Overview
This role involves owning the analytical infrastructure that drives revenue decisions for a national nonprofit focused on creating pathways to family-sustaining careers for working adults stuck in low-wage jobs. Reporting to the Managing Director of Revenue Operations & Strategy, the position is designed for a strategic builder to architect forecasting, modeling, and data workflows essential for sustained revenue growth. The role requires close collaboration with the Development and Partnership Team to support top-line targets, shape forecasts, and inform goal setting.
Responsibilities
Revenue Forecasting & Financial Tracking (30%)
- Own and maintain the AI-enabled revenue forecast model integrating pipeline, capacity, and enrollment data across all channels.
- Synthesize inputs from program, finance, partnerships, and development teams into executive-ready projections and strategic decision materials.
- Monitor actual revenue versus forecasts, identify variances early, and provide data-driven explanations with actionable next steps.
- Maintain executive dashboards for real-time revenue health visibility.
- Support pricing and packaging analysis by executing data modeling and preparing materials for leadership and partner discussions.
Donor and Partner Compliance & Learner Volume Tracking (25%)
- Serve as the operational link between operations and finance to ensure accurate revenue modeling across all sources.
- Manage compliance requirements for all revenue-producing partnerships and funders.
- Monitor program completion rates against philanthropic and corporate contract deliverables, flagging variances early.
- Collaborate with the Learner Financing Specialist and finance team to unify financing data, compliance status, and learner outcomes into a cohesive revenue health view.
CRM Governance & Pipeline Management (25%)
- Own day-to-day governance of Salesforce as the system of record for partner pipeline and revenue, enforcing data entry standards.
- Monitor funder and partner health indicators, proactively flagging at-risk relationships.
- Support grant renewal processes by tracking renewal timelines, contract terms, and partner status accurately.
- Continuously improve CRM as a forecasting input by identifying data gaps and reducing operational toil for Development and Partnership Teams.
Cross-Functional Coordination & Communication (20%)
- Coordinate across teams to optimize learner volume and performance against program schedules and partnership commitments.
- Prepare regular revenue reports and forecasting summaries for leadership.
- Translate complex analytical findings into clear, accessible insights for non-technical stakeholders.
Requirements
Must-Have Qualifications
- 5+ years of experience in revenue operations, financial analysis, business intelligence, or a closely related analytical field.
- Proven track record of independently designing, stress-testing, and communicating multi-scenario revenue forecasting models to senior and executive audiences.
- CRM experience, preferably Salesforce, with demonstrated ability to enforce data governance standards across teams.
- Advanced proficiency in Excel or Google Sheets, including complex model architecture.
- Demonstrated proficiency using AI tools (e.g., Claude, ChatGPT, Copilot) to accelerate analysis and automate reporting.
- Strong written and verbal communication skills, able to translate analytical findings into actionable recommendations for non-technical stakeholders.
- Experience collaborating cross-functionally across program, finance, or partnerships teams.
- Proactive communication style, surfacing issues and risks without prompting.
- Ability to manage multiple analytical workstreams in a fast-paced, evolving environment.
- Comfortable working in a role with some systems still being built, viewing ambiguity as an opportunity.
Preferred Qualifications
- Experience in nonprofit, edtech, or workforce development organizations.
- Familiarity with program or learner data and its connection to revenue timing and financial outcomes.
- Experience supporting pricing or product development decisions.
- Exposure to data visualization tools such as Tableau or Looker.
- Experience interpreting compliance or reporting requirements related to partner contracts or grants.
Compensation & Benefits
- Salary: $120,000 annually.
- Full-time position with a 4-day work week (Fridays are operating days if there is a holiday closure during the week).
- Remote work location.
- Medical, dental, and vision insurance with 100% paid employee-only coverage.
- Flexible Spending Account (FSA), Health Savings Account (HSA), and Dependent Care FSA.
- Health Reimbursement Account fully funded by the employer.
- Education and personal development reimbursement.
- Access to a catalog of courses for professional learning and development.
- Short and long-term disability coverage.
- Unlimited vacation after a 90-day introductory period.
- Paid parental leave and adoption benefits after one year of employment.
- 11 federally recognized holidays.
- Two-week holiday office closure in December/January.
- 401(k) retirement plan with automatic employer contribution.
- Wellness benefits and resources.
- Phone/technology stipend.
- Home office setup stipend.
Location
Additional Information
Candidates from underrepresented backgrounds are encouraged to apply even if they do not meet 100% of the qualifications. The organization values diverse skills, experiences, and perspectives and is committed to inclusive excellence and equitable pay practices.