AffirmedRx, a Public Benefit Corporation Verified

Healthcare, Pharmacy Benefit Management (PBM), Healthtech

Revenue Operations Analyst II

RemoteRemoteFull Time$100,000–$150,000 /yrPosted 2 months ago

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Required skills

Revenue Operations
Sales Operations
Marketing Operations
Salesforce
Excel
Google Sheets
Business Intelligence Tools
Data Analysis
Reporting
Funnel Performance Measurement

Nice to have

Salesforce Administrator
Pardot
HubSpot
RingLead
LeanData
Clay

Role summary

Affirm is seeking a Revenue Operations Analyst II to join their Revenue Operations team. This role focuses on optimizing the top of the sales funnel for Marketing, Business Development, and early Sales teams. The analyst will design and implement processes, automation, and tooling for lead and account management, ensuring data quality and scalability. Responsibilities include defining lead routing logic, supporting attribution tracking, owning workflow automations, and collaborating with Business Systems and Revenue Enablement teams. The ideal candidate has 2+ years of experience in revenue, sales, or marketing operations, proficiency in Salesforce, and experience with BI tools.

At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.

About the Team:

We're looking for a curious, driven analyst to join our Revenue Operations team. Revenue Operations serves as the backbone of the Revenue organization at Affirm. We follow a data-driven approach that combines elements of strategy, systems, process, and analytics to align go-to-market motions across the organization.

About the Role:

As a Revenue Operations Analyst II, you will be a key partner to our Marketing, Business Development, and early Sales teams - focused on making the top of the funnel predictable, clean, and scalable. You'll design and optimize the processes, automation, and tooling that govern how leads, contacts, and accounts enter the revenue funnel, ensuring downstream teams can execute with confidence. The ideal candidate is equal parts tactical, building automation and workflows, and strategic thinking through lifecycle design, routing logic, and coverage models that scale with the business.

What You'll Do:

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

What We Look For:

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

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

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

Pay Grade - H

Equity Grade - 4

Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills.

Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)

USA base pay range (CA, WA, NY, NJ, CT) per year: $100,000 - $150,000

USA base pay range (all other U.S. states) per year: $88,000 - $138,000#LI-Remote

Remote-first with flexibility built inAffirm is proud to be a remote-first company. Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an Affirm office, and a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.

Benefits designed for youOur benefits reflect our commitment to care, transparency, and flexibility. Here are a few highlights:

Health coverage at no cost: We cover 100% of premiums for employees and their dependents.

Spending stipends: Monthly stipends support your tech setup, and the ability to choose health and wellness options that are right for you.

Time off to recharge: Flexible time off and generous holiday calendars help you rest when you need to.

Own a piece of what you build: Our employee stock purchase plan (ESPP) lets you buy Affirm stock at a discount.

We’re committed to providing an inclusive interview process, including accommodations for candidates with disabilities. If you need support, we’re happy to help.

For positions based in San Francisco or Los Angeles: Affirm considers qualified applicants with arrest and conviction records, as required by law.

By clicking "Submit Application," you acknowledge that you have read Affirm's Global Candidate Privacy Notice and consent to the use of your personal information as described.

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