Summary
The Revenue Operations Analyst serves as the operational backbone of engage2learn’s revenue cycle. Reporting to the Chief Financial Officer, this role is the CFO’s analytical arm bridging finance and revenue, owning the systems, data, and processes that keep financial reporting accurate and the revenue cycle moving.
Responsibilities
CRM Operations & Reporting
Maintain CRM data integrity across the full pipeline — accurate stages, clean records, and reliable reporting the revenue team can act on.
Serve as the day-to-day CRM resource for the revenue team: troubleshoot issues, support user questions, and enforce data hygiene standards.
Build and maintain reports and dashboards that give the CFO and CRO clear visibility into pipeline health, territory performance, and revenue activity..
Identify and resolve data discrepancies between CRM and connected systems before they surface as reporting errors.
Proposal-to-Contract Operations
Draft and template contracts following proposal execution, ensuring accuracy against deal terms captured in CRM.
Coordinate contract routing and track execution through to completion so deals don’t stall at the handoff.
Deliver finalized contract details to Finance with the information needed to invoice correctly and on time.
Maintain organized records of executed agreements and flag discrepancies between contract terms and what’s reflected in the CRM or ERP.
Commission Reconciliation
Reconcile closed deals against compensation plans each period, validating commission calculations before they reach payroll.
Identify and resolve discrepancies proactively — working with the CRO and Finance to correct issues before they become disputes.
Maintain clear, auditable records that give leadership confidence in compensation data.
Support ongoing alignment between deal structure, comp plan design, and how deals are logged in CRM.
Systems & Workflow Support
Work daily across CRM, Professional Services software, Project Management software, and the ERP as an operational user — understanding how data flows between systems and catching problems at the seams.
Support process improvements that reduce manual effort, eliminate handoff errors, and increase the speed and accuracy of the revenue cycle.
Collaborate with the, Finance, Delivery, and Partnerships teams to ensure operational workflows are documented and consistently followed.
Serve as a reliable point of contact when revenue team workflows need attention, escalation, or cross-functional coordination.
Bachelor’s degree required.
3–6 years of experience in revenue operations, sales operations, or a closely related role.
Proficient CRM user — comfortable building reports, managing records, and maintaining data quality.
Strong process orientation: follows through on commitments, meets deadlines, and ensures nothing falls through the cracks.
Numerically confident — comfortable with reconciliation work and identifying when numbers don’t add up.
Experience working across multiple connected systems (CRM, project management tool, ERP); Professional Services software or similar PSA platform experience a plus.
Clear communicator across functions — can translate a data issue to a salesperson and a contract question to Finance.
Experience within K–12 education, EdTech, or professional services preferred.
Strong organizational skills with the ability to manage multiple priorities within tight timelines.
High level of proficiency in technology tools and applications that increase productivity and efficiency.
Ability to work and thrive in a fast-paced, remote environment with minimal supervision.
Excellent verbal, written, and interpersonal communication skills.
Other Desired Skills and Qualifications
Time management skills
Project management skills
Collaboration skills
Organizational skills
Employment Details
This is a full-time, exempt position.
This is a remote position.
Standard work hours are Monday - Friday, 8 a.m. - 5 p.m. with additional hours as necessary.
Salary is competitive and commensurate with experience.
401K, Health Insurance plan benefits offered.
Full-time employees receive 6 weeks of PTO per year.
A Bachelor’s degree from an accredited university is required.
Background check and drug screening will be required.
Join Us in Transforming Education:
This is an exceptional opportunity to lead a talented team of sales professionals at the forefront of transforming education. We want to hear from you if you're passionate about driving change and making a meaningful impact. Apply now to join us on this exciting journey at engage2Learn!
Equal Employment Opportunity Policy Statement
e2L is an equal opportunity employer and will not tolerate discrimination against any employee or applicant because of age, race, sex, color, religion, national origin, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, sexual orientation or any other protected class.
The Company supports the practice of recruiting, hiring, and promoting qualified individuals, as well as taking actions relating to compensation, benefits, reduction-in-force, training, etc., without regard to any status or condition protected by law, except in the case of a bona-fide occupational qualification.

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