Revenue Operations Analyst

Well, hello there

Castify (Creators of Screencastify) is a leading technology company dedicated to improving communication and learning outcomes with video. We have established ourselves as a leader in the K-12 education sector in the United States and we are critical in helping scale a teacher and improve student outcomes. We are also actively expanding into new and exciting markets outside of K-12 including bringing our tested solution into companies and organizations.

Castify is used by over 15M people today and is seeking a Revenue Operations Analyst to join our Squad!

As the Revenue Operations Analyst, you’ll own our Salesforce instance and the overall health of our GTM reporting systems. This is a foundational role for someone who loves clean data, wants deep ownership over a CRM, and is energized by making sure leaders can trust the numbers they're looking at every day.

You’ll sit at the center of our go-to-market engine — partnering closely with Sales, Marketing, Customer Success, and Product leadership to keep Salesforce running smoothly, reporting accurately, and our data pipelines (including Big Query) clean and reliable.

• Salesforce Administration: Serve as the primary admin for our Salesforce org — user management, permissions, workflows, validation rules, page layouts, and third-party integrations.
• Reporting & Dashboards: Build, maintain, and troubleshoot reports and dashboards used by Sales, CS, Product, Finance, and executive leadership; ensure metrics are consistent and defensible across teams.
• Partnership: Work with Marketing & Product teams to align Salesforce and usage/product data (e.g., feature adoption, account health signals) so GTM teams have a complete view of the customer, and to support product-led growth or expansion motions with reliable data.
• Data Hygiene: Own ongoing data quality efforts — deduping, standardizing fields, auditing for stale or inflated figures, and building processes to prevent drift over time.
• Systems Health: Monitor integrations between Salesforce and adjacent tools (marketing automation, Big Query, Chargebee, CS platforms) to catch sync issues before they become reporting problems.
• Process Documentation: Maintain clear documentation of Salesforce configuration, field definitions, and reporting logic so institutional knowledge doesn't live in one person's head.
• Ad Hoc Analysis: Support Sales and CS leadership with pipeline, forecasting, and account-health analysis as needed.

Castify is growing quickly, and this role will have an outsized impact on how clean, trustworthy, and actionable our data is across the company.

• Bring 1-3 years of experience in Salesforce administration, revenue operations, sales operations, or a related analytical role.
• Hold a Salesforce Admin certification (preferred) or demonstrate clear working proficiency with Salesforce configuration.
• Demonstrate strong SQL skills; experience with Big Query a plus.
• Can work in spreadsheets/Excel at an advanced level (formulas, pivot tables, data cleaning).
• Have high attention to detail — you notice when a number looks off and you dig until you know why.
• Possess strong written communication skills; comfortable explaining technical/data issues to non-technical stakeholders.
• Have a self-starter mentality — this role has real ownership and room to grow into a more senior Rev Ops position.

• Have experience in a SaaS or edtech environment.
• Are familiar with marketing automation platforms.
• Have exposure to forecasting or pipeline management processes.

This role is based out of Screencastify’s Fulton Market office in Chicago and follows a hybrid schedule with 3 days a week in the office.

We are…