Revenue Operations Analyst - New Business & Account Management - Workleap
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Responsibilities
- Own full-funnel execution from SQL → Closed Won → Renewal/Expansion, ensuring conversion bottlenecks are caught early, handoffs between AEs and AMs are clean, and pipeline velocity improves continuously.
- Drive forecast accuracy across New Business and Account Management by building predictive indicators for deal risk, win probability, churn signals, and expansion readiness - giving revenue leaders a reliable view of the quarter.
- Govern the CRM as the system of record for all NB and AM activity - deal stage hygiene, pipeline integrity, territory and segment mapping, and routing logic that scales without manual intervention.
- Eliminate manual reporting overhead by building automated dashboards and decision-ready insights for AE , AM, and leadership audiences - covering pipeline health, rep performance, renewal risk, and NDR drivers.
- Own AM motion operationally - renewal tracking, expansion pipeline visibility, churn risk flagging, and the data infrastructure that lets CSMs and AMs prioritize the right accounts at the right time.
- Accelerate cross-functional execution by partnering with Sales, Channel, CX , and Finance on operational handoffs, coverage model changes, and GTM process improvements that span the full customer lifecycle.
- Embed AI into reps velocity forecasting, deal prioritization and account risk scoring to move RevOps from a reactive reporting function to a proactive growth engine.
- Your Team
Requirements
- 3-5 years in Revenue Ops, Sales Ops, or Marketing Ops in a B2B SaaS environment;
- Strong hands-on experience with HubSpot (workflows, automation, properties, reporting);
- Ability to analyze funnel metrics, build forecasting models, and work with data models and segmentation logic;
- Solid grasp of SaaS metrics - ARR, ACV , conversion rates, pipeline coverage;
- Comfortable using AI tools (e.g. Claude, ChatGPT, Copilot) daily as a work accelerator - not an experiment, a habit;
- Strong collaboration skills with Sales and Marketing stakeholders; detail-oriented with solid process discipline.
- Most of this sounds like you? Apply.
- What the job comes with
- Base salary: $100to $120k CAD. This range reflects our Canada-wide compensation scale. Final offers may be adjusted based on the candidate's region to align with local market conditions.
- Annual bonus program
- LTIP program, share in Workleap's long-term growth
- RRSP + Family health insurance + telemedicine + annual wellness budget
- Flexible vacation policy
- Remote work, with access to our Montreal office
- In-person gathering twice a year.
- Claude access, for everyone.
- Note: The internal title for this role is Revenue Operations Business Partner.
- What drives us
- At Workleap, we build software that sits at the center of how people experience work, every day, at every level.
- We move fast. Priorities shift, decisions get made with the information we have, and we iterate. If you thrive on intensity a
Benefits
Additional Information
Company Description Workleap is a Montreal-based tech company, founded in 2006. We're builders at heart, we make simple products that actually matter to the people who use them. We have two product lines: The Workleap Agent , our agentic HR platform that helps managers become better leaders, and ShareGate , the world's leading solution for Microsoft 365 migration and governance. More than 15,000 companies worldwide trust us to do exactly that. We're intentional about who joins us. If you're the kind of person who gets excited by a hard problem and wants to help shape what comes next, there's a place for you here. Your Role The Workleap Manager Agent is scaling fast, and we're entering a phase where the precision of our go-to-market engine is becoming a competitive advantage in its own right. Our next stage of growth won't come from volume alone - it'll come from the rigor with which we build, measure, and optimize our acquisition, retention and growth motions. As Revenue Operations Analyst - New Business & Account Management, you'll help design, optimize, and scale the Acquisition, Retention and Growth engines behind our growth. Reporting to the Director of Revenue Operations, you'll work closely with Sales and Marketing leaders to transform our new business motion into a measurable, scalable system powered by data, automation, and AI.
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