Financial Operations Analyst Jobs in Texas (NOW HIRING)

Help us build a more efficient, AI-enabled revenue engine at Take Command. You'll use automation, systems design, and practical AI to remove manual work, improve decision-making, and help our revenue teams scale with more speed, consistency, and focus.

We're hiring a Revenue Operations Analyst to help Take Command operate with more leverage. This role sits at the center of our revenue engine: owning core systems, improving data quality, strengthening reporting, and building automations that increase efficiency and reduce friction across the business. AI is a key part of the role, but the goal is not experimentation for its own sake; it's using the right tools to help teams move faster, make better decisions, and spend more time on work that matters.

You'll partner closely with Sales, Marketing, Account Management, and leadership to identify operational bottlenecks, streamline how work gets done, and build a stronger foundation for growth. We're looking for someone who combines systems thinking with a builder's mindset. Someone who can turn inefficiency into automation, ambiguity into process, and emerging AI capabilities into real business value.

• Own CRM hygiene. In partnership with our Hubspot administrator, keep Hubspot and adjacent revenue systems clean, trustworthy, and usable - driving pipeline hygiene, deduplication, enrichment standards, and ongoing monitoring.
• Drive automation. Identify the workflows that should exist, scope them, and partner with our Hubspot admin and other system owners to ship automations that eliminate manual steps, improve handoffs, and help Sales, Marketing, and Account Management operate with more speed and consistency.
• Be the system of record. Document how our GTM systems and processes work today, identify where they break down, and help evolve them into something simpler, clearer, and more scalable.

• Design agents that do real work. Identify repetitive, high-volume tasks across lead routing, account research, meeting prep, CRM maintenance, internal handoffs, and follow-up support - then automate them in ways that create meaningful time savings and better execution.
• Wire AI into the stack. Use LLM tools, APIs, and automation platforms to connect AI to the systems where work actually happens, with an eye toward reliability, compliance, and real team adoption.
• Treat AI like an operating capability. Test outputs, measure impact, document what works, and scale the workflows that meaningfully improve productivity, quality, or speed.

• Build the dashboards leadership runs the business with. Create clear reporting on pipeline health, funnel conversion, source performance, forecast confidence, benefit consultant health scores, and team productivity so leaders can spot friction early and act faster.
• Translate vague questions into clear metrics. When leadership asks whether something is improving, you know how to define the question, pull the right data, and turn it into an answer the team can trust.
• Support forecasting rhythm. Help the team run consistent forecast and pipeline reviews, surface risk early, and improve visibility without creating unnecessary process overhead.

• Own the source of truth. Create and maintain clear documentation for revenue systems, workflows, definitions, and operating processes so teams know how work is supposed to happen.
• Drive enablement and adoption. Help Sales, Marketing, and Account Management use our systems and processes consistently through training, rollout support, and practical guidance that improves execution.
• Turn feedback into better process. Identify where teams get stuck, capture what needs to change, and keep documentation and enablement materials current as our workflows evolve.

Compensation: $96,000-$106,000 base salary + Bonus

• 4+ years in Revenue Operations, Sales Operations, GTM Operations, or a similar role where you owned systems, process improvement, and reporting.
• Strong Hubspot end user. You don't need to be a CRM administrator - we have one - but you're fluent in Hubspot as a power user: you can build and refine reports, lists, and dashboards, navigate workflows and lifecycle stages, and partner with our admin to scope changes, validate what shipped, and drive adoption across the team. You've built automation or AI-enabled workflows that created meaningful efficiency gains - reducing manual work, improving speed, or helping teams make better decisions.
• Comfortable working with data. You can pull, validate, and reason through data confidently.
• Advanced Excel skills. You're fluent with pivot tables, lookups, complex formulas, and structured modeling, and can use Excel to analyze data, validate reporting, and answer leadership questions.
• Strong written communicator who can create clear documentation, write thoughtful requirements, and help teams understand new processes, workflows, and tools.
• High ownership and strong judgment. You can identify what is slowing a team down, build a practical solution, and drive it through to adoption.
• A practical mindset toward AI. You are excited about what it can do but grounded in using it where it genuinely improves efficiency, execution, or decision-making.
• Strong cross-functional relationship skills. You build trust with AEs, account managers, frontline managers, and senior leadership alike - listening for what's actually slowing teams down, partnering on solutions, and driving adoption from the rep level all the way up.

• Experience using LLM tools or agent frameworks to support research, content generation, workflow automation, or internal productivity.
• Depth in reporting, funnel analytics, forecasting, attribution, or pipeline analysis.
• Experience in a startup or high-growth environment, especially in healthtech, insurtech, HR tech, or another operationally complex business.
• Experience with BI or data tools such as Looker, Tableau, Mode, Hex, Snowflake, or BigQuery.