Business Analyst

About The Role

The Business Analyst partners with revenue, finance, product, and engineering teams to improve the systems and processes that support forecasting, pipeline management, pricing, and reporting. The role turns ambiguous business questions into clear requirements, reliable analysis, and scalable workflows across CRM, billing, data warehouse, and business intelligence platforms. Its work helps leadership make faster decisions and gives operating teams cleaner, more dependable systems.

Key Responsibilities

• Translate business needs into detailed requirements, process maps, user stories, and acceptance criteria for systems and workflow changes
• Analyze pipeline, bookings, retention, and operational data using SQL, spreadsheets, and BI tools to surface trends, gaps, and opportunities
• Own reporting definitions and data quality checks across CRM, ERP, billing, and warehouse systems
• Partner with RevOps, Finance, Sales, Product, and Engineering to prioritize enhancements and deliver projects from discovery through launch
• Design and document scalable workflows, controls, and standard operating procedures in tools such as Salesforce, NetSuite, Snowflake, and Jira
• Build dashboards and recurring reports in Tableau, Looker, or Power BI, clearly communicating findings and recommended actions
• Lead user acceptance testing, troubleshoot defects, and measure adoption and business impact after implementation

What We Are Looking For

• 3-6 years of experience in business analysis, revenue operations, data analytics, systems analysis, or a related role
• Advanced Excel or Google Sheets skills and working proficiency in SQL; experience querying relational databases and validating data across systems
• Hands-on experience with CRM, ERP, billing, or subscription systems; Salesforce experience is strongly preferred
• Experience building dashboards and business reporting in Tableau, Looker, Power BI, or a comparable BI platform
• Strong requirements gathering, process mapping, documentation, and project-management skills across technical and business stakeholders
• Bachelor's degree in business, finance, economics, information systems, computer science, or a related field
• Bonus: Experience with Snowflake, dbt, Salesforce objects and reporting, subscription metrics, SaaS revenue operations, or workflow automation tools