Role overview

SOCi is seeking a Revenue Operations Analyst to support Customer Success, Sales, and Marketing teams across the customer lifecycle. As an AI-powered marketing solutions leader serving nearly 1,000 brands including Ford and Ace Hardware, SOCi needs a detail-oriented professional to strengthen operational efficiency through queue management, Salesforce administration, and cross-functional coordination.

Key responsibilities

Manage the Revenue Operations request queue by triaging incoming cases, determining priority levels, and routing requests to appropriate team members while monitoring queue health and resolution times.
Serve as the primary operational partner for the Customer Success organization by understanding business requirements, translating them into scalable processes, and recommending system improvements.
Oversee the complete customer cancellation and offboarding process by coordinating across multiple departments including Customer Success, Billing, and Finance to ensure accurate and timely processing.
Develop and maintain Salesforce reports and dashboards for Sales, Customer Success, Marketing, and Revenue Operations leadership, including Clari and CAP reporting.
Build and maintain advanced Salesforce reporting solutions including reports, dashboards, filters, and formulas while serving as a Salesforce reporting expert within the Revenue Operations team.
Identify and resolve data quality issues across Salesforce and other revenue systems by investigating discrepancies and partnering with appropriate teams.
Identify opportunities to streamline manual processes, document current and future-state workflows, and implement improvements while measuring their effectiveness.

Requirements

Demonstrated advanced Salesforce reporting skills with ability to build complex reports, dashboards, and reporting structures.
Strong analytical and process-oriented mindset with ability to translate business needs into operational solutions.
Experience working across multiple organizational teams and functions to manage complex, cross-functional initiatives.
Proven ability to investigate operational issues, identify root causes, and recommend scalable improvements.
Excellent organizational skills with demonstrated ability to manage multiple priorities and coordinate activities across departments.
Experience with revenue operations, Customer Success operations, or related functions supporting sales and customer lifecycle processes.

What makes this role worth considering

This position offers the opportunity to work with a Fast Company-recognized innovator that is transforming how multi-location brands scale their marketing efforts. The role is fully remote based in Vancouver, Canada, providing flexibility while supporting a dynamic organization backed by leading strategic investors.