Position Summary
The Junior Revenue Operations Analyst supports Revenue, Client Success, Audit, and Intake teams by maintaining accurate data, analyzing performance metrics, and ensuring operational and compliance standards are met. This role focuses on CRM data integrity, reporting, and revenue tracking, and lead quality analysis while collaborating cross-functionally to improve workflows and client outcomes.
This is an on-site, entry-level position well-suited for candidates early in their careers who are eager to learn how sales, marketing, intake, and compliance functions operate together in a regulated, performance-driven environment.
TO BE CONSIDERED FOR THIS ROLE, PLEASE COMPLETE THE ASSESSMENT BELOW:
Quintessa Marketing Assessment (
Essential Duties and Responsibilities
Revenue Operations & Data Support
• Maintain and improve CRM data hygiene (e.g., Salesforce, HubSpot), ensuring accuracy, consistency, and completeness
• Generate recurring and ad hoc reports for Sales, Marketing, Client Success, and leadership teams
• Track revenue metrics, pipeline activity, onboarding progress, and key performance indicators (KPIs)
• Support forecasting and pipeline management by validating, cleaning, and organizing data
• Perform quality assurance on dashboards, reports, automations, and operational tools
Audit, Intake & Compliance Support
• Assist with intake call reviews to ensure compliance, accuracy, and professionalism
• Analyze lead quality trends and provide data-driven insights to improve qualification standards
• Support audit documentation related to intake processes, data accuracy, and internal controls
• Assist in ensuring adherence to company policies regarding confidentiality, data security, and ethical conduct
Cross-Functional Collaboration
• Partner with Sales, Marketing, Client Success, Intake, and Audit teams to improve workflow efficiency
• Document operational processes and contribute to continuous improvement initiatives
• Assist with special projects, system enhancements, and operational troubleshooting as needed
Required Qualifications
• Strong proficiency in Microsoft Excel or Google Sheets, including formulas, pivot tables, and data validation
• Comfort working with data and learning new systems and tools (e.g., Salesforce, HubSpot, Tableau, Power BI)
• High attention to detail with strong organizational and documentation skills
• Ability to work independently while collaborating effectively within a team environment
• Clear written and verbal communication skills
• Professional discretion when handling sensitive, confidential, or proprietary information
Preferred Qualifications
• Internship, academic, or early-career experience in revenue operations, sales support, marketing operations, or analytics
• Familiarity with CRM platforms and reporting or business intelligence tools
• Experience supporting intake, audit, or compliance-related workflows
• Interest in SaaS, performance marketing, or data-driven business environments
Compensation & Benefits
• Salary: $50,000 annually, based on qualifications and experience
Benefits Include:
o Medical, dental, and vision insurance (50% employer-covered)
o Health Savings Account (HSA)
o Employer-sponsored life insurance
o Childcare reimbursement program
o Gym membership benefit
o Paid Time Off (PTO) and company-recognized holidays
About the Company
We are a fast-growing lead generation and marketing organization focused on helping attorneys and law firms expand their practices through high-quality, compliant client acquisition solutions. Our work is rooted in ethical standards, data integrity, and performance-driven results. As we continue to scale, we are expanding our Revenue Operations and Client Success functions to strengthen reporting accuracy, operational efficiency, compliance oversight, and overall client outcomes.
Our Core Values
We seek team members who consistently demonstrate:
• Purpose: Commitment to ethical client acquisition and access to justice
• Resilience: Ability to perform effectively in a fast-paced, evolving environment
• Accountability: Ownership of responsibilities, accuracy, and results
• Integrity: Respect for confidentiality, data security, and ethical standards
• Success-Driven Mindset: Focus on measurable outcomes and continuous improvement
• Excellence: Clear communication, precise documentation, and consistent execution
Equal Employment Opportunity Statement
We are an Equal Opportunity Employer and are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected characteristic under applicable federal, state, or local laws.
Reasonable Accommodations
We comply with the Americans with Disabilities Act (ADA) and applicable state laws. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of this position.
Work Authorization
Applicants must be authorized to work in the United States on a full-time basis. Visa sponsorship is not available for this position at this time.
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