Assist in the development of services sales forecasts and long-range business planning.
Analyze active and prior customer contracts to support renewals, upsell opportunities, product coverage, invoicing continuity, and sales order recognition.
Apply strong analytical and systems-thinking skills to collect, synthesize, and interpret data, and improve processes and best practices.
Develop, enhance, maintain, and automate dashboards and executive reports that track key metrics such as renewal rates, churn, ARR/MRR trends, forecast accuracy, and pipeline health.
Partner with cross-functional teams to improve Salesforce processes, data quality, order management, and revenue recognition.
Lead and coordinate cross-functional projects to address complex issues and drive simplified, actionable solutions.
Track and report on key performance metrics, identify trends, risks, and opportunities, and recommend corrective actions.
Prepare executive-level presentations and communicate findings clearly to both technical and non-technical stakeholders.
Work independently with minimal direction, demonstrate professionalism and leadership, and ensure timely follow-up on action items and issue resolutions.
Support ad hoc reporting and analysis to answer business questions and improve decision-making.

Requirements

3+ years of experience in sales operations, revenue operations, finance, analytics, or a related role
3+ years’ experience interfacing with senior and executive leadership
3+ years’ experience with program/project management and/or leading projects in a cross-functional environment
4+ years of experience using digital tools which include Microsoft Office Products
Bachelor’s Degree or higher preferred
Salesforce, Tableau experience preferred
Experience with artificial intelligence (AI) tools in a business environment
4+ years of experience with financial analysis, planning, and forecasting
4+ years of experience in SaaS, digital services, or subscription-based businesses

Benefits

Health insurance
Flexible spending accounts
Health savings accounts
Retirement savings plans
Life and disability insurance programs
Paid time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial analysisbusiness planningdata analysisforecastingproject managementdashboard developmentreport automationsales operationsrevenue recognitionprocess improvement

Soft Skills

analytical skillssystems thinkingcommunicationleadershipproblem-solvingcollaborationpresentation skillsindependenceprofessionalismstakeholder engagement