[All remote jobs](https://jobicy.com/jobs.md)[![SOCi logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/d4748508-221.jpg)](https://jobicy.com/company/soci.md)[SOCi](https://jobicy.com/company/soci.md) # Revenue Operations Analyst AI Summary SOCi is hiring a Revenue Operations Analyst to support Sales, Customer Success, Marketing, and Revenue Operations through scalable processes, CRM reporting, and operational coordination. The role owns request-queue triage, customer cancellation and offboarding workflows, Salesforce reporting, data quality, and process documentation. The analyst will build executive-ready dashboards, investigate revenue-system discrepancies, and partner with cross-functional stakeholders to improve efficiency. Success requires advanced Salesforce reporting skills, strong analytical judgment, quality assurance discipline, and the ability to manage multiple priorities in a fast-paced SaaS environment.[Apply for this job](#job-application)[View company](https://jobicy.com/company/soci.md)ShareRemote from[Canada](https://jobicy.com/job-region/canada.md)SalaryCAD 60k–80k / yrDepartment[Product & Operations](https://jobicy.com/categories/management.md)EmploymentFull TimeExperienceDirectorPublished12 Nov 2026Apply before12 Dec 2026Listing views51Application actions2Application toolkit ## Make your next move. Prepare your resume, explore your fit, and draft a cover letter for this opportunity. Opportunity details ## About this role. Who We Are: [SOCi](https://jobicy.com/company/soci.md) is the leader in AI-powered marketing solutions for multi-location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before. SOCi is recognized by Fast Company as one of the World’s Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. Founded in 2012 and backed by leading strategic investors, SOCi is transforming how multi-location brands manage and scale their marketing efforts. You can view our Awards and Accolades [here](https://www.soci.ai/culture/)! ### About the Role We are seeking a highly organized, analytical, and process-oriented Revenue Operations Analyst to support our Customer Success, Sales, and Marketing organizations. This role will serve as a key operational partner across the customer lifecycle, helping teams operate efficiently through strong queue management, Salesforce administration and reporting, Customer Success operations, and cross-functional process management. The ideal candidate is comfortable working across multiple teams, can translate business needs into operational solutions, and has advanced Salesforce reporting skills. This person should be equally comfortable investigating an operational issue, building an executive-ready dashboard, coordinating a cancellation across multiple departments, and identifying opportunities to improve the underlying process. ### Key Responsibilities ### Revenue Operations Queue Management * Own the day-to-day management of the Revenue Operations request queue. * Review and triage incoming cases, determine priority and appropriate ownership, and route requests to the correct Revenue Operations team member or functional owner. * Manage assigned cases from intake through resolution, ensuring timely communication and appropriate follow-up with stakeholders. * Monitor queue health, aging, volume, and resolution times to ensure requests are addressed within established service-level expectations. * Identify recurring requests and issues that may indicate opportunities for process improvement, automation, documentation, or enablement. * Maintain clear documentation of case resolutions and operational changes. ### Customer Success Operations * Serve as a primary Revenue Operations point of contact and operational partner for the Customer Success organization. * Partner with Customer Success leaders and team members to understand business requirements and translate them into scalable processes, reporting, and system improvements. * Support changes and enhancements to Salesforce and other Revenue Operations tools used by Customer Success. * Partner closely with Customer Success Enablement to ensure alignment and understanding of processes, tools, documentation, and enablement assets impacted by operational changes. * Help document and standardize Customer Success operational processes and identify opportunities to improve efficiency and scalability. * Support testing and quality assurance for system, workflow, and process changes before deployment. ### Cancellation & Offboarding Operations * Manage and oversee the end-to-end customer cancellation process. * Coordinate across Customer Success, Implementation/Offboarding, Billing, Finance, and other stakeholders to ensure cancellations are processed accurately and on time. * Perform quality assurance throughout the cancellation process to ensure required information is complete, systems are updated appropriately, and downstream teams receive the information they need. * Identify and resolve discrepancies or process gaps that could impact customer offboarding, billing, reporting, or revenue data. * Maintain documentation and controls to ensure a consistent and auditable cancellation process. * Analyze cancellation trends and surface insights or recurring operational issues to Revenue Operations and Customer Success leadership. ### Reporting & Analytics * Develop and maintain Salesforce reports and dashboards supporting Sales, Customer Success, Marketing, and Revenue Operations. * Partner with business stakeholders to understand reporting requirements and translate them into accurate, actionable reporting. * Provide Clari and CAP reporting to Customer Success leadership as needed. * Build recurring and ad hoc reporting to support leadership decision-making and operational reviews. * Perform quality assurance and validation of reporting to ensure data accuracy and consistency. * Investigate discrepancies across Salesforce and other revenue systems and partner with appropriate teams to resolve data issues. * Help establish consistent definitions and reporting methodologies for key revenue and customer metrics. ### Salesforce & Data Management * Serve as a Salesforce reporting subject matter expert within Revenue Operations. * Build and maintain advanced Salesforce reports, dashboards, report types, filters, formulas, and related reporting solutions. * Support data quality initiatives by identifying incomplete, inconsistent, or inaccurate CRM data. * Partner with Revenue Operations and system administrators to recommend improvements to Salesforce fields, workflows, processes, and reporting structures. * Assist with user acceptance testing and quality assurance for Salesforce enhancements. * Help maintain documentation related to Salesforce processes, reporting definitions, and operational workflows. ### Process Improvement & Operational Excellence * Identify opportunities to streamline manual processes and improve operational efficiency. * Document current-state and future-state processes, requirements, and standard operating procedures. * Partner cross-functionally to implement process improvements and measure their effectiveness. * Look for opportunities to reduce repetitive requests through automation, self-service reporting, documentation, and enablement. * Maintain strong attention to detail while balancing multiple requests, projects, and priorities. ### Qualifications * 2+ years of experience in Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related analytical/operational role. * Strong Salesforce experience with an advanced understanding of reports and dashboards. * Experience working with CRM data and translating business requirements into reporting or operational solutions. * Strong analytical skills with the ability to investigate data, identify trends, and communicate findings clearly. * Strong project and process management skills with the ability to manage work from intake through completion. * Excellent attention to detail and commitment to data accuracy and quality assurance. * Strong written and verbal communication skills. * Demonstrated ability to work effectively with stakeholders across multiple departments. * Ability to prioritize competing requests and operate effectively in a fast-paced environment. * Comfortable identifying problems, recommending solutions, and taking ownership through resolution. ### Preferred Qualifications * Experience supporting a SaaS or recurring-revenue business. * Experience supporting Customer Success operations and customer lifecycle processes. * Experience with Clari or similar revenue intelligence/forecasting platforms. * Experience with ticketing or case-management workflows. * Experience working with customer cancellation, offboarding, billing, or renewal processes. * Experience with data visualization or business intelligence tools. * Familiarity with revenue metrics including ARR, churn, retention, renewals, pipeline, and forecast reporting. * Experience identifying opportunities for workflow automation and operational scale. SOCi expects to pay a base salary in the range of $60,000 to 80,000 CAD base salary. Within the range, individual pay is determined by factors such as job-related skills, experience, and relevant education or training. What SOCi Provides to You * Comprehensive Benefits Package (full-time permanent, non-contract roles only) * Health insurance plans, dental, and vision * Wellness incentives * 401(k) plan with employer match * Flexible Work Environment (full-time, non-contract roles only) * Flexible paid time off * Quarterly wellness days * Paid holidays * Unique employee engagement programs * Empowering Career Growth and Success What’s Important at SOCi Led by a team of industry experts, SOCi is leading the pack in agentic marketing for multi-location brands. Our passionate team of SOCialites work from home around the globe! Our collaborative, dynamic culture allows our teams to work cross-functionally and optimize productivity. We are a fast-paced, agile environment where thought leadership and input are encouraged. If you are looking for a place where you can come and make a difference in the way enterprise organizations utilize social technology, then SOCi is for you. Visit [soci.ai](http://soci.ai) for more information. #LI-Remote Show more [Apply now >](https://jobicy.com/jobs/161558-revenue-operations-analyst-2.md) * ![Upload CV](data:image/svg+xml;base64,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) ### Upload your resume now To unlock remote work opportunities and be discovered by global employers. This job listing has been manually reviewed by the Jobicy Trust & Safety Team for compliance with our posting guidelines, including verification of the company's legitimacy, accuracy of job details, clarity of remote work policy, and absence of misleading or fraudulent content. ## Role DNA A quick view of the complexity, pace, ownership and collaboration implied by the job description. ### Job Complexity 4/5EasyHard ### Pace & Pressure 4/5RelaxedFast-paced ### Autonomy Level 4/5GuidedFull ownership ### Communication Load 5/5IndependentCollaborative AI insightThis role combines Salesforce reporting expertise with cross-functional process ownership across the full customer lifecycle. It requires independent problem solving, careful data validation, and effective coordination among teams with competing priorities. ## Salary analysis Estimated compensation compared with the broader CA market for similar roles. Estimated job median (per year)Market rateC$70,000CA market range (per year)C$60k–C$85k0C$93.50k AI insightThe yearly pay period is inferred from the job context; it was not explicitly stated by the employer. The employer discloses a CAD 60,000–80,000 base-salary range. The annual cadence is inferred from the full-time professional role and the stated salary magnitude, as the posting does not explicitly state a pay period. A reasonable estimated market range for a Revenue Operations Analyst in Canada is CAD 60,000–85,000 per year. ## Core skills Skills and capabilities most closely associated with this opportunity. [Revenue Operations](https://jobicy.com/jobs?search_keywords=Revenue%20Operations.md)[Salesforce Reporting](https://jobicy.com/jobs?search_keywords=Salesforce%20Reporting.md)[Salesforce Dashboards](https://jobicy.com/jobs?search_keywords=Salesforce%20Dashboards.md)[CRM Data Management](https://jobicy.com/jobs?search_keywords=CRM%20Data%20Management.md)[Customer Success Operations](https://jobicy.com/jobs?search_keywords=Customer%20Success%20Operations.md)[Data Analysis](https://jobicy.com/jobs?search_keywords=Data%20Analysis.md)[Process Improvement](https://jobicy.com/jobs?search_keywords=Process%20Improvement.md)[Queue Management](https://jobicy.com/jobs?search_keywords=Queue%20Management.md)[Cancellation Operations](https://jobicy.com/jobs?search_keywords=Cancellation%20Operations.md)[Quality Assurance](https://jobicy.com/jobs?search_keywords=Quality%20Assurance.md)[Cross-functional Collaboration](https://jobicy.com/jobs?search_keywords=Cross-functional%20Collaboration.md)[Business Process Documentation](https://jobicy.com/jobs?search_keywords=Business%20Process%20Documentation.md)[Clari](https://jobicy.com/jobs?search_keywords=Clari.md)[Stakeholder Management](https://jobicy.com/jobs?search_keywords=Stakeholder%20Management.md) Sample interview questionsHow would you prioritize and manage a high-volume Revenue Operations request queue?I would establish clear intake categories, service-level expectations, priority criteria, and ownership rules. I would monitor aging, volume, blockers, and recurring request types through a dashboard, communicate status proactively, and use recurring patterns to recommend automation, documentation, or self-service solutions. Describe how you would build a Salesforce dashboard for Customer Success leadership. I would first clarify the decisions the leaders need to make and define the metrics, data sources, filters, and reporting cadence. I would validate field definitions and data quality, build reports with appropriate formulas and segmentation, test results against source records, and present a concise dashboard with actionable trends and drill-down capability. What steps would you take to ensure a customer cancellation is processed accurately? I would use a documented workflow and checklist covering required approvals, effective dates, billing status, system updates, customer communications, and downstream handoffs. I would validate critical fields, resolve discrepancies before completion, document exceptions, and conduct periodic audits to identify control or process gaps. How do you investigate a discrepancy between Salesforce and another revenue system? I would define the affected metric and population, compare record identifiers and timestamps, verify transformation logic and integration status, and isolate whether the issue comes from source data, field mapping, workflow timing, or reporting logic. I would document findings, coordinate remediation with system owners, and validate the correction after deployment. Give an example of how you would turn a recurring operational issue into a scalable improvement. I would quantify the frequency, effort, impact, and root cause of the issue, then map the current process with the stakeholders involved. Based on the findings, I would propose options such as workflow automation, a Salesforce field enhancement, standardized documentation, or self-service reporting, pilot the solution, and measure its effect on turnaround time and data quality. Next step ## Apply now. Follow the employer’s application method and review Jobicy’s safety guidance before sharing personal information. Keep exploring ## Related remote jobs. * ![Elevenlabs logo](https://jobicy.com/data/server-nyc0409/galaxy/mercury/2025/06/e01b4c5d-221.png) Elevenlabs Nov 12 New ### [Company Operations Lead](https://jobicy.com/jobs/161640-company-operations-lead-2.md) About ElevenLabs ElevenLabs is an AI research and product company transforming how we interact with technology. We launched in January 2023 with the first human-like AI voice model. 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