
Revenue Operations BI Analyst
Epicor
full-time
Posted on:
Location Type: Hybrid
Location: Austin • Minnesota • Texas • United States
Visit company websiteExplore more
Salary
💰 $105,000 - $178,000 per year
About the role
- Defines analytics and dashboards based on analytics from internal and external data that lead to actionable insight for decision-makers.
- Creates specifications for reports and analysis based on business needs using system reporting tools.
- Recommends improvement for GTM processes.
- Leads projects and acts as a mentor for other team members and a resource for complex issues.
- Conducts in-depth analysis and provides recommendations for standard and executive-level Revenue Operations reporting and dashboards across CRM and BI tools to measure GTM performance.
- Develops, implements, and continuously improves KPI definitions and measurement frameworks aligned to organizational goals.
- Partners with RevOps and GTM stakeholders to identify key business questions, prioritize analytics roadmaps, and deliver insights that improve pipeline generation, sales execution, and customer outcomes.
- Recommends strategies to enhance CRM data quality and governance and works with field teams to improve data capture processes.
- Gathers and synthesizes insights from Conversational Intelligence and CRM tools to identify trends in customer needs, sales behaviors, deal risks, objection themes, and coaching opportunities.
- Leverages AI to accelerate insight generation, improve forecasting inputs, and scale reporting/analysis workflows.
- Collaborates effectively with stakeholders across the company.
Requirements
- Strong knowledge of CRM and GTM data, including Salesforce objects and typical revenue processes.
- Ability to interpret data into insights for decision making.
- Ability to identify and implement process improvement.
- Strong experience with BI/visualization tools (e.g., Tableau, PowerBI) and best practices for dashboard usability, performance, and metric governance.
- Proficiency in SQL and experience developing reliable datasets for BI; familiarity with ETL/ELT concepts and data quality practices.
- 5+ years of applicable BI/analytics experience, including significant work with CRM and GTM/revenue data.
- Bachelor’s degree (or equivalent experience).
Benefits
- Comprehensive health and wellness benefits designed to support your overall well-being.
- Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
- Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
- Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
- Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
- Comprehensive support for international relocations and permanent residency processes.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
SQLBI toolsTableauPowerBIETLELTKPI definitionsdata quality practicesanalyticsreporting
Soft Skills
leadershipmentoringcollaborationcommunicationanalytical thinkingproblem-solvingprocess improvementinsight generationstakeholder managementdata interpretation
Certifications
Bachelor's degree