Revenue Operations Analyst (CX)

About the role

The Revenue Operations Analyst will join the CX Operations team to drive operational excellence across customer experience, retention, and lifecycle workflows. This role involves managing CRM systems, ensuring data integrity, and building reporting dashboards to translate operational data into actionable insights. The analyst will partner with GTM teams to optimize processes and support proactive retention strategies.

Responsibilities

• Design, build, and maintain comprehensive operational dashboards in Looker, Vitally, or Power BI to track customer health and lifecycle renewals.
• Manage CRM systems including HubSpot or Salesforce field configuration, custom objects, and data mapping.
• Analyze customer usage patterns and behavioral indicators to identify at-risk accounts and support retention interventions.
• Map and evaluate post-sales and CX workflows to identify bottlenecks and implement improvements.
• Partner with CX leadership and GTM teams to conduct regular platform audits and workflow automations.

Required skills

• CX Operations
• CRM Administration
• HubSpot
• Salesforce
• Business Intelligence
• Looker
• Power BI
• Tableau
• Data Analysis
• B2B SaaS

Nice to have

• SQL
• Python
• Zapier
• Make
• Data governance
• Customer success
• Sales operations

Qualifications

• Experience as a CX Operations Analyst, Operations Specialist, Business Analyst, or similar role in B2B SaaS

Benefits

• Pleo card
• Lunch allowance
• Private healthcare
• 25 days of holiday
• Mental health support

About the Company

Pleo builds spend solutions that make managing money seamless, empowering, and effective for finance teams and employees. With over 850 employees from more than 100 nationalities, the company is committed to delivering the future of business spending.