Overview
This Revenue Operations Analyst role owns the systems, reporting, and financial analysis that connect sales pipeline to recognized revenue across the full revenue lifecycle. The position helps keep the commercial reporting and analytics operating day-to-day, supporting new business pipeline through renewals and expansion. The analyst partners with Sales and Marketing to surface trends that grow revenue and protect retention.
Initially, this is a foundational hire focused on building new business pipeline and revenue recognition, with the opportunity to expand into broader post-sale analytics (including renewals, expansion, and net revenue retention over time). Success is measured by reliable operational delivery and the quality and initiative of self-directed improvements.
Schedule: To be determined by department; additional hours may be required as needed.
Responsibilities
- Owns recurring reporting across leads, opportunities, pipeline, renewals, and revenue recognition, ensuring accuracy and on-time delivery.
- Maintains financial models including commission calculations, forecast inputs, and bookings-to-revenue bridges without compromising the integrity of existing logic.
- Supports the weekly pipeline forecast process, including data preparation, deal movement tracking, and conversion of pipeline changes into revenue impact.
- Owns Salesforce data hygiene, including field maintenance, dashboard upkeep, data quality monitoring, and basic automation (formula fields).
- Builds reporting and dashboards for Sales and Marketing, and analyzes trends to identify opportunities to grow revenue and improve retention.
- Develops post-sale analytics over time, including renewal, expansion, and net revenue retention reporting in partnership with the Strategic Accounts team.
- Researches, evaluates, and recommends tools and vendors; manages implementation, rollout, and end-user enablement.
- Documents processes and maintains standard operating procedures so commercial workflows are repeatable and not dependent on any single person.
- Supports sales operations mechanics including territory and quota maintenance, deal desk support, and commission plan execution.
- Identifies and prototypes automation and AI-driven improvements to reduce manual effort across the commercial organization.
- Performs additional duties and assumes additional responsibilities as identified by the manager for the efficient operation of the organization.
Requirements
Education and Experience
- Bachelor’s degree in business, finance, analytics, or related field.
- 2-4 years’ experience in revenue operations, sales operations, data analytics, financial analytics, or commercial analytics.
Skills and Competencies (Required)
- Demonstrated reliability owning recurring reporting and operational deliverables, with strong attention to accuracy and deadlines.
- Advanced Excel skills, including the ability to maintain complex models without breaking existing logic.
- Hands-on Salesforce experience, including report and dashboard building, data quality management, and comfort with administrative tasks.
- Strong analytical skills with the ability to translate data into clear, actionable findings.
- Ability to manage multiple priorities and work effectively across Sales, Marketing, Client Success, and Finance stakeholders.
- Sound judgment in handling confidential financial and commercial data.
- Strong written and verbal communication skills, including the ability to present findings to a variety of audiences.
Computer Skills
- Proficiency in Microsoft Office Suite, with advanced Excel and strong PowerPoint.
- CRM experience required; Salesforce strongly preferred.
- BI tooling (Power BI, Tableau, or Looker) preferred.
- Ability to learn new software and platforms quickly as the commercial tech stack evolves.
Preferred Qualifications
- Experience building reporting in a BI tool such as Power BI, Tableau, or Looker beyond native CRM reporting.
- Experience running at least one tool or vendor selection from evaluation through rollout.
- A track record of building something useful that was not assigned (e.g., a dashboard, automation, or model) to close a gap identified independently.
- Familiarity with AI and automation tooling, ideally demonstrated through self-directed projects rather than coursework alone.
- Exposure to revenue recognition concepts or finance systems (for example Sage Intacct or similar).
- Exposure to post-sale metrics such as renewal rates, expansion, and net revenue retention.
- Experience with automation platforms (for example Power Automate) or scripting (for example Python).
Compensation & Benefits
Salary range: $75,000–$80,000. Final compensation depends on job-related knowledge, skills, experience, and qualifications.
Benefits include:
- Paid time off
- Medical, dental, vision, and critical illness insurance
- HSA, HRA, and FSA
- Life and disability insurance
- EAP
- 401K
- Legal and identity theft coverage
- Pet insurance and more
Location / Work Environment
- Work environment must be free from background noise and distraction.
- At-home set up must meet all organizational IT, privacy, and safety requirements.
Physical Demands
- Requires sitting for long periods of time, working at a desk.
- Some bending and stretching could be required.
- Working under stress and use of computer/phone required.
- Manual dexterity required for use of computer keyboard and mouse.
- Occasionally may be required to stand, walk, stoop, kneel and/or crouch.
- May occasionally lift and/or move up to 15 pounds.
Equal Opportunity
Every qualified individual has the same opportunity for recruitment, hire, training, transfer, promotion, compensation, benefits, employee activities, and general treatment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other classification protected by applicable local, state, or federal law.