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Revenue Analyst
CGWS - COME GROW WITH USRevenue Analyst driving insights for BambooHR's market strategies and improving sales efficiency. Collaborating with sales leadership to analyze performance and optimize growth.
Tech Stack
Tools & technologiesSFDCSQL
About the role
Key responsibilities & impact- Partner closely with the Sales Leadership Team, providing in-depth analysis and actionable insights to improve processes and drive bottom-line results
- Run strategic funnel analysis - highlighting the sales funnel to determine opportunities to improve efficiency and effectiveness (ensuring the sales team has the pipeline needed to meet goals and achieve the needed conversion rates)
- Analyze the KPIs and unit economics of our sales model to identify risks/opportunities to focus on for improvement
- Analyze trends and variances across sales segments, product categories, pipelines, etc.
- Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports
- Build and own the data sets that sales leaders and teams use to actively manage their businesses
- Meet with stakeholders to scope future projects and manage expectations on timelines
- Function as an integration point between data and financial teams to help set expectations on capabilities, projects, and initiatives. Ensure compliance to revenue recognition standards.
- Partner with Data Engineering to collaboratively build and maintain our Certified Data platform, ensuring the revenue organization's source of truth remains accurate, scalable, and aligned with business needs.
- Assist in preparing recurring reports, such as Monthly Business Reviews, forecast meetings, leadership summaries, etc.
- Function as the expert on data for the revenue organization, including data architecture for systems of record and data consumption systems
- Operate as the “source of truth” for data and insights
Requirements
What you’ll need- 3+ years of experience in prior strategic analytical roles, with at least a few years heavily focused on sales analytics (an understanding of the SaaS sales funnel and GTM strategy is very important).
- You know how to code in SQL to run queries and manipulate data.
- You build compelling, clear dashboards and reports in PowerBI with ease
- You're proficient in Excel and enjoy working through complex problems with it
- You understand how to get data from Salesforce.com to provide reporting and inform dashboard creation.
- You bring confidence, understanding, and empathy to cross-functional partnerships and are comfortable working directly with senior leadership teams.
- Adept at influencing and collaborating with cross-functional teams to achieve successful outcomes, even when team members do not report directly to you
- You have a strong understanding of general business operations, and the ability to model those areas, while inserting the data and intelligence to make them better.
- You're a strategic thinker with the ability to connect to the big picture while working in the sometimes ambiguous details
- You know how to compel action through storytelling based upon what the data is telling you, without being biased
- Skilled in breaking down complex and ambiguous projects into clear, actionable steps and tasks.
Benefits
Comp & perks- Comprehensive health, life, and disability insurance
- Generous leave policies that include 4 weeks of vacation, 12 company holidays, parental leave, and volunteer time off so you can enjoy quality of life
- 401k plans with up to 6% company match
- $2000 Paid-Paid Vacation bonus
- EAP through Headspace
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLdata analysissales analyticsdata visualizationdashboard creationExceldata architecturedata manipulationKPI analysisunit economics
Soft Skills
strategic thinkingcross-functional collaborationinfluencingstorytellingproblem-solvingempathycommunicationproject managementstakeholder managementadaptability