About the Role
Climate Impact Partners is seeking a Revenue Operations Analysis Lead to own the analysis and optimization of their sales and marketing funnel. This role will bring structure, visibility, and insights to the Go-To-Market strategy, collaborating with various teams to ensure revenue-generating teams have accurate data. The ideal candidate has a blend of analytical rigor and business acumen, with a passion for improving how climate solutions are brought to market.
Responsibilities
- Analyze GTM funnel performance from lead generation to revenue recognition to identify insights and conversion trends.
- Track and optimize key metrics such as lead-to-opportunity rate, opportunity-to-close rate, sales cycle length, and pipeline velocity.
- Build and maintain dashboards and reports in Salesforce, Excel, Power BI, and web-based platforms.
- Provide weekly/monthly reporting on KPIs, pipeline health, sales productivity, and attainment against targets.
- Segment performance by rep, region, and product to identify coaching or reallocation opportunities.
- Support sales leadership in pipeline hygiene efforts to ensure accuracy and forecasting confidence.
- Monitor new business vs. expansion funnels to guide strategy and resource allocation.
- Identify and resolve data gaps, inconsistencies, or inefficiencies through cross-functional collaboration.
- Streamline processes for lead handoffs, opportunity stages, and pipeline tracking in partnership with sales leadership.
- Support the implementation of sales methodologies and ensure CRM workflows align with sales processes.
- Collaborate with RevOps, Finance, and Digital teams to ensure data cleanliness, CRM alignment, and accurate forecasting inputs.
- Recommend automation opportunities to reduce manual data entry and increase sales team efficiency.
- Utilize AI tools (including Claude and Claude Code) to accelerate analysis, reporting, and documentation, aligning with the Digital team on best practices.
- Partner with the Digital team to identify new AI use cases within RevOps and ensure adoption follows governance and workflows.
- Contribute data-driven insights to quarterly business reviews, go-to-market planning, and board-level reporting.
- Analyze historical trends to inform future revenue and funnel performance projections.
- Assist sales leadership in understanding rep performance drivers, ramp timelines, and capacity planning needs.
- Support territory planning and quota setting by aligning historical conversion data with strategic growth priorities.
- Provide proactive alerts on pipeline coverage, conversion trends, and sales velocity against plan.
- Align revenue forecasts, budget inputs, and financial reporting cadences with FP&A.
- Act as a liaison between sales, finance, marketing, digital, and leadership teams.
- Provide data-backed recommendations to inform strategy and improve GTM alignment.
- Translate complex analytics into clear, actionable insights for non-technical stakeholders.
- Partner with Enablement to identify performance gaps and inform training priorities using data.
- Participate in GTM retrospectives to assess effectiveness and identify necessary pivots.
- Collaborate with FP&A on financial planning alignment and with Digital on AI tool rollout and continuous improvement.
Requirements
- 2–4 years in a GTM analytics, sales/marketing operations, or RevOps role.
- Proficiency with Salesforce, Excel/Google Sheets, and BI tools (e.g., Power BI, Looker, Tableau).
- Appetite to move reporting onto web-based platforms.
- Comfort using AI tools (e.g., Claude, ChatGPT, or similar) to support analysis, reporting, and process improvement.
- Willingness to learn new AI workflows as they evolve.
- Strong understanding of B2B sales and marketing funnels and KPIs.
- Analytical thinker with a bias toward action and continuous improvement.
- Excellent written and verbal communication skills, with the ability to present data clearly to both technical and non-technical audiences, including senior stakeholders.
- Comfortable working with senior stakeholders.
- Proactive and self-motivated, with a solution-oriented mindset and a commitment to continuous improvement.
- Strong organizational and time management skills, with the ability to manage multiple priorities and deliver under tight deadlines.
- Excellent communication and interpersonal skills, with the ability to explain complex data insights to a range of audiences.
- A genuine collaborator who works in the open and succeeds through close partnership with stakeholders.
Skills
- Salesforce
- Excel
- Google Sheets
- Power BI
- Looker
- Tableau
- AI tools (Claude, ChatGPT, or similar)
- B2B sales funnels
- Marketing funnels
- KPI analysis
- Data analysis
- Reporting
- Process improvement
- Communication
- Collaboration
Experience Level
- 2-4 years
About the Company
- Climate Impact Partners is the trusted partner for organizations taking ambitious climate action.
- Since 1997, we’ve helped leading businesses reduce or remove more than 151 million tonnes of CO₂e, turning climate ambition into measurable results.
- We deliver high-quality carbon market solutions: developing and financing impactful projects, managing carbon credit and energy attribute certificate portfolios, and helping companies put a price on carbon to drive change.
- By connecting corporates, governments, innovators, and project partners, we accelerate investment in climate solutions that deliver verified impact and advance progress toward net-zero goals.
- Our values include boundless, urgent ambition; courage to innovate; integrity without compromise; and empowered to serve.
Equal Opportunity
- Climate Impact Partners is an equal opportunities employer.
- Our goal is to be a diverse and inclusive workforce, that embraces our differences.
- All aspects of employment including the decision to hire and promote, will be based on merit, competence, performance, and business need.
- We do not discriminate on the basis of characteristics protected under federal, state, or local law.
- All applications are anonymised until the interview stage.
