At a Glance
- Tasks: Transform data into insights and optimise processes for our revenue teams.
- Company: Join Shieldpay, a forward-thinking company committed to equality and innovation.
- Benefits: Flexible working hours, hybrid work options, and a supportive environment.
- Other info: Dynamic role with opportunities for personal and professional development.
- Why this job: Make a real impact on revenue performance and drive business growth.
- Qualifications: Experience in revenue operations or a strong curiosity for data and processes.
The predicted salary is between 35000 - 45000 £ per year.
You will sit at the heart of our commercial engine, responsible for making sure our revenue teams have the data, processes, and tooling they need to perform at their best. This is a hands‑on role that spans reporting, systems, and process improvement - you will be the person who turns raw data into clear insight and makes sure nothing falls through the gaps.
On a day‑to‑day basis you will own the health and accuracy of HubSpot, ensuring pipeline data, deal ownership, and account status are kept up to date and can be trusted by the business.
- Build and maintain dashboards that give the sales team, the exec, and the board a clear, consistent view of revenue performance, covering pipeline, conversion rates, activity metrics, and forecast accuracy.
- Design and improve the processes that sit between sales, deal delivery, and customer success, identifying where handoffs break down, where data goes missing, and where automation can remove manual effort.
- Triage and qualify inbound leads before they reach the sales team, making sure Sales Managers are spending their time on the right opportunities.
- Lead scoring and qualification framework, continuously refining how inbound and outbound leads are prioritised and routed.
- Working closely with marketing, you will connect campaign performance to pipeline outcomes, helping both teams understand what activity is generating the right opportunities and where investment should be focused.
- You will also support sales forecasting and territory planning, giving the business a clear view of where to concentrate effort and resource to maximise growth.
- Over time you will help define and embed the metrics and KPIs that matter most to the business, building a single source of truth that the whole commercial team can work from.
Expectations
- Experience in a revenue operations, sales operations, or commercial analyst role, ideally within a SaaS, fintech, or financial services business.
- You may be earlier in your career but will have demonstrated a genuine curiosity for data and process, and a track record of making things work better.
- Be comfortable working in a CRM day to day - HubSpot experience is preferred but not essential, and a willingness to learn quickly matters more than having used a specific tool.
- Have a solid understanding of how a B2B sales pipeline works, including stages, conversion rates, and what good data hygiene looks like in practice.
- Be confident in Excel or Google Sheets, able to build and maintain reports, manipulate data sets, and present findings clearly.
- Exposure to BI tools such as Looker, Tableau, or Power BI is a bonus but not a requirement.
- Have some experience, or a strong understanding, of how lead scoring and qualification frameworks work and why they matter.
- Be comfortable working with marketing to understand campaign performance and will be able to make the connection between top of funnel activity and pipeline outcomes.
- Highly organised and proactive, with a natural instinct to spot gaps and fix them without being asked.
- You will be comfortable in a fast-moving environment and will thrive when given ownership of a problem rather than a list of tasks to complete.
- Experience in the legal sector or with regulated financial products is not expected at this level but would be a plus!
Revenue Operations Analyst employer: Shieldpay
At Shieldpay, we pride ourselves on being an exceptional employer, offering a dynamic work environment where data-driven insights fuel our commercial success. Our culture fosters collaboration and innovation, providing employees with ample opportunities for professional growth and development, all while enjoying the flexibility of hybrid working arrangements. Join us in a role that not only challenges you but also allows you to make a tangible impact on our revenue operations and overall business performance.
StudySmarter Expert Advice🤫
We think this is how you could land Revenue Operations Analyst
✨Tip Number 1
Get to know the company inside out! Research their revenue operations, understand their products, and be ready to discuss how you can contribute. This shows genuine interest and helps us see you as a great fit.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions related to revenue operations. Think about how your skills in data analysis and process improvement can shine through. We love seeing candidates who can articulate their value!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Revenue Operations Analyst
Some tips for your application 🫡
Show Your Data Passion:When you're writing your application, let us see your genuine curiosity for data and processes. Share examples of how you've made things work better in the past – we love to hear about your hands-on experience!
Tailor Your CV:Make sure your CV speaks directly to the role of Revenue Operations Analyst. Highlight your experience with CRM systems, especially HubSpot, and any relevant skills in Excel or Google Sheets. We want to see how you can fit into our commercial engine!
Be Clear and Concise:In your written application, clarity is key! Use straightforward language to explain your experiences and insights. We appreciate a well-structured application that gets straight to the point without unnecessary fluff.
Apply Through Our Website:Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining the StudySmarter team!
How to prepare for a job interview at Shieldpay
✨Know Your Data Inside Out
As a Revenue Operations Analyst, you'll be dealing with a lot of data. Make sure you understand the key metrics and KPIs relevant to the role. Brush up on your knowledge of B2B sales pipelines, conversion rates, and what good data hygiene looks like. This will help you answer questions confidently and demonstrate your genuine curiosity for data.
✨Familiarise Yourself with HubSpot
While HubSpot experience isn't essential, showing a willingness to learn can set you apart. Take some time before the interview to explore HubSpot's features and functionalities. Being able to discuss how you would manage pipeline data and deal ownership in HubSpot will show that you're proactive and ready to hit the ground running.
✨Prepare for Process Improvement Questions
Expect questions about how you would identify gaps in processes and improve them. Think of examples from your past experiences where you've successfully streamlined operations or improved data accuracy. Be ready to discuss how you would approach designing and improving processes between sales, deal delivery, and customer success.
✨Connect Marketing and Sales Insights
Since this role involves working closely with marketing, be prepared to discuss how you would connect campaign performance to pipeline outcomes. Have a few ideas in mind about how you could help both teams understand which activities generate the right opportunities. This shows that you can think strategically and understand the bigger picture.
