Revenue Operations Analyst – Planning & Forecasting
EverCommerce
full-time
Posted on:
Location Type: Remote
Location: United States
Visit company websiteExplore more
Salary
💰 $100,000 - $120,000 per year
About the role
- Serve as a key member of the Revenue Operations team, supporting standardization of planning, forecasting, and performance measurements across the GTM organization.
- Own the consolidated GTM forecasts across brands, segments, and motions, including monthly, quarterly, and annual views.
- Manage GTM forecasting and performance cadences, including weekly forecasts, Monthly Business Reviews (MBRs).
- Analyze forecast performance and accuracy, pressure-testing assumptions through historical trends, prior-year comparisons, scenario analysis, and sensitivity modeling to identify risks, gaps, and confidence levels.
- Partner with Finance to align bookings forecasts with revenue expectations and understand downstream impacts on budget, expense planning, and overall financial outlook.
- Support Annual Operating Plan (AOP) and budget planning by building and maintaining models that inform bookings targets, capacity assumptions, productivity expectations, and scenario-based tradeoffs.
- Partner with Sales, Marketing, and Customer Success Operations to consolidate performance inputs, validate assumptions, and surface key drivers impacting results.
- Develop executive-ready narratives, presentations, and analytics that synthesize complex data into clear insights, risks, and decision points.
- Identify gaps in data, process, or inputs and recommend improvements to enhance forecast accuracy, scalability, and GTM alignment.
Requirements
- 5 + years of experience in revenue planning, forecasting, Sales Operations, RevOps, or Finance within a SaaS environment.
- Experience in high-velocity SMB SaaS businesses a plus.
- Bachelor’s degree in Business, Finance, or a related field; or equivalent practical experience.
- Advanced Excel and modeling skills including capacity models, bookings models, and scenario analysis.
- Understanding of full GTM lifecycle dynamics (Marketing → Sales → Expansion → Churn).
- Strong hands-on experience with Salesforce, including use of forecasting and planning tools such as Salesforce Forecasting, Clari, or similar platforms.
- Strong cross-functional collaboration, sound judgment, and attention to detail, with the ability to communicate insights clearly.
- Ability to synthesize complex data into clear insights for executive audiences.
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
revenue planningforecastingSales OperationsRevOpsfinancial modelingscenario analysiscapacity modelsbookings modelsdata analysisperformance measurement
Soft Skills
cross-functional collaborationattention to detailcommunicationsound judgmentdata synthesis