Customer Revenue Analyst

DISHER

Customer Revenue Analyst managing revenue performance through upsell and retention strategies. Utilizing HubSpot and Power BI, bridging Account team and Customer Success needs.

Posted 7/16/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Revenue and Sales Operations with a focus on B2B/SaaS environments, leveraging advanced HubSpot and Power BI skills for data-driven decision-making and forecasting. Capable of orchestrating cross-functional workflows and translating complex data into actionable insights.

Highest-signal resume keywords

Revenue PlanningHubSpot ExpertisePower BI ProficiencyForecasting ExperienceCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Revenue PlanningForecastingMargin AnalysisScenario ModelingData ModelingDAXWorkflow AutomationKPI GovernanceChurn Risk SimulationLead-to-Cash Workflow

Soft Skills

Data StorytellingRisk IdentificationCross-Functional Teamwork

Tools & Technologies

HubSpotPower BIExcel

Industry Keywords

B2BSaaSCustomer Lifetime CycleRetention MetricsExecutive Presentation

About the role

Key responsibilities & impact

Own annual revenue planning and monthly forecasting for enterprise customers.
Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations.
Conduct margin analysis by customer segment and service tier.
Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot.
Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance.
Coordinate with Deal Desk on non-standard renewal pricing and contract terms.
Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success).
Build and maintain executive Power BI dashboards tracking:
Pipeline Health (coverage, velocity, win rates)
Retention (NRR, GRR, churn by segment)
Productivity (attainment, time-to-close)
KPI Governance (define metrics, data dictionaries, and cadence)
Serve as the HubSpot RevOps Subject Matter Expert.
Implement AI workflow orchestration within HubSpot.
Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets.

Requirements

What you’ll need

At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred)
Advanced HubSpot expertise with the ability to build custom reports, workflow automations, deal pipeline management, and property creation.
Proven Power BI experience with DAX, data modeling, paginated reports, embedded dashboards, and business insights.
Strong Excel skills for ad-hoc modeling and scenario analysis.
Experience with forecasting, retention metrics, and executive presentation.
Ability to turn complex data into simple, actionable stories.
Ability to spot risks before they materialize.
Desire to be in a cross-functional team environment and be the bridge between Account Managers, Customer Success Managers, and ELT priorities.
Must have the current and continuing right to work in the United States of America without restrictions or expirations.

Benefits

Comp & perks

Supportive, collaborative environment
Focus on work-life balance
Professional development opportunities