Business Analyst

Overview

This role sits at the intersection of data, systems, and revenue operations—translating business questions into analyses, dashboards, and process changes that leaders can act on.

You will partner with sales, finance, and product teams to instrument the revenue engine by modeling pipelines, auditing CRM data integrity, and surfacing insights from Salesforce, SQL, and BI tooling to inform forecasts and go-to-market decisions.

Responsibilities

• Build and maintain dashboards and reporting in Looker, Tableau, or Power BI covering pipeline health, conversion rates, and revenue KPIs
• Write and optimize SQL queries against warehouse data (Snowflake, BigQuery, or Redshift) to answer open business questions
• Partner with RevOps to administer and audit Salesforce, including field hygiene, validation rules, automation workflows, and report types
• Analyze funnel performance across lead sourcing, sales stages, and account segments; deliver recommendations to GTM leadership
• Document business processes and requirements for new tooling and system implementations; serve as a liaison between stakeholders and technical teams
• Run forecast and quota-planning analyses, reconciling CRM data with finance models to flag discrepancies early
• Automate recurring reporting using SQL, Python, or spreadsheet modeling to reduce manual work

Requirements

• 3–6 years of experience in business analysis, revenue operations, or a similar analytics-focused role
• Advanced SQL skills and hands-on experience with at least one BI tool (Looker, Tableau, or Power BI)
• Working knowledge of Salesforce administration and reporting, including familiarity with sales processes and pipeline metrics
• Strong Excel/spreadsheet modeling skills and the ability to clearly communicate findings to non-technical stakeholders
• Bachelor’s degree in a quantitative field (economics, statistics, finance, or equivalent practical experience)
• Proven track record of owning analyses end-to-end—from framing the question to driving a decision

Preferred Qualifications

• Bonus: Python for analysis or automation
• Bonus: experience with dbt or ETL tooling
• Bonus: exposure to forecasting and capacity-planning models

Compensation & Benefits

Not specified in the provided description.

Location

Not specified in the provided description.