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Senior Revenue Operations Analyst

Zeni is on a mission to build the world's most advanced CFO-As-A-Service platform, built from the ground up using AI and ML. Built by the founders of Mezi, an AI-powered Travel-As-A-Service platform, you'll be working with a team that has spent the last five years building and scaling one of the most successful human-assisted AI platforms.

What we're looking for


Zeni is seeking an ambitious Senior Revenue Operations Analyst who has a deep background in Sales Operations to play a key role in the evolution of the Revenue Operations department from its current initial structure through the challenges of rapid growth and increase scale, both internally and externally.

This person will report directly into the Director of Revenue Operations and work closely with the revenue team to drive increased customer value through data cleanliness in the CRM, process optimizations, technology and enablement.

The ideal candidate isn’t afraid of large data sets, can distill insights, make recommendations based on data, and most importantly - drive action from it.

About Zeni

Zeni provides startups with a fast, reliable, full-service AI-powered bookkeeping and accounting solution so they can optimize their business daily. With Zeni, startups have access to real-time financial insights via their Zeni Dashboard, and a team of finance experts to manage their every finance function for a flat monthly fee — daily bookkeeping, yearly taxes, bill pay and invoicing, financial projections, budgeting, payroll administration, and more. 

Zeni has a growing and talented team across the U.S. and India. Our business growth is primarily driven by organic channels, and we’re investing in our growth with strategic hires across Marketing, Sales, and Customer Success in 2022 and beyond. Zeni is a Series B SaaS fintech backed by leading tech investors, founded in 2019 by twin brothers and serial entrepreneurs Swapnil Shinde and Snehal Shinde.


  • Audit & manage data in Hubspot Customer Relationship Management (CRM) to ensure accuracy and usefulness of data; including but not limited to pipeline accuracy, account assignments to sales team and hierarchical alignment.
  • Prepare, understand and evaluate current sales process and pipeline metrics and recommend improvements.
  • Drive sales team adoption and accountability of CRM system to improve authenticity of CRM.
  • Build and develop meaningful dashboards and reports on HubSpot to interpret key insights and drive business outcomes.
  • Identify any risks to the business based on leading indicators and make recommendations to the executive team to drive performance; outline and execute improvement plans to drive business outcomes.
  • Identify opportunities to streamline sales processes for scale and implement automation where possible.
  • Inform revenue leadership team on market performance and customer buying trends.
  • Support territory design to ensure equitable distribution of accounts across the sales team to maximize sales outcomes.
  • Act as the primary point of contact for sales team support requests.
  • Conduct ongoing communication and training sessions for the sales team; including conducting new hire on-boarding training.
  • Develop and enhance HubSpot functionality as it relates to sales process and renewal operations; generate materials useful to the sales team.
  • Other job-related duties as assigned.


Who You Are

  • A builder with an entrepreneurial mindset, with the capacity to design and implement systems from scratch
  • An empathetic contributor and tenacious problem solver, able to observe and listen to identify issues and implement effective solutions
  • Someone who can play a key role in the building of the revenue operations engine, not just tune it up - working through, or around, unexpected challenges is something that motivates you
  • Excited to partner and work closely with our Sales, Marketing & Success teams to create perfect alignment between Zeni and our customer expectations
  • Have the ability to support the design of big picture strategies and also roll up your sleeves to solve problems and get things done
  • You pride yourself on your ability to work with cross-functionally and motivate others around you
  • A data-driven decision maker with outstanding analytical skills; ability to leverage data to identify and activate revenue growth opportunities
  • Highly self-motivated with excellent communication skills, able to thrive in a fast-paced, dynamic startup environment with minimal direction where building from scratch is essential for success
  • You believe in treating all people with dignity and respect, regardless of title, background, or tenure


  • 2 years minimum,  3 years preferred, of Sales Operations experience (ideally within the SaaS Industry)
  • Experience analyzing and translating large scale data sets and metrics into business insights using sophisticated formulas, logic or macro development
  • Demonstrated expertise using HubSpot required
  • Advanced Project Management skills in SaaS platforms like ClickUp, Asana, Trello, or
  • Strong analytical and communication skills
  • Experience developing solutions to complex operational sales issuesSelf-motivated, reliable and strong follow-through skills
  • Ability to work with tight deadlines

Sounds like the role for you? Hit 'Apply Now' and let's get started, or email!

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