RevOps Analyst

Who are we?

Founded in 2014 by Khadim Batti and Vara Kumar, Whatfix is a leading global B2B SaaS provider and the largest pure-play enterprise digital adoption platform (DAP). Whatfix empowers companies to maximize the ROI of their digital investments across the application lifecycle, from ideation to training to the deployment of software. Driving user productivity, ensuring process compliance, and improving user experience of internal and customer-facing applications.

Spearheading the category with serial innovation and unmatched customer-centricity, Whatfix is the only DAP innovating beyond the category, positioning itself as a comprehensive suite for GenAI-powered digital adoption, analytics, and application simulation. Whatfix product suite consists of 3 products - DAP, Product Analytics, and Mirror. This product suite helps businesses accelerate ROI on digital investments by streamlining application deployment across its lifecycle.

Whatfix has seven offices across the US, India, UK, Germany, Singapore, and Australia and a presence across 40+ countries.

Customers : 700+ enterprise customers, including over 80 Fortune 500 companies such as Shell, Microsoft, Schneider Electric, and UPS Supply Chain Solutions.

Investors : Raised a total of ~$270 million. Most recently Series E round of $125 Million led by Warburg Pincus with participation from existing investor SoftBank Vision Fund 2. Other investors include Cisco Investments, Eight Roads Ventures (A division of Fidelity Investments), Dragoneer Investments, Peak XV Partners, and Stellaris Venture Partners.

About the Role

We are seeking a detail-oriented and proactive RevOps resource to join our team at Whatfix. This role is critical in ensuring the accuracy and hygiene of our CRM and pipeline data, managing day-to-day operations in our Sales forecasting tool, and owning the documentation and periodic updates of Rules of Engagement (RoEs).

Key Responsibilities

CRM & Pipeline Hygiene :

Maintain data accuracy, completeness, and standardization in Salesforce to ensure reliable forecasting and reporting.

Conduct regular audits of pipeline data in collaboration with regional RevOps leads and Sales / Marketing teams.

Rules of Engagement (RoEs) :

Own documentation and governance of existing RoEs.

Collect stakeholder feedback for RoE updation.

Support RevOps leadership in resolving RoE-related disputes by maintaining clarity in ownership and processes.

Sales forecasting Operations :

Own day-to-day operations and hygiene in sales forecasting tool (forecasting & pipeline management platform).

Ensure forecasting inputs are reliable and system usage remains consistent across GTM teams.

Track proper utilization of the tool as a forecasting tool across the company

Ad-hoc Analysis :

Drive on-demand analysis, data pulls, and insights generation for RevOps and GTM stakeholders.

Partner with senior analysts to support deeper analytics and dashboard builds.

Required Skills & Experience

2–4 years of professional experience, preferably in Revenue Operations, Sales Operations, or an analytics-oriented role in a SaaS / product company.

Strong proficiency in data analysis with advanced knowledge of Excel / Google Sheets (pivot tables, complex formulas, data visualization).

Hands-on experience with Salesforce CRM; familiarity with data quality frameworks.

Ability to synthesize data into clear, actionable insights and communicate effectively with cross-functional stakeholders.

Detail-oriented with a process-driven mindset and strong ownership.

Good to Have

Experience with BoostUp or similar forecasting / pipeline management tools.

Exposure to RevOps in a SaaS / product-led organization.

Familiarity with GTM tool ecosystems.

Note :

• We strive to live and breathe our Cultural Principles and encourage employees to demonstrate some of these core values - Customer First; Empathy; Transparency; Fail Fast & Scale Fast; No Hierarchies for Communication; Deep Dive & Innovate; Trust, Do it as you own it;

We are an equal opportunity employer and value diverse people because of and not in spite of the differences. We do not discriminate on the basis of race, religion, color, national origin, ethnicity, gender, sexual orientation, age, marital status, veteran status, or disability status.