Revenue Operations Analyst – New Business & Account Management - Workleap
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AI Summary
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.
Your impact:
- 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
You'll join a Revenue Operations team structured around revenue motions — each role specializes while operating as a unified growth engine: Marketing RevOps (demand generation), Channel RevOps (partner pipeline), CX RevOps (retention and expansion), and Revenue Systems Ops (infrastructure and integrations). Your focus will be new business performance and predictability across a multi-product go-to-market strategy. The challenges ahead are real: improving pipeline quality in a competitive market, shortening sales cycles without sacrificing deal value, and embedding AI at every stage of acquisition. The ambition is clear — operate Revenue Ops like a GTM engineering team, not a reporting function.
What You'll Bring
- 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 and ambiguity doesn't slow you down, you'll feel right at home.
We're builders. We do what it takes to move forward. AI is part of our toolkit. We use it to go faster and decide smarter, not to replace judgment.
If you want real impact and a place where your decisions matter, this is it.
How we hire
Transparency is how we hire — for you and for us.
Your journey starts with a recruiter conversation, followed by a virtual interview with the hiring manager and one additional interviewer. Next, you'll complete a take-home case study and meet potential teammates to discuss and collaborate on your work. If it's a match on both sides, we move to an offer. Some positions follow a slightly different path — your recruiter will walk you through it on the call if that's the case.
In the spirit of transparency: we use AI to support parts of the process, but every hiring decision remains firmly human.
We're committed to making this an inclusive and thoughtful experience for every candidate. We're looking forward to showing you that.
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