Riverside Insights
Revenue Technology Analyst
CRM
Edtech.com's Summary
Riverside Insights is hiring a Revenue Technology Analyst. This role involves managing and optimizing the CRM and revenue technology stack to improve data quality, workflows, and analytics that support sales, marketing, and customer success teams. The analyst will work cross-functionally to enhance CRM usability, implement AI initiatives, and drive operational efficiency across the go-to-market organization.
Highlights
- Own CRM architecture, data quality, and governance to ensure reliable system-reported insights
- Manage and customize HubSpot platform including workflow automation, lead routing, and data migrations
- Redesign dashboards and workflows to provide relevant information for sales and customer experience teams
- Analyze workload metrics and improve support demand via process and documentation improvements
- Develop and lead AI pilot projects for GTM operations with clear success criteria
- Partner with Sales, CX, Product, Engineering, and Data teams to enhance operational efficiencies
- Required: Up to 4 years of experience in revenue operations or CRM administration and a Bachelor's degree
- Technical skills: Hands-on HubSpot administration across Marketing, Sales, and Service hubs, strong operational analytics
- Preferred: Master's degree, experience with data migrations to HubSpot, familiarity with AI tools and automation platforms
- Compensation estimated between $85,000 and $95,000 USD annually
Revenue Technology Analyst Full Description
As a Revenue Technology Analyst, you will own and evolve the CRM and revenue tech stack that powers Riverside's sales, marketing, and customer success teams, making data reliable, workflows intuitive, and insights actionable across the GTM organization.
At Riverside Insights, we believe every student has unique strengths waiting to be discovered. That starts with equipping educators with the right tools and information, and it requires that our internal teams operate with clarity and precision. Your work will directly support the people who support educators every day.
The Revenue Technology Analyst sits within GTM Operations and is responsible for CRM performance, HubSpot platform management, and the operational analytics that help our sales and customer experience teams serve schools and districts more effectively. This is a high-impact individual contributor role for someone who thrives at the intersection of systems thinking, data quality, and cross-functional collaboration.
Requirements
- Own CRM architecture, data quality, and governance to ensure accuracy and trust in system-reported insights across sales and CX teams
- Redesign CRM dashboards, data views, and workflows so reps and managers have the right information at every stage of the sales and service process
- Establish and track workload metrics for inbound CX support; identify and eliminate avoidable demand through process fixes, documentation improvements, and upstream solutions
- Own HubSpot platform administration including lead routing, email campaign infrastructure, list management, segmentation, and data migrations from other tools
- Customize HubSpot objects (contacts, companies, deals) and implement best practices across Marketing, Sales, and Service hubs
- Partner with Sales and CX leadership to align CRM workflows with real operating rhythms; implement feedback loops for continuous improvement
- Identify and develop an AI opportunity portfolio for GTM Ops, including designing and leading a pilot with clear success metrics and failure criteria
- Partner with Product, Engineering, and Data teams to address root causes of support demand and improve downstream CX efficiency
Requirements
Must-Have Qualifications
- Up to 4 years of experience in revenue operations, CRM administration, or a related GTM systems role
- Hands-on experience administering HubSpot across Marketing, Sales, and Service hubs, including workflow automation, lead routing, and object customization
- Strong operational analytics skills with the ability to measure, analyze, and act on workload and efficiency data
- Demonstrated experience improving CRM usability and data quality through redesigned workflows and governance practices
- Ability to identify upstream drivers of support or process friction and address them systemically, not just symptomatically
- Strong cross-functional collaboration skills with experience influencing Product, Engineering, or Data partners
- Ability to audit inventory workflows to maximize scalability with our systems
- Bachelor's degree required
Preferred Qualifications
- Master's degree in a relevant field
- Experience managing data migrations from third-party automation or CRM tools into HubSpot
- Familiarity with AI tools and automation platforms
- Understanding of AI agent concepts and practical experience applying AI in GTM or operational contexts
Physical Requirements
- Remote
- Travel 1-2 times a year for off-site team meetings or conference.
- May require stationary positions (sitting or standing) for extended periods.
The above statements describe the general nature and level of the work performed by people assigned to this work. This list does not cover all possible duties, tasks, or responsibilities. Riverside Insights may amend or change responsibilities to meet the needs of the business and organization as necessary.
Benefits
Why Join Our Team?
At Riverside Insights, achieving real results for students and educators is more than talk, it is what we do. As we grow, so will you, offering the chance to expand your skills on an ambitious, solution-focused team. Join us in making great work possible, where your well-being and dedication to making an impact go hand in hand. If you are ready for an ambitious, collaborative environment, Riverside is the place for you.
Benefits
- Medical, Dental, and Vision plans
- Company paid basic life and AD and D insurance
- Company paid long-term disability
- Paid Parental Leave
- Supplemental life insurance options
- Company paid Employee Assistance Program (EAP)
- Retirement plan with discretionary company matching
- Flexible Spending Account (FSA) and Health Savings Account (HSA) options
- Premium subscription to Calm for employee and dependents
- 33 days of company paid time off (PTO, Holidays, Wellness Days)
- Flexible work arrangements
- Tuition Reimbursement Program
- Company orientation and 30, 60, 90 Day Onboarding
Compensation
A reasonable estimate of the range for this position is between $85,000 and $95,000USD. This compensation range is specific to the United States, and it incorporates many factors including but not limited to an applicant's skills and prior relevant experience and training; licensures, degrees, and certifications; internal pay ranges; and market data or range parameters.
Riverside Insights is an Equal-opportunity Employer
Riverside Insights provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
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