Rev Ops Analyst

Switchboard is seeking a Rev Ops Analyst for Yooz, a global leader in cloud-based AP and purchase-to-pay automation. This individual contributor role focuses on making Yooz's go-to-market data visible, reliable, and actionable, reporting directly to the VP of Rev Ops.

About Yooz

Yooz is redefining Lean Financial Operations automation, trusted by 600,000+ users across 50+ countries. They provide cloud-based AP and purchase-to-pay automation with industry-leading native AI to eliminate waste, accelerate growth, and defeat fraud. Great Place To Work Certified, Yooz prioritizes a culture of integrity, excellence, and obsessive customer focus.

Responsibilities

• Reporting & Dashboard Ownership
  • Build, own, and continuously improve the GTM reporting suite covering pipeline coverage, velocity, conversion rates, lead volume, source attribution, and rep performance.
  • Design and maintain executive-level dashboards for weekly and monthly business reviews, QBRs, and forecast calls.
  • Surface insights from sales conversations and activity data, connecting them to pipeline and revenue outcomes.
  • Standardize metric definitions and calculation logic across all reports with clear documentation for reproducibility.
  • Partner with the VP of Rev Ops to proactively build views that help Sales, SDR, and CS leadership manage their teams.
  • Identify gaps in existing reporting and drive new dashboard build-out as the business scales.
• Data Hygiene
  • Own the hygiene of pipeline and lead data across GTM systems of record.
  • Build and monitor hygiene checks that surface stale opportunities, missing required fields, duplicate records, and stage-skipping anomalies.
  • Establish and maintain data standards and validation practices, working with system owners and team leads to enforce them.
  • Conduct regular data audits ahead of forecast calls, QBRs, and board reporting cycles.
  • Identify upstream data quality issues and partner with relevant owners to resolve them at the source.
• Documentation & Enablement
  • Create and maintain clear documentation for reports and dashboards, including metric definitions and interpretation guides.
  • Build simple user guides and quick-reference materials to reduce reliance on one-off data pulls.
  • Support new hire onboarding on relevant reporting tools and dashboards.
  • Gather user feedback and iterate on documentation and dashboard design.

Requirements

• 3+ years of experience in Revenue Operations, Sales Operations, FP&A/financial analysis, quota-carrying sales, or a related analytical or GTM role.
• Advanced Excel skillset, including pivot tables and regression analysis.
• Experience with Tableau, Power BI, or a similar data visualization tool preferred.
• Ability to design clean, intuitive, and purpose-built reporting for its audience.
• Comfortable translating data into clear business narratives.
• Organized and detail-oriented, able to manage multiple reporting priorities in a fast-moving environment.
• Strong communication skills, comfortable presenting to Sales Managers and senior leadership.
• Direct experience with Salesforce and/or HubSpot preferred.

Benefits

• Comprehensive health coverage
• 401(k) match
• Generous PTO
• Remote flexibility

Pay

$120K - $150K

Schedule

Remote if outside the Dallas metro area. Hybrid (3 days a week) within the Dallas metro. US work authorization required; sponsorship not available.