Jobs · Analyst · California

Lead Analyst Revenue Operations

Smart Circle International · Newport Beach, CA · 3 wk ago
HybridAnalystFull-time

The Lead Analyst

Serves as the lead analytics partner for assigned clients and sales organizations, owning performance analysis, forecasting, and commercial reporting.

  • Lead performance discussions and present actionable recommendations to senior leadership, clients, and cross-functional stakeholders.
  • Own daily Excel-driven analysis across sales performance, profitability, forecasting, and compensation strategy.
  • Build and maintain complex financial models, pro forma P&Ls, incentive structures, and scenario analyses.
  • Partner directly with independent sales leaders and business owners to improve performance, optimize earnings, and identify growth opportunities.
  • Develop executive-level reporting, KPI dashboards, and commercial performance analysis in Excel and Tableau.
  • Validate reporting accuracy, data integrity, and financial assumptions while quickly identifying trends, gaps, and risks.

What You’ll Bring

  • Advanced Excel & Technical Analytics: Expert-level Excel capabilities with strong experience in financial modeling, large dataset management, reporting automation, and KPI/dashboard development using tools such as Tableau or Power BI.
  • Commercial & Financial Acumen: Understands the operational and financial drivers behind sales performance, profitability, forecasting, and compensation strategy.
  • Analytical Problem Solving: Quickly identifies trends, risks, inconsistencies, and growth opportunities within complex datasets and ambiguous business scenarios.
  • Executive Communication: Presents insights, recommendations, and performance narratives clearly and confidently to leadership and cross-functional teams.
  • Ownership & Execution: Operates with urgency, manages competing priorities effectively, and delivers accurate work in fast-paced, high-performance environments.

About the Company

Smart Circle International is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses, and through door-to-door canvassing. Smart Circle operates from two locations: our headquarters in Newport Beach, California, and an office in Toronto, Ontario. Visit smartcircle.com to learn more!

Total Rewards

  • Vacation, sick leave, paid holidays.
  • Medical (with an HSA plan option), dental, vision.
  • Company paid Basic Life insurance, opportunity to enroll in Voluntary Life plans.
  • Employee Assistance Program.
  • 401K with employer match.
  • Employee referral program, home office stipend, opportunities for team building, growth, and development.

Equal Opportunity Employer

We are an Equal Opportunity Employer, committed to building a workplace where every individual is valued, respected, and empowered to grow, regardless of background or identity. Discrimination or harassment of any kind has no place here, and we expect every team member to uphold a culture of dignity and respect.

Similar jobs

Revenue Operations Lead

AffirmChicago, IL· 2 wk ago
RemoteManagement$130k–$180k/yrapply on job-boards.greenhouse.io

Revenue Operations Lead

AffirmNashville, TN· 2 wk ago
RemoteManagement$130k–$180k/yrapply on job-boards.greenhouse.io