Senior Manager, Revenue Operation Analytics

Overview

A well-established financial services organization is seeking a Senior Manager of Sales Operations & Analytics to enhance its revenue generation through detailed sales analytics, pipeline management, and performance insights. This role focuses on developing data-driven strategies to improve pipeline conversion rates, segmentation, forecasting accuracy, and overall sales productivity within the direct-to-consumer business.

Responsibilities

• Manage end-to-end sales funnel analytics, tracking lead engagement through opportunity creation, pipeline progression, and closed-won outcomes.
• Monitor conversion rates, velocity, leakage, and capacity utilization at each sales stage to identify trends and performance gaps.
• Develop segmentation frameworks based on persona, channel, deal size, advisor, and territory to guide investment and prioritization.
• Conduct win/loss analyses incorporating qualitative insights to identify factors influencing sales success and obstacles to closing deals.
• Identify opportunities to improve sales productivity, including advisor capacity, outreach cadences, touchpoint effectiveness, and territory structures.
• Perform deep-dive analyses on pipeline mix, revenue forecasting, lead routing efficiency, and deal quality.
• Build predictive and diagnostic models to enhance forecast accuracy, identify at-risk pipeline segments, and improve prioritization.
• Recommend optimization strategies such as improved scoring, better routing, targeted enablement, and churn risk mitigation.
• Design and maintain sales dashboards using Power BI and Salesforce to support leadership visibility.
• Ensure consistent data definitions and quality across reporting platforms.
• Collaborate with Business Intelligence, Finance, and Marketing Operations teams to maintain data integrity, resolve discrepancies, and enhance automation.
• Develop new analytical views to support strategic decision-making, including pipeline aging, forecast scenarios, representative productivity, and segmentation reports.
• Provide executive-level insights on funnel performance, revenue pacing, pipeline health, and operational risks.
• Work cross-functionally with Marketing, Sales Leadership, BI, and Finance to improve lead generation and sales execution.
• Translate analytical findings into actionable business recommendations with clear ownership, timelines, and measurable impact.

Requirements

• Minimum of 10 years of experience in sales operations, revenue operations, sales analytics, or marketing analytics within a data-driven environment.
• Proficiency in Salesforce, Power BI, SQL, Python (preferred), and advanced Excel.
• Strong understanding of pipeline management, forecasting, segmentation, and sales KPIs.
• Experience supporting high-velocity or multi-stage sales processes.
• Excellent analytical and problem-solving skills with the ability to communicate insights effectively.
• High attention to detail, strong communication skills, and executive presence.
• Ability to manage multiple priorities in a fast-paced, growth-oriented environment.

Work Schedule and Conditions

• Monday through Friday, 8:00 AM – 5:00 PM.
• Professional office environment with daytime hours.
• Work involves standing and sitting at a workstation; no heavy lifting over 20 lbs.

Compensation & Benefits

• Base salary range: $106,250 - $120,000 USD, dependent on geographic location, experience, education, skills, and certifications.
• Eligibility for incentive compensation programs.
• Comprehensive benefits package including:
  • Company-paid Basic Life & AD&D Insurance.
  • Company-paid Short-Term and Long-Term Disability Insurance.
  • Supplemental insurance options (Life & AD&D, Short-Term Disability, Accident, Critical Illness, Hospital Indemnity).
  • Multiple medical plan options including High Deductible Health Plans and traditional co-pay plans.
  • Health Savings Account (HSA) with company contributions for eligible plans.
  • Dental and vision insurance plans.
  • Dependent Care Savings Account.
  • Fourteen company-paid holidays including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Employee Assistance Program.
  • Family Medical Leave and Paid Parental Leave (8 weeks).
  • Maternity benefits combining company-paid short-term disability and parental leave.
  • Adoption Assistance Reimbursement Program.
  • Company-paid concierge services for caregiving and life challenges.
  • 401(k) Retirement Plan with Traditional, Roth, and after-tax options including employer match.
  • Pet insurance.
  • Personalized financial planning and guidance at preferred employee pricing.

Application Information

• Initial application deadline: May 21, 2026. Applications received after this date may be considered on a rolling basis until the position is filled.
• Early application is encouraged.
• The employer is an equal opportunity organization and complies with federal employment eligibility verification requirements.
• Accommodation requests during the application or hiring process are available upon request.

Location

• Flexible working arrangements with no formal headquarters, allowing for remote or distributed work setups.