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Affirm is seeking a Revenue Operations Analyst II to join its Revenue Operations team on a remote basis. In this role, you will support the top of the sales funnel by designing and optimizing processes, automation, and systems that enable Marketing, Business Development, and Sales teams to operate efficiently. You will partner across the organization to ensure lead and account data flows cleanly through the revenue pipeline, combining tactical process work with strategic thinking about lifecycle design and scalability.
Responsibilities
- Design and optimize merchant lifecycle processes from initial Marketing engagement through Contact creation, Account readiness, and Sales handoff, with focus on automation, data quality, and documentation
- Define and own lead routing logic, automation triggers, and lifecycle dependencies that govern lead and account progression; coordinate with Business Systems for implementation
- Manage cross-functional initiatives end-to-end, coordinating with stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Operations, and Analytics
- Support attribution tracking and funnel conversion analysis to identify performance insights for Marketing, Business Development, and early-stage funnel teams
- Build and maintain workflow automations (Slack notifications, cross-tool workflows, process triggers) to improve lead response time and reduce manual work
- Partner with Business Systems to enhance Salesforce and related go-to-market tools for lead and account management; establish data integrity processes at funnel entry points
- Work with Revenue Enablement to train and support revenue teams on top-of-funnel processes and tooling updates
Requirements
- Bachelor's degree or equivalent
- 2+ years of hands-on experience in revenue operations, sales operations, or marketing operations
- Proficiency with Salesforce (administrative experience preferred)
- Familiarity with marketing automation platforms such as Pardot or HubSpot
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