Senior Analyst, Revenue Operations

Overview

The organization is seeking a Senior Analyst, Revenue Operations to serve as an analytical and operational partner across Sales, Finance, and Marketing. This role focuses on improving revenue visibility, enhancing forecast accuracy, and strengthening how sales and revenue data is used.

Reporting to Finance and working closely with Sales and Marketing leadership, you will turn pipeline and performance data into actionable insights, support recurring sales and forecasting rhythms, and help improve the quality and consistency of information captured in the CRM.

This is an opportunity for a hands-on professional to help build and evolve the organization’s Revenue Operations capability.

Responsibilities

• Analyze pipeline, bookings, revenue, ARR, conversion, sales-cycle, and other sales and revenue performance metrics to identify trends, risks, gaps, and opportunities.
• Support revenue forecasting by validating pipeline assumptions, identifying missing or inconsistent information, analyzing historical performance, and highlighting potential forecast risks.
• Prepare and support recurring pipeline and forecast reviews, ensuring Sales and Finance leaders have accurate, timely information to guide decisions.
• Translate sales and revenue data into clear insights, including what is changing and why.
• Partner with Sales leaders and representatives to understand variances between expected and actual performance and refine future assumptions.
• Monitor leading indicators of sales performance and proactively identify potential risks to revenue and pipeline targets.
• Support CRM data governance by monitoring data quality, completeness, reporting integrity, and adherence to established standards.
• Identify CRM data gaps or inconsistencies and work with Sales leadership and appropriate system owners to drive corrections and stronger data practices.
• Develop and maintain dashboards, reporting, and recurring performance readouts covering pipeline health, forecast accuracy, conversion, sales productivity, and revenue performance.
• Support sales compensation administration through reporting, validation of closed business, and reconciliation of performance data against established compensation plans.
• Partner with Finance, Sales, and Marketing on ad hoc analysis related to revenue performance, pipeline development, sales effectiveness, and growth initiatives.
• Identify opportunities to improve and automate reporting, workflows, data collection, and recurring Revenue Operations processes.
• Help establish consistent metrics, definitions, documentation, and operating practices as the Revenue Operations function develops.

Requirements

• 4–6+ years of experience in Revenue Operations, Sales Operations, Sales Finance, FP&A, Sales Analytics, Business Analytics, or a related function.
• Strong analytical experience working with sales, financial, pipeline, or other revenue-related data.
• Working knowledge of revenue forecasting, pipeline management, bookings, recurring revenue, sales cycles, conversion metrics, and forecast accuracy.
• Hands-on experience with a CRM such as HubSpot or Salesforce, including reporting, pipeline data, and data-quality monitoring.
• Advanced Excel skills and experience developing recurring reporting and analysis from multiple data sources.
• Experience building or maintaining dashboards using Power BI, Tableau, or similar business intelligence tools.
• Ability to translate complex data into clear findings and actionable recommendations.
• Demonstrated ability to work cross-functionally and communicate effectively with both financial and non-financial stakeholders.
• Comfort operating in a hands-on individual contributor role and working directly with business leaders.

Preferred Qualifications

• Experience in managed services, SaaS, technology, professional services, PE-backed, or another recurring-revenue environment.
• Experience working within or closely alongside Finance, with exposure to financial planning and forecasting.
• Experience with HubSpot and Power BI.
• Exposure to sales compensation reporting or commission validation.
• Experience helping establish new reporting, analytics, or Revenue Operations processes.

Compensation & Benefits

• Compensation and benefits details were not provided in the job description.

Equal Opportunity

• The organization is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.