At Affirm, we’re using today’s technology to bring significant disruptive innovation to the financial industry. We focus on improving the lives of consumers by delivering simple, honest and transparent financial products.

We have roles across a variety of teams, including engineering, product, finance, operations, revenue, marketing, people and more.

About the Role:

As a Revenue Operations Analyst II, you will be a key partner to our Marketing, Business Development, and early Sales teams - focused on making the top of the funnel predictable, clean, and scalable. You'll design and optimize the processes, automation, and tooling that govern how leads, contacts, and accounts enter the revenue funnel, ensuring downstream teams can execute with confidence. The ideal candidate is equal parts tactical, building automation and workflows, and strategic thinking through lifecycle design, routing logic, and coverage models that scale with the business.

What You'll Do:

Design and optimize top of funnel merchant lifecycle processes — from Marketing touch through Contact creation, Account readiness, and Discovery handoff — with an emphasis on automation, data quality, and clear documentation

Own and define lead routing logic, automation triggers, and lifecycle dependencies that govern how leads and accounts move through the top of funnel; partner with Business Systems for implementation

Own cross-functional initiatives end to end — managing stakeholders across Sales, Marketing, Partnerships, Legal, Product, Revenue Ops, Analytics, and others

Support attribution tracking and funnel conversion analysis for Marketing, BDA, and early funnel performance to surface actionable insights

Own workflow automations (e.g., Slack notifications, cross-tool workflows, process triggers) that improve speed-to-lead and reduce manual work

Collaborate with the Business Systems team to improve Salesforce and adjacent GTM tooling for lead and account management efficiency; define processes to ensure data integrity at funnel entry

Partner with Revenue Enablemen

What We Look For:

BA/BS or equivalent 4-year degree required

2+ years of revenue operations, sales operations, or marketing operations experience

Proficiency in Salesforce (experience as an administrator is a plus); familiarity with marketing automation platforms (e.g., Pardot, HubSpot)

Mastery of Excel / Google Sheets and a solid understanding of business intelligence tools

Experience with lead lifecycle management, lead routing tools (e.g., RingLead, LeanData), data enrichment tools (e.g., Clay, Zoominfo), or lead scoring and attribution frameworks is preferred

Proven ability to manage and maintain relationships with key stakeholders in a fast-paced environment, ensuring alignment and engagement throughout projects

Prior experience in data analysis, reporting, and funnel performance measurement

A strong sense of organization, a growth mentality, and a bias toward documenting and systematizing repeatable processes