RevOps Analyst

Who are we?

Whatfix is an AI platform advancing the “userization” of enterprise applications, empowering companies to maximize the ROI of their digital investments. Technology needs adoption. It’s no different for AI. As AI reshapes roles, workflows, and human-machine interactions, it also introduces new layers of complexity and user friction. This is where Whatfix plays a pivotal role. A decade old DNA of empowering people to succeed with technology and not replacing them. We call this philosophy

Userization : the belief that technology must adapt to the user, not the other way around.

At the heart of userization philosophy is

ScreenSense , our proprietary AI engine, which continuously interprets both the context of what users are doing in an application or an AI tool and the intent behind their actions. By combining these signals, Whatfix delivers real-time guidance, nudges, knowledge, and automation directly in the flow of work.

This intelligence powers our entire product suite.

Digital Adoption

helps users get productive faster.

Product Analytics

uncovers friction and closes adoption gaps.

Mirror

allows employees to train in safe, simulated environments.

These are embedded with Whatfix

AI Agents

which supercharge creation, insights, and user guidance.

Our upcoming

AI-first products

are already creating a buzz in the market.

Seek

is an AI-native assistant that not only knows your business context but can also act across applications to get work done on your behalf.

Whatfix Mirror 2.0

is the world’s only System plus Role simulation with a complete assessment to lead the Gen AI simulation category.

Together, these products reflect Whatfix’s commitment to building enterprise-ready AI teammates that maximize productivity and ROI. It gives users a unified, intelligent way to find answers across systems, apps, and knowledge silos and helps anyone looking to deliver fast and contextual answers.

Whatfix is bridging the gap between rapid technological change and human enablement—ensuring AI is not only embedded but also usable, trusted, and outcome-driven for every employee.

At Whatfix, we’re not just making software easier—we’re making AI work for people.

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

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

Investors :

A total of ~$270 million USD has been raised as yet. Most recently Series E round of $125 Million USD 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, Peak XV Partners, and Stellaris Venture Partners.

Whatfix’s leadership is consistently recognized across top industry analysts and business rankings :

Won the 2025

AI Breakthrough Award

for the Overall AI-based Analytics Solution of the Year

Only DAP to be recognized as a “Leader” across various DAP reports for the past 5+ years by leading analyst firms like Gartner, Forrester, IDC, and Everest Group.

With over 45% YoY sustainable annual recurring revenue (ARR) growth, Whatfix is among the “Top 50 Indian Software Companies” as per G2 Best Software Awards.

Named a Gartner Customers’ Choice for DAP for the second year in a row (2024 and 2025)—the only vendor in the market to earn this distinction consecutively.

We also boast a star rating of 4.6 on G2 Crowd, 4.5 on Gartner Peer Insights, and a super-high CSAT of 99.8%

Stevie

Award winner in the category (Bronze) : Customer Service Department of the Year – Computer Software - 100 or More Employees.

Winner of the

ISG Paragon

Innovation Award in partnership with Sophos (customer) for the EMEA region and finalist in the Transformation Award category.

RemoteTech Breakthrough Awards

winner for “Software Asset Management Solution of the Year”

These recognitions are matched by business performance :

Highest-Ranking DAP on 2023 Deloitte Technology Fast 500™ North America for Fifth Consecutive Year

Listed on the

Financial Times & Statista's High-Growth Companies Asia-Pacific 2025

list.

Won the Silver for Stevie's Employer of the Year 2023 – Computer Software category and also recognized as Great Place to Work 2022-2023

Only DAP to be among the top 35% companies worldwide in sustainability excellence with EcoVadis Bronze Medal.

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.

Perks & Benefits (India)

Best-in-class medical insurance coverage

Free lunch & dinner buffet

Doorstep cab drop facility

Education sponsorship

Internal job transfer & global mobility programs

Scope to represent Whatfix at global events

We also provide uncapped incentives, bonus plans and opportunities to employees (especially those in GTM teams) to travel to meet our global customers

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 and scale Fast; No Hierarchies for Communication; Deep Dive and 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

At Whatfix, we deeply value

collaboration, innovation, and human connection . We believe that being together in the office five days a week fosters

open communication , strengthens our sense of community, and accelerates innovation—ultimately helping us achieve our goals more effectively. At the same time, we recognize the importance of

flexibility

in balancing personal and professional priorities. To support this, we offer the option to

work from home up to two days per month .

In any situation that requires additional flexibility, we’re open to

considering exceptions on a case-by-case basis

to ensure you’re supported in managing both work and life seamlessly.