Business Operations Analyst

About the role

AiGent is seeking a highly motivated and analytical Business Ops Analyst to serve as the operational backbone connecting our entire customer lifecycle—from initial lead generation through sales conversion to post-sale customer onboarding. This role will be crucial in ensuring clean, thorough and vetted data flows seamlessly across marketing, sales, operations, energy markets and finance.

The ideal candidate will have strong working knowledge of cloud-based business and productivity systems, including CRM (especially HubSpot), lead intelligence platforms (ZoomInfo), social selling tools (LinkedIn Sales Navigator), Google Workspace apps (e.g., Sheets, Slides, Forms), HR (especially Rippling), to conduct data entry/hygiene and analysis, develop standard reports, and support executive decision making.

Responsibilities

Sales Lead Administration and Reporting (HubSpot):

• Import sales lead files and enter data, as necessary, within HubSpot, ensuring accuracy and completeness across data fields required to support AiGent's go-to-market processes
• As directed, develop and generate insightful reports and dashboards in HubSpot to track sales performance, lead conversion, and other key metrics
• Collaborate with the leadership and sales team to understand their reporting needs, develop solutions to meet those needs, and provide actionable reports and/or data

Lead Generation and Prospect Intelligence:

• Utilize ZoomInfo to identify, research, and validate high-quality prospects that align with AiGent's ideal customer profile
• Optimize ZoomInfo searches and filters to generate targeted lead lists, ensuring data accuracy and completeness before importing into HubSpot
• Leverage LinkedIn Sales Navigator to identify key decision makers and influencers at target prospects
• Research and enrich prospect data using multiple intelligence platforms to provide sales teams with actionable insights about target accounts
• Create and maintain standardized processes for lead qualification, scoring, and routing to appropriate sales team members
• Monitor and analyze lead source performance and conversion rates to optimize lead generation strategies

End-to-End Data Pipeline Management:

• Own data quality and integrity from initial lead capture through customer onboarding, ensuring seamless handoffs between marketing, inside sales, sales directors, and post-sale teams
• Establish and maintain data validation protocols and quality checkpoints throughout the customer lifecycle
• Monitor and resolve data inconsistencies, gaps or errors that could impact customer experience or revenue operations
• Create standardized data fields and taxonomies to ensure consistency across all customer touchpoints
• Manage data integration between ZoomInfo, LinkedIn Sales Navigator, and HubSpot to eliminate duplicate entries and maintain single source of truth

Business Process Development and Documentation:

• Build comprehensive process documentation, standard operating procedures, and handoff protocols for the entire sales-to-onboarding pipeline
• Design and implement quality assurance checkpoints to ensure complete and accurate customer information at each stage
• Create training materials and process guides to ensure consistent execution across teams, including best practices for technology platforms
• Establish escalation procedures and exception handling protocols for complex scenarios
• Document lead qualification criteria and routing rules to ensure prospects reach the right team members efficiently

Business Process Systems Integration:

• As directed, develop business productivity workflow tools including Hubspot, ZoomInfo, LinkedIn Sales Navigator, Google Sheets, Rippling and the Sentinel platform
• Identify opportunities for process improvement and automation across various business functions, with particular focus on eliminating manual handoffs and data re-entry
• Work with stakeholders to gather requirements, analyze existing systems, and design integrated solutions that support the complete customer journey
• Support the implementation and testing of new system integrations to enhance efficiency and data flow from lead generation through customer onboarding
• Optimize workflows between lead intelligence platforms and CRM to streamline prospect research and outreach processes

Revenue Operations Analytics:

• Develop and maintain executive dashboards tracking key metrics across the entire customer lifecycle including lead quality, conversion rates, sales velocity, and onboarding success metrics
• Analyze pipeline health and identify bottlenecks or process improvements that could accelerate customer acquisition and onboarding
• Create predictive models and forecasting tools to support revenue planning and resource allocation decisions
• Monitor and report on data quality metrics and process compliance across all customer-facing teams
• Track and analyze the effectiveness of different lead sources, including ZoomInfo-generated prospects and LinkedIn-sourced connections

General Data Analysis Support for Executive Team:

• Provide comprehensive data analysis across multiple functions (e.g., marketing, finance, operations) to support executive decision-making as directed
• Develop custom reports, presentations, and visualizations to communicate findings clearly and concisely using Google Slides and Sheets
• Identify trends, anomalies, and opportunities within data to provide business improvement recommendations
• Perform ad-hoc data analysis and reporting as requested by the executive team
• Serve as a liaison between business stakeholders and technical teams to translate business needs into technical requirements

Qualifications

• Bachelor's degree in Business Administration, Information Systems, Data Analytics, or a related field
• Proven experience as a Business Analyst or similar role, preferably with experience in revenue operations or customer lifecycle management
• Strong proficiency in HubSpot for sales lead administration, reporting, and dashboard creation or similar systems where the candidate has learned and mastered a cloud-based application
• Experience with lead intelligence platforms (ZoomInfo preferred) and social selling tools (LinkedIn Sales Navigator preferred) for prospect research and lead generation
• Experience with business process analysis and systems integration projects or general data analysis meant to support decision making
• Demonstrated ability to design and document end-to-end business processes with multiple stakeholder handoffs
• Excellent analytical and problem-solving skills with the ability to interpret complex data sets and identify process improvements
• Proficiency in data visualization tools (e.g., Tableau, Power BI) is a plus
• Strong communication skills, both written and verbal, with the ability to present complex information clearly to non-technical audiences
• Ability to work independently and as part of a team in a fast-paced environment
• Detail-oriented with a commitment to data accuracy and integrity throughout complex workflows
• Desire and proven ability to work productively in a remote environment using the latest digital productivity technologies
• Experience with process documentation and training material development preferred
• Understanding of B2B sales processes and lead qualification methodologies preferred

Preferred Qualifications

• Hubspot SME
• Sales Ops experience

Benefits

• Competitive compensation: Base, bonus and early-stage company equity
• Health, Dental, Vision, 401(k) 
• 100% of Health, Dental and Vision premiums are covered for FTEs
• We offer two health plan options: a traditional plan with an FSA and a high-deductible plan with an HSA that the company contributes to monthly
• Basic Term Life Insurance
• Other Voluntary Insurances
• Flexible PTO
• Remote work benefits: Work from anywhere in the U.S. - no commuting
• Opportunity to shape the future of the energy transition
• Collaborative and innovative work environment

We are hiring a world-class team and we believe deeply in offering world-class benefits.