Revenue Operations Analyst II

Summary

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The Revenue Operations Analyst II will partner with Marketing, Business Development, and early Sales teams to make the top of the funnel predictable, clean, and scalable. The role focuses on designing processes, automation, tooling, lifecycle management, lead routing, attribution analysis, and cross-functional revenue operations initiatives.

Responsibilities

• Design and optimize top of funnel merchant lifecycle processes — from Marketing touch through Contact creation, Account readiness, and Discovery handoff — with an emphasis on automation, data quality, and clear documentation
• Own and define lead routing logic, automation triggers, and lifecycle dependencies that govern how leads and accounts move through the top of funnel; partner with Business Systems for implementation
• Own cross-functional initiatives end to end — managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others
• Support attribution tracking and funnel conversion analysis for Marketing, BDA, and early funnel performance to surface actionable insights
• Own workflow automations (e.g., Slack notifications, cross-tool workflows, process triggers) that improve speed-to-lead and reduce manual work
• Collaborate with the Business Systems team to improve Salesforce and adjacent GTM tooling for lead and account management efficiency; define processes to ensure data integrity at funnel entry
• Partner with Revenue Enablement to train and support revenue teams on top of funnel processes and tooling changes

Skills

• BA/BS or equivalent 4-year degree required
• 2+ years of revenue operations, sales operations, or marketing operations experience
• Proficiency in Salesforce (experience as an administrator is a plus); familiarity with marketing automation platforms (e.g., Pardot, HubSpot)
• Mastery of Excel / Google Sheets and a solid understanding of business intelligence tools
• Proven ability to manage and maintain relationships with key stakeholders in a fast-paced environment, ensuring alignment and engagement throughout projects
• Prior experience in data analysis, reporting, and funnel performance measurement
• A strong sense of organization, a growth mentality, and a bias toward documenting and systematizing repeatable processes
• Experience with lead lifecycle management, lead routing tools (e.g., RingLead, LeanData), data enrichment tools (e.g., Clay, Zoominfo), or lead scoring and attribution frameworks is preferred

Qualifications

Must Haves

• BA/BS or equivalent 4-year degree required
• 2+ years of revenue operations, sales operations, or marketing operations experience
• Proficiency in Salesforce (experience as an administrator is a plus); familiarity with marketing automation platforms (e.g., Pardot, HubSpot)
• Mastery of Excel / Google Sheets and a solid understanding of business intelligence tools
• Proven ability to manage and maintain relationships with key stakeholders in a fast-paced environment, ensuring alignment and engagement throughout projects
• Prior experience in data analysis, reporting, and funnel performance measurement
• A strong sense of organization, a growth mentality, and a bias toward documenting and systematizing repeatable processes

Nice to Haves

• Experience with lead lifecycle management, lead routing tools (e.g., RingLead, LeanData), data enrichment tools (e.g., Clay, Zoominfo), or lead scoring and attribution frameworks is preferred

Benefits

• Equity rewards
• Monthly stipends for health, wellness and tech spending
• 100% subsidized medical coverage, dental and vision for you and your dependents
• Affirm is proud to be a remote-first company! The majority of our roles are remote and you can work almost anywhere within the country of employment.
• Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents
• Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses
• Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge
• ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount