Revenue Operations Analyst

Essential Duties and Responsibilities

• Owns recurring reporting across leads, opportunities, pipeline, renewals, and revenue recognition, ensuring accuracy and on-time delivery.
• Maintains financial models including commission calculations, forecast inputs, and bookings-to-revenue bridges without compromising the integrity of existing logic.
• Supports the weekly pipeline forecast process, including data preparation, deal movement tracking, and conversion of pipeline changes into revenue impact.
• Owes Salesforce data hygiene, including field maintenance, dashboard upkeep, data quality monitoring, and basic automation (formula fields).
• Buils reporting and dashboards for Sales and Marketing, and analyzes trends to identify opportunities to grow revenue and improve retention.
• Develops post-sale analytics over time, including renewal, expansion, and net revenue retention reporting in partnership with the Strategic Accounts team.
• Researches, evaluates, and recommends tools and vendors, and manages implementation, rollout, and end-user enablement.
• Documents processes and maintains standard operating procedures so commercial workflows are repeatable and not dependent on any single person.
• Supports sales operations mechanics including territory and quota maintenance, deal desk support, and commission plan execution.
• Identifies and prototypes automation and AI-driven improvements to reduce manual effort across the commercial organization.

Qualifications

• Education and Experience: Bachelor's degree in business, finance, analytics, or related field. 2-4 years' experience in revenue operations, sales operations, data analytics, financial analytics, or commercial analytics.

Skills and Competencies (Required)

• Demonstrated reliability owning recurring reporting and operational deliverables, with strong attention to accuracy and deadlines.
• Advanced Excel skills, including the ability to maintain complex models without breaking existing logic.
• Hands-on Salesforce experience, including report and dashboard building, data quality management, and comfort with administrative tasks.
• Strong analytical skills with the ability to translate data into clear, actionable findings.
• Ability to manage multiple priorities and work effectively across Sales, Marketing, Client Success, and Finance stakeholders.
• Sound judgment in handling confidential financial and commercial data.
• Strong written and verbal communication skills, including the ability to present findings to a variety of audiences.

Skills and Competencies (Preferred)

• Experience building reporting in a BI tool such as Power BI, Tableau, or Looker, beyond native CRM reporting.
• Experience running at least one tool or vendor selection from evaluation through rollout.
• A track record of building something useful that was not assigned, such as a dashboard, automation, or model created to close a gap the analyst noticed independently.
• Familiarity with AI and automation tooling, ideally demonstrated through self-directed projects rather than coursework alone.
• Exposure to revenue recognition concepts or finance systems (for example Sage Intacct or similar).
• Exposure to post-sale metrics such as renewal rates, expansion, and net revenue retention.
• Experience with automation platforms (for example Power Automate) or scripting (for example Python).

Computer Skills

• Proficiency in Microsoft Office Suite, with advanced Excel and strong PowerPoint.
• CRM experience required; Salesforce strongly preferred.
• BI tooling (Power BI, Tableau, or Looker) preferred.
• Ability to learn new software and platforms quickly as the commercial tech stack evolves.

Physical Demands

• Requires sitting for long periods of time, working at a desk.
• Sometimes may be required to stand, walk, stoop, kneel and/or crouch.
• May occasionally lift and/or move up to 15 pounds.

Work Environment

• Work Environment must be free from background noise and distraction.
• At home set up must meet all Company IT, privacy, and safety requirements.

Salary Range

$75,000 - $80,000

Benefits

• Paid time off;
• Medical, dental, vision, and critical illness insurance;
• HSA, HRA, and FSA;
• life and disability insurance;
• EAP;
• 401K;
• legal and identity theft coverage;
• pet insurance and more.