Revenue Operations Analyst

**About Stepful**: Stepful is reimagining allied healthcare training by offering affordable, online, instructor-led, and AI-supported programs that help learners—regardless of background or circumstance—launch high-demand healthcare careers. In addition to our direct-to-consumer training, Stepful partners with leading healthcare institutions to address the growing national shortage of healthcare workers. Our graduates, including Medical Assistants, Pharmacy Technicians, Nurses, and more, form the talent pipelines at major employers like CVS, NY-Presbyterian, HCA, Providence, and Walgreens. Stepful is backed by Y Combinator, Reach Capital, and AlleyCorp, with [a recent $55M Series C led by Oak HC/FT](https://www.fiercehealthcare.com/health-tech/stepful-banks-55m-scale-ai-powered-infrastructure-tackles-healthcare-staffing-shortage). [We were named the #1 EdTech company in the U.S. by TIME for 2025](https://www.stepful.com/post/stepful-named-1-edtech-company-in-us-top-10-globally-times-2025-list). We’re improving access to quality healthcare for everyone, everywhere, and improving access to healthcare careers for those who need them most. **Our values**: We credit much of our success to our exceptional team. We’re looking for mission-driven builders who thrive in fast-paced, ambiguous environments, and embody our four core values: - **Care first**: We do whatever it takes for our students to succeed. - **Learn quickly**: We test, learn with data, and iterate. - **Build together**: We win when we rely on each other. - **Own it**: We show up, take initiative, and show pride. ## **The opportunity**: We're hiring a Revenue Operations Analyst to manage and improve the blossoming data infrastructure and reporting systems that power Stepful's B2B commercial growth. This is a high-impact role for someone who is analytically rigorous, scrappy, and excited to build something from the ground up. You'll report to the Director of Revenue Operations and work closely with our commercial and finance teams. This hybrid role is based out of our lower Manhattan office (in-office T/W/Th). ## **What you'll do**: ### **AI-focus** - Build and deploy automated workflows across Claude, HubSpot, Slack, and our GTM stack to eliminate manual handoffs and reduce AE, CSM, and SA administrative burden - Identify high-friction processes across the pipeline and replace them with scalable automation (e.g., lead routing, renewal triggers, health score alerts, onboarding sequences) - Experiment with AI tools (Clay, ChatGPT, Claude, etc.) to enrich data, generate insights, and accelerate commercial team workflows ### ### **CRM & Data Infrastructure** - Serve as a key admin and steward of HubSpot, ensuring data quality, pipeline hygiene, and process adherence across commercial teams - Design and maintain scalable CRM workflows, properties, and stages that reflect how the business operates - Identify and resolve data gaps or inconsistencies before they impact reporting or forecasting through building AI-automated data quality checks and enrichment workflows so inconsistencies are caught before humans notice them - Own our GTM tech stack evaluation and integration (e.g., you decide what connects, how, and why) ### **Process & GTM Support** - Partner with Sales, Client Success (CS), and Solution Architecture (SA) to document, optimize, and operationalize GTM processes from lead routing and handoff to renewal and expansion motions - Support territory planning, account segmentation, and capacity modeling as we scale the commercial team - Identify friction points in the pipeline funnel and propose data-backed solutions to remove them - Be a go-to analytical resource for Sales, CS, SA, and leadership ### **Reporting & Analytics** - Build and maintain dashboards and reports tracking pipeline health, bookings and revenue attainment, sales velocity, client health, and client retention across our B2B business - Develop and manage cohort analyses, forecasting models, and ad hoc…