Revenue Operations Analyst

More about us:

Escalon Services is a Business Process Management (BPM) company that provides Essential Business Services (EBS) through a tech-enabled platform to small- and medium-sized businesses (SMBs) and startups. The Company enables its clients to spend less time on "back office" functions and provides the value and insight that enables clients to spend more time focusing on delivering value and moving their businesses forward. With a US-based remote workforce and global delivery team in India, Escalon’s solution fills a widening service gap in the SMB market, underpinned by (i) increasing demand for quality insights in an increasingly competitive marketplace (ii) decreasing supply of CPAs and quality in-house talent and (iii) the cost frictions associated with scaling internal back-office teams as businesses grow. For more information on Escalon: https://escalon.services/

Since founding, the company has executed both on an organic and M&A strategy to expand service offerings and drive revenue expansion opportunity through cross-sell/up-sell. Before partnering with New Harbor Capital in late 2022, Escalon completed two significant acquisitions which tripled the revenue of the company and expanded the FinOps capabilities of the platform. Continued corporate development is a key value driver for the business going forward, with a highly fragmented market of service providers, often individually unable to scale due to lack of technology-enablement and offshore capabilities.

In late 2022, New Harbor Capital made a growth equity investment in Escalon Services.

About New Harbor Capital

New Harbor Capital is an experienced, lower middle-market private equity firm that seeks to partner with growth-minded, founder-owned companies. Based out of Chicago, New Harbor Capital is committed to optimizing the growth potential of its portfolio companies while respecting their long-term visions. The firm was founded on the belief that mutual respect and collaboration lead to successful outcomes. New Harbor recognizes the importance of finding the right partner, and the firm is committed to helping its portfolio companies and their leadership maximize both personal and financial goals.

As a strategic partner, New Harbor taps into decades of experience to guide businesses through challenging economic cycles and market conditions. New Harbor Capital has raised over $750M in capital across three funds and focuses on tech-enabled services, healthcare, and education services.

What You’ll Do:
We are a fast-moving revenue operations team supporting a growing sales organization. The Revenue Operations Analyst is the execution backbone of our RevOps function owning the day-to-day operational work that keeps our pipeline clean, our reporting accurate, and our go-to-market team unblocked.

You will work directly under the Senior RevOps Manager and alongside an Assistant Sales Ops Manager. This is not an entry-level role — you need to be able to pick up recurring operations quickly, triage stakeholder requests independently, and contribute to process improvement without heavy oversight.

We use a Jira-based sprint model. Every two weeks, work is planned, assigned, and reviewed. You will own your lane of the board and be expected to deliver consistently within that structure.

Day-to-Day Responsibilities also include:

Pipeline & Reporting

•Maintain and distribute weekly pipeline reports to sales leadership

•Build and update Salesforce dashboards and reports for forecasting, activity tracking, and funnel visibility

•Audit data quality on a recurring cadence - catch and correct hygiene issues before they reach leadership

•Support monthly and quarterly business review prep with accurate, pull-ready data

CRM Administration

•Manage day-to-day Salesforce administration: fields, workflows, validation rules, page layouts, user permissions

•Own the Salesforce change log — document all modifications and maintain a clean org

•Triage and resolve CRM-related support requests from the sales team within sprint SLAs

•Assist the Senior RevOps Manager on larger Salesforce architecture projects

Stakeholder Support

•Receive, triage, and resolve inbound RevOps requests from Sales, Marketing, and leadership

•Communicate clearly on ticket status, timelines, and blockers — no surprises

•Build and maintain process documentation so knowledge is never locked to one person

Sprint Operations

•Participate in bi-weekly sprint planning with the Senior RevOps Manager

•Self-manage your queue - prioritize, flag blockers early, and close tickets clean

•Review and approve Tier 1 tickets completed by the Assistant Sales Ops Manager

•Contribute to sprint retrospectives with one actionable process observation each cycle

What You'll Bring

Must Haves:

•2+ years in a Sales Operations, Revenue Operations, or closely related role

•Salesforce CRM proficiency at an admin level - you build reports, update fields, and manage users without hand-holding

•Experience owning recurring reporting responsibilities independently

•Strong written communication - you document your work and communicate clearly across teams

•Comfortable operating within a structured sprint or project management system

Nice to Haves:

•Experience with Jira or equivalent project management tools

•Exposure to go-to-market tech stacks beyond Salesforce (HubSpot, Apollo, ZoomInfo, etc.)

•Background in a B2B SaaS or services environment

•Familiarity with forecasting methodologies and pipeline coverage metrics

•Familiarity with AI and usage of different models

This role is a great fit if you are the kind of person who:

•Runs your own queue without being managed task-by-task

•Documents as you go, not as an afterthought

•Finds broken processes and proactively recommends solutions

•Is comfortable saying "that's not in this sprint" and sticking to it

•Wants to grow into broader RevOps scope over time, not just maintain status quo

This is not the right role if you need heavy direction on recurring tasks, are uncomfortable with ambiguity during ramp, or prefer a siloed individual contributor environment with no cross-functional interaction.

Why You’ll Enjoy Working at Escalon:

We offer a variety of health benefits, all available on the first day of the month following employment with us, to keep you and your family feeling fit and well.

• Medical, Dental and Vision options
• Life and Disability
• STD/LTD
• 9 Paid holidays each year
• Flexible PTO
• 401K Retirement Plan
• Incentive compensation

If you are hired at Escalon, your final base salary compensation will be determined based on several factors including, but not limited to, skill set, years of experience, and the employee’s geographic location. In addition to those factors – we believe in the importance of pay equity and consider the internal equity of our current team members as a part of any final offer.

Escalon is an equal opportunity employer.