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Revenue Systems Analyst

4 months ago

Columbus, Ohio, United States Beam Dental Full time

About Beam

Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare.

Today, Beam Benefits is a digitally-led employee benefits company that offers dental, vision, life, disability, and supplemental health coverage. The company simplifies and modernizes the $100+ billion ancillary benefits industry through its intuitive online platform, self-service tools, AI-powered underwriting, and thoughtful coverage for improved overall wellness. Its Beam PerksTM program offers incentives to members and rewards them for healthy behaviors. Beam is available in 44 states across the U.S.

Joining Beam Benefits Means


• Working in a complex and dynamic business, simultaneously operating across insurance, CPG manufacturing, IoT, and dental services


• Being supported and encouraged to improve every day by working collaboratively with a diversely skilled team


• Engaging in an energizing, committed, and fun work environment


• Being empowered as an 'owner' of your subject matter and work


• Joining in our mission to forever change the way people access benefit


• Being a person of high character, high EQ, and amazing talent

What We're Looking For

We are seeking a detail-oriented and analytical-minded Revenue Systems Analyst to join our team. As a Revenue Systems Analyst, you will play a critical role in maintaining and architecting our revenue operations systems, optimizing our revenue-generating processes, and analyzing sales data. You will collaborate with various teams including Sales, Partnerships, and Client Success to streamline sales processes, identify opportunities for revenue growth, and drive efficiencies across the organization.

What You Will Bring

You're a growing revenue operations and system specialist who thrives on challenges and will tackle any project. You have a strong understanding of the typical revenue operations tech stack (i.e., Salesforce, Zendesk) and experience administering & architecting key CRM systems. You can work independently and alongside others to learn and grow from your team members. You're never done learning and are always striving to improve yourself, your team, and your product.

What You Will Do

  • Manage Beam's GTM Tech Stack including Salesforce and Zendesk
  • Build and maintain Salesforce (i.e., flows, custom reporting, accounts, and opportunities) and Zendesk (Views, Triggers, Macros, etc) architecture
  • Help maintain data integrity within the CRM systems, ensuring accurate account and customer information
  • Handle one-off requests on CRM system adjustments, system issues, and sales inquiries
  • Continuously work with sales leadership to develop a data-driven territory allocation process
  • Find areas within our sales process that can be automated to free up selling time and reduce data entry responsibilities
  • Partner with Data Management and Data Analytics Teams to optimize cross-system integrations and reverse ETL processes
  • Work with our Sales Trainer to ensure proficiency of sales, client success, and marketing teams in utilizing enablement tools and CRM systems

What Skills Will Help You Be Successful

  • Bachelor's degree in Business Administration, Marketing, Analytics, or a related field
  • Proven experience in revenue operations, sales operations, or business analysis roles
  • Familiarity with Sales and Operations CRM systems (e.g., Salesforce, Zendesk, Kustomer) and proficiency in managing and analyzing CRM data
  • Salesforce Admin Certified Preferred
  • Strong analytical skills with proficiency in data analysis and reporting tools (e.g., Excel, Experience with SQL and BI Tools a plus)
  • Minimum of 2+ years of experience working in and building in Salesforce Lightning
  • Excellent communication and interpersonal skills with the ability to collaborate effectively across cross-functional teams
  • Strong problem-solving skills with a proactive and results-driven mindset

Visa sponsorship or transfer not available for this position.

Beam believes a diverse and inclusive environment is key to building a great company and a great product. We are committed to creating an environment that is welcoming for people of all backgrounds, and encourage everyone to apply. Beam is an Equal Opportunity Employer and does not discriminate on the basis of race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.