Revenue Operations Analyst II

Affirm is seeking a Revenue Operations Analyst II to support the top of the revenue funnel across Marketing, Business Development, and early Sales teams. Based remotely in Canada, you will design and optimize the processes, automation, and systems that ensure leads, contacts, and accounts flow predictably and cleanly into the revenue organization. This role combines tactical execution—building workflows and automations—with strategic thinking around lifecycle design, routing logic, and scalability.

Responsibilities

• Design and optimize top-of-funnel merchant lifecycle processes from initial marketing touch through contact creation, account readiness, and discovery handoff, emphasizing automation, data quality, and documentation
• Define and own lead routing logic, automation triggers, and lifecycle dependencies that govern how leads and accounts progress through the early funnel; partner with Business Systems for implementation
• Manage cross-functional initiatives end-to-end, coordinating across Sales, Marketing, Partnerships, Legal, Product, Revenue Operations, Analytics, and other teams
• Track attribution and analyze funnel conversion metrics for Marketing, Business Development, and early-stage pipeline to identify and communicate actionable insights
• Build and maintain workflow automations—including Slack notifications, cross-platform workflows, and process triggers—to reduce manual work and accelerate lead velocity
• Collaborate with the Business Systems team to enhance Salesforce and related go-to-market tools for lead and account management; establish processes to maintain data integrity at funnel entry points
• Support Revenue Enablement by training and onboarding revenue teams on top-of-funnel processes and tooling updates

Requirements

• Bachelor's degree or equivalent 4-year degree
• 2+ years of hands-on experience in revenue operations, sales operations, or marketing operations
• Proficiency in Salesforce; Salesforce administrator experience is a plus
• Hands-on experience with marketing automation platforms such as Pardot or HubSpot
• Advanced proficiency in Excel and Google Sheets