Revenue Operations Analyst

Every day, ePayPolicy helps over 10,000 insurance companies speed up incoming and outgoing payments. By helping them move from manual, outdated forms of payment collection to modern payment tools, we help their companies work faster and more efficiently. (Check out our almost 5-star customer reviews.)

How do we do it? With powerful payment tools that just work. Our secure, online ACH and credit card payment page is the core product for many of our companies. But we also provide an integrated suite of helpful features for insurance companies of all sizes, including point-of-sale financing, payables network tools, and check reconciliation, all within a single dashboard.

Our expert, live support team helps deliver exceptional care every day, with an industry-leading 97% customer retention rate. Our customers love us. We love them.

Founded in 2014, our growing team is based in Austin, TX, and has clients in all 50 US states. We’ve grown over 300% in the last three years - with big plans for the future.

The Mission

We are seeking a proactive, high-execution Revenue Operations Analyst to own the daily performance and technical health of our GTM stack, to build and maintain executive level dashboards, and work seamlessly across functions to create, optimize and automate operational workflows to generate a humming revenue engine.

The Functional Pillars

1. Tactical Salesforce Administration (The "Agile Admin")

   • Time-Sensitive Execution: Handle rapid-response CRM updates including new field creation, picklist adjustments, and page layout tweaks to support new tech onboarding.

   • Pipeline Hygiene: Perform regular mass updates to Opportunities (e.g., shifting close dates, updating stages, or re-assigning owners) to ensure executive reporting remains accurate.

   • Data Governance: Manage the "cleanup" of the CRM environment by merging duplicate records and deleting obsolete data to keep the database lean and functional.

   • Admin Collaboration: Partner with the Lead SFDC Admin to ensure your tactical updates align with the broader system architecture.

2. Systems Engineering & Automation (The "Build")

   • Workflow & Workbook Engineering: Design and audit complex HubSpot workflows and Clay workbooks for lead enrichment, nurturing, and internal notifications.

   • Integration Management: Own the "plumbing" between tools (Clay ↔ HubSpot ↔ Salesforce) to ensure data flows bi-directionally without manual intervention.

   • Intake Ownership: Build and manage an automated request intake system (Airtable + Slack) to streamline how revenue teams report bugs or request quick CRM updates.

3. Operational Health & Troubleshooting (The "Fix")

   • First Line of Defense: Monitor the daily health of our stack and serve as the primary POC for "breaks" (e.g., syncing stalls or enrichment failures).

   • Troubleshooting: Diagnose and resolve integration errors—specifically ensuring that data mapped from enrichment tools (Clay) is landing in the correct Salesforce fields.

   • Commission Logic: Support the automated commission process in Airtable; field review requests and investigate reporting breaks in Salesforce that may be causing incorrect payout calculations.

4. Cross-Functional Partnership (The "Visibility")

   • Data Translation: Pull and interpret reports from PowerBI for one off requests and for new dashboard creation needs

   • Sales Feedback Loop: Meet weekly with Sales and Marketing to translate campaign ideas into technical requirements and provide "sprint" updates on tech fixes or new builds.

   • Documentation: Maintain a "Tech Dictionary" mapping out our automation logic so the system remains transparent and scalable.

The Profile

• Salesforce "Power User": Must have practical experience with Salesforce field creation, Data Loader (mass updates), and record merging. You know how to make changes without breaking existing automation.

• Tech Savvy: Builder experience with Hubspot and Airtable required.

• Automation Enthusiast: Experience with Clay, Gong, and Instantly is highly preferred. You enjoy building "waterfalls" of data.

• Detail-Oriented & Cautious: You understand that a mass update to 1,000 Opportunities requires double-checking filters and running a backup first.

• BI Literate: You are comfortable navigating PowerBI dashboards to find the data you need for the leadership team.

• Proactive Self-Starter: You don't wait for a ticket; you see a gap in the process or a messy dataset and take the initiative to clean it up.

• Excellent Communicator: Comfortable working cross-functionally with Sales and Marketing leads and leadership as well as representatives to ingest, document, prioritize and provide updates to projects and ad hoc requests.

Why ePayPolicy

• Competitive salary

• Comprehensive benefits package with employer-paid basic life and disability premiums

• 401K

• Flexible Paid Time Off Policy (FTO)

• Company-sponsored quarterly “ePayItForward” initiatives 

• Supportive and inclusive company culture with a focus on work/life balance

• Fully-stocked kitchen

• Lunch stipend when working onsite

• Open communication (We won’t box you in! If you have a cool idea for a product improvement or a suggestion on how to improve the customer experience, let’s talk about it. We value everyone’s ideas and opinions.)

• Huge opportunity for growth

We operate on a hybrid schedule for in-office employees. Standard schedules are three days per week in the office, however, the cadence and days are determined by each team and manager. 

We value diversity here at ePayPolicy and understand the importance of creating a safe and comfortable work environment, encouraging individualism and authenticity in every member of our team. We strive to create an accessible and inclusive experience for all candidates. If you need an accommodation during the application or recruiting process, please submit a request to our team via this Interview Accommodation form: https://forms.gle/xKppyKTSqfTUi7hz5