Senior Revenue Operations Analyst

Core Responsibilities

• Own recurring GTM reporting including pipeline creation, conversion, bookings, forecast trends, renewals, and key performance metrics
• Build and maintain executive dashboards, scorecards, and monthly business review materials
• Deliver ad hoc analysis to support leadership decisions, board preparation, territory planning, and performance management
• Identify trends, risks, and opportunities across the revenue funnel and present actionable recommendations
• Leverage AI tools to accelerate analysis, surface insights from large data sets, and build repeatable reporting frameworks that reduce manual effort
• Support weekly and monthly forecast processes, including data preparation, inspection, rollups, and reporting accuracy
• Maintain pipeline health, stage progression, close-date movement, and seller activity trends
• Partner with sales and revenue operations leadership on pipeline reviews and opportunity hygiene
• Improve forecast consistency through process discipline and reporting enhancements
• Apply AI-assisted tools and automation to improve forecast accuracy, flag pipeline risks, and create consistent, scalable inspection processes
• Build and maintain Salesforce reports, dashboards, list views, workflows, validation rules, and basic automations
• Manage user requests, field updates, page layout improvements, and ongoing system enhancements with oversight from system owners
• Ensure CRM data quality, governance, and process adherence
• Partner with external admins or internal stakeholders on larger system initiatives when needed
• Track GTM OKRs and performance metrics across the Revenue team
• Support campaign, lead follow-up, and conversion reporting
• Optimize lead management reporting and accountability tracking
• Partner cross-functionally to improve workflows, visibility, and execution across the customer lifecycle
• Support organizational planning and design analysis
• Aid in system implementations, integrations, and process improvement initiatives
• Build scalable reporting infrastructure aligned with Finance, leveraging AI and automation to reduce manual work and improve decision speed

Qualifications

• 5+ years of experience in Revenue Operations, Sales Operations, Business Analytics, or related field
• Advanced data analysis skills with strong Excel proficiency
• Hands-on Salesforce experience building reports, dashboards, and basic admin customizations
• Strong understanding of SaaS or recurring revenue metrics, pipeline management, and forecasting
• Experience translating data into executive-ready insights and recommendations
• High attention to detail with strong ownership mentality
• Ability to manage multiple priorities in a fast-paced growth environment
• Comfort and confidence using AI tools to improve workflows, accelerate analysis, and drive repeatable processes
• Experience building dashboards and visualizing data with PowerBI or similar BI platforms
• SQL experience or ability to work with larger data sets