Principal Revenue Operations Analyst, AI & Sales Productivity

Reporting To: Head of Revenue Operations
Location: Remote/Hybrid

Role Overview

The Principal Revenue Operations Analyst, AI & Sales Productivity is a senior individual contributor responsible for defining and leading the Revenue Operations AI agenda. This role identifies, prioritizes, and drives the implementation of AI-powered solutions that improve seller productivity, increase operational efficiency, and enhance commercial performance.

Acting as the strategic link between Sales, Revenue Operations, Enablement, and Product & Technology, the Principal Analyst will evaluate emerging AI capabilities, develop business cases, lead experimentation, and ensure successful adoption across the sales organization.

The successful candidate combines strong commercial acumen, advanced analytical capabilities, technology expertise, and change leadership to translate AI innovation into measurable business impact. The role is accountable for ensuring that AI investments deliver tangible improvements in seller effectiveness, decision quality, forecast accuracy, and operational efficiency.

Key Responsibilities

Own the Sales AI Strategy

• Develop and maintain the Revenue Operations AI roadmap aligned to commercial priorities.
• Identify and prioritize high-value AI use cases across the end-to-end sales process.
• Build business cases and investment recommendations for AI initiatives.
• Evaluate emerging AI technologies, copilots, agents, automation platforms, and productivity tools.
• Establish a structured framework for assessing business impact, technical feasibility, and adoption potential.

Drive Sales Productivity Improvement

• Analyze sales workflows to identify manual activities, process bottlenecks, and productivity constraints.
• Design initiatives that increase seller selling time and reduce administrative effort.
• Lead programs that improve:
  • Prospecting effectiveness
  • Opportunity progression
  • Pipeline management
  • Forecast quality
  • CRM data quality
  • Sales manager effectiveness
  • Seller productivity
• Partner with Sales Leadership to embed AI into daily workflows and operating rhythms

Lead AI Experimentation & Innovation

• Design and execute pilots, proof-of-concepts, and controlled experiments.
• Establish methodologies for measuring AI effectiveness and business impact.
• Develop playbooks and best practices for scaling successful use cases.
• Maintain a portfolio of AI opportunities and recommended initiatives.
• Serve as the organization's thought leader on AI applications within Revenue Operations and sales.

Strategic Analytics & Value Realization

• Build measurement frameworks that quantify the impact of AI initiatives.
• Define productivity, efficiency, adoption, and revenue performance metrics.
• Deliver executive-level insights and recommendations based on quantitative analysis.
• Create dashboards and reporting that track realization of business value.
• Identify opportunities for continuous improvement and optimization.

Influence Cross-Functional Transformation

• Partner with Sales, Revenue Operations, RevTech, Enablement, Product & Technology, and Data teams to deliver AI initiatives.
• Translate business challenges into clear operational and technology requirements.
• Influence priorities and investment decisions through data-driven recommendations.
• Facilitate alignment among senior stakeholders and executive sponsors.
• Drive organizational adoption of new ways of working enabled by AI.

Governance & Change Leadership

• Establish governance frameworks for AI use case prioritization and implementation.
• Ensure initiatives align with organizational policies, controls, and technology standards.
• Support enablement and communication programs that accelerate adoption.
• Create repeatable processes for identifying, evaluating, and scaling productivity improvements.

Qualifications

Experience

• 8+ years of experience in Revenue Operations, Sales Operations, Commercial Strategy, Business Operations, Consulting, or Analytics.
• Demonstrated experience leading large-scale operational improvement or technology transformation initiatives.
• Experience evaluating, implementing, or supporting AI, automation, or advanced analytics solutions.
• Strong understanding of B2B sales processes, forecasting, pipeline management, CRM optimization, and seller productivity.

Technical Skills

• Advanced Salesforce CRM knowledge.
• Strong analytical and modelling capabilities using Excel and business intelligence tools such as Power BI or Tableau.
• Experience working with AI platforms, copilots, agents, workflow automation, or related technologies.
• Ability to develop quantitative business cases and value realization frameworks.

Leadership Competencies

• Strategic thinker with strong business and commercial acumen.
• Exceptional stakeholder management and influencing skills.
• Highly effective communicator capable of engaging senior executives.
• Operates independently in ambiguous environments.
• Strong project leadership and change management capabilities.
• Curious, innovative, and focused on measurable business outcomes.

Success Measures

• Measurable increase in seller productivity and selling capacity.
• Adoption and utilization of AI-enabled workflows across the sales organization.
• Reduction in administrative effort and manual process execution.
• Quantified business value generated from AI initiatives.
• Improvement in forecast quality, pipeline management effectiveness, and CRM data quality.
• Number of AI use cases successfully scaled into business-as-usual operations.

About Convera

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence, from small businesses to CFOs and treasurers. As experts in foreign exchange, risk and compliance, with an unrivaled regulatory footprint, Convera’s financial network spans more than 140 currencies and 200 countries and territories. 

Our teams care deeply about the value we deliver to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we expand our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.  

As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.   

We offer an abundance of competitive perks and benefits including:  

• Competitive salary
• Opportunity to earn a bonus (dependent on performance)
• Great career growth and development opportunities in a global organization 
• Corporate benefits 

There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments.   

Apply now! 

Pay Transparency Statement

Convera is committed to pay transparency and equity in accordance with applicable U.S. state and local laws. For this position, the expected base salary range is $140,000.00 - $220,000.00 per year, depending on factors such as experience, qualifications, and geographic location. We use a tiered geographic pay system to ensure fairness across regions. Candidates in high-cost areas may receive higher offers within the posted range.

We also offer a comprehensive benefits package, which may include:

• Health insurance (medical, dental, vision)
• Retirement savings plan
• Paid time off, holidays, and parental leave
• Wellness programs and mental health resources

Final compensation and benefits will be discussed during the hiring process and may vary based on individual circumstances and business needs.