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Revenue Operations Analyst


New York, NY

Bipsync combines centralized, easy-to-use Research Management Software with powerful process management and data integrations in a scalable, highly configurable platform built for investment management.

About the Role

  • Own the operation and administration critical Sales & Marketing systems, including Salesforce, SalesLoft, Hubspot.
  • Proactively monitor and strive to maintain high levels of data quality, accuracy, and process consistency across key Sales & Marketing Systems.
  • Report, measure, and refine KPIs, create forecasts and build dashboards for the teams to easily understand the health of the business and to help them hit their goals
  • Troubleshoot and refine flows, rules and processes to maximize efficiency of systems.
  • Work cross-functionally with Sales, Marketing, and Customer Success to ensure smooth operation of the business and consistent achievement of growth goals.
  • Operate and refine a best-in-class sales forecast, pipeline and operating cadence. This will include everything from gathering data, improving predictive measures, running analysis, and facilitating forecasting and planning.
  • Monitor dashboards daily and communicate actionable insights to Sales & Marketing leaders to guide short and long-term execution of targeted goals.
  • Create charts, data sets, slides, and supporting documentation for all Sales meetings, QBRs, and other critical meetings.

About You

  • Self-sufficient, forward and critical thinking, independent problem solver, and able to work with little direct supervision
  • You have the ability to prioritize work, pivot quickly to new demands and priorities while driving a high sense of urgency.
  • You possess an inquisitive mind, constantly think of ways to make a system more efficient and organized.
  • You have a passion for digging deep, finding the "why" and surfacing overlooked trends and indicators that could lead to better GTM decisions.
  • You have a high degree of attention to detail and ability to work in a fast-paced environment.
  • You are a nimble team player with a sense of urgency, energized by building, measuring, and iterating to generate results.
  • A strong and confident communicator, you can easily express your ideas and opinions verbally, in writing and orally.

Requirements (Required):

  • BA/BS or equivalent 4-year degree required, preferably in Math, Finance, or Statistics
  • Advanced Excel and Google Sheets experience and experience analyzing complex data sets.
  • 1 year work experience for a tech company, preferably in Finance or Revenue Operations

Requirements (Advanced/Preferred):

  • Hands-on experience using and administering some of the following systems: Hubspot, Salesforce, Salesloft, Cirrus.
  • Understanding of and experience with Sales & Marketing SaaS KPIs and other Key Metrics
  • Experience in forecasting, data analytics, and modeling

About Bipsync

Bipsync is a fast-growing, venture-funded SaaS company with a product thoughtfully-designed to optimize knowledge management and processes for multi-billion dollar asset managers. Launched in 2014, Bipsync’s modern Research Management Software (RMS) has quickly established a foothold and reputation in the market and is now the leader in its space. Our customers rely on our modern, mobile, design-focused software to help give them an edge in their investments.

Working at Bipsync

We’re a fast-growing startup with solid investment, a proven product strategy and a lucrative target market. This brings a number of benefits, including a high level of autonomy, an intimate team structure, and a lack of bureaucracy. The Bipsync team is driven by smart, creative people who want to build and deliver extraordinary products for an underserved market. We offer a competitive salary and significant benefits in an exciting, friendly, and flexible work environment.

Perks and Benefits

  • Competitive salary and equity package
  • Health and dental insurance
  • Unlimited vacation
  • Flexible scheduling
  • Optional travel to UK (Paused due to Covid)

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