Revenue Operations Analyst

About the role

The Revenue Operations team sits at the center of PitchBook’s go-to-market engine, translating data into the insights that power strategic decisions across Sales, Marketing, Customer Success, and Finance. We are a collaborative, detail-oriented team that takes ownership of the full analytical lifecycle, from raw data to executive dashboards, and we hold ourselves to a high standard of rigor and clarity.

Primary Job Responsibilities

• Own weekly and monthly sales performance reporting covering pipeline, attainment, and pacing; run and maintain the WBR/MBR/QBR process end-to-end, including narrative framing and exec-ready dashboards
• Build and maintain executive OKR and revenue dashboards across the full GTM funnel and post-sale lifecycle, ensuring consistent KPI definitions and reporting standards
• Conduct marketing funnel analytics, campaign ROI measurement, lead routing and distribution analysis, and territory design and capacity planning analytics across global offices
• Partner with Customer Success on customer lifecycle, retention, and expansion analytics; build and interpret reporting from Salesforce, Marketo, and Gong to surface clear, actionable insights
• Facilitate the forecasting process across Sales, Marketing, Customer Success, and Finance, owning cadence, inputs, scenario reviews, and translation into the business narrative
• Proactively generate insights indexed to business impact, surfacing what the business should be asking before it thinks to ask
• Validate hypotheses raised by operational, field, or finance leaders, delivering rigorous analysis that confirms, challenges, or reframes the original question
• Champion data quality, governance, and KPI consistency across revenue systems; identify opportunities for automation and advanced analytics in partnership with data science counterparts
• Collaborate cross-functionally with RevOps, GTM Operations, Marketing Ops, and business stakeholders to align analytics work to commercial priorities
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Basic Qualifications

• Bachelor’s degree in Business, Analytics, Statistics, Economics or Finance
• 3+ years of experience in revenue operations, sales operations, marketing operations, or finance operations
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications

• Solid understanding of B2B GTM and revenue metrics including pipeline health, funnel conversion, retention, expansion, and forecasting; familiarity with Salesforce reporting required, experience with Marketo or Gong is a plus
• Demonstrated ability to build intuitive dashboards and compelling visualizations that help business leaders understand performance, identify opportunities, and make confident, data-driven decisions across a variety of analytics platforms
• Strong command of SQL and hands-on experience querying large datasets in modern data platforms (e.g., Snowflake, BigQuery); comfort navigating messy, high-volume data is essential
• Clear, confident communicator who can translate complex data into plain language for senior stakeholders, with strong cross-functional instincts and comfort working across Sales, Marketing, Customer Success, Finance, and technical teams
• Genuine curiosity about AI-assisted analytics and intelligent automation, and willingness to actively adopt emerging tools