools.
• Familiarity with sales and marketing technology (saas) platforms such as Salesforce, HubSpot, Gong, Nooks, Outreach, Salesloft, ZoomInfo, or similar revenue technology solutions.
• Strong analytical and problem-solving skills with the ability to identify trends, troubleshoot data issues, and recommend process improvements.
• Experience working with data management, lead routing, data hygiene, duplicate management, and reporting best practices.
• Proficiency in Microsoft Excel and/or Google Sheets, including data manipulation, formulas, filtering, and reporting.
• Strong organizational and project management skills with the ability to manage multiple priorities, document processes, and meet deadlines in a fast-paced environment.
• Excellent written and verbal communication skills with the ability to effectively support end users, document requirements, and communicate technical concepts to non-technical stakeholders.
• Demonstrated curiosity and willingness to learn new technologies, business processes, and revenue operations best practices.

What We Offer

Industry Leading Benefits:

• Medical, Dental and Vision Insurance
• Life Insurance, Short-Term Disability, and Long-Term Disability
• Hospitalization and Accidental Insurance
• Flexible Spending Accounts – Health and Dependent Care
• Health Savings Account
• Safe Harbor 401K with company match
• Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care)
• Pet Insurance

Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays – that’s about a month of time to rest, relax, and recharge every year.

Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career.

New Headquarters: Join us in our brand new, thoughtfully designed office in the heart of Downtown Greenville (parking is paid for!)

Why Lima One?

At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide.

• Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010
• Geography: 46 states + D.C. where we revitalize neighborhoods
• Employees: ~250 employees with competitive benefits and perks
• Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success
• Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity

Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com.

Lima One Capital does not sponsor H1B Visas. To be considered for employment, a candidate must be authorized to work in the United States for any employer and not require sponsorship, now or in the future.

Notice to Third Party Recruiters and Agencies

Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email [email protected] (Subject: Agency Partner Request).