Develop and maintain dashboards, reports, and forecasting models to support revenue planning and operational decision‑making.
Analyze key revenue metrics (conversion rates, pipeline velocity, funnel performance, forecast accuracy) to identify trends and root causes.
Surface actionable insights that improve sales productivity and operational efficiency across the revenue organization.
Improve revenue processes including lead‑to‑client conversion, pipeline hygiene, territory alignment, and handoff between Marketing, Sales, and Client Service.
Evaluate and implement tools, workflows, and automation to streamline operations and enhance data quality.
Support business performance reviews by delivering structured insights and standardized reporting packages.
Partner with Sales, Marketing, Finance, and Client Service to unify revenue data, align KPIs, and support strategic planning initiatives.
Collaborate with Finance to support operational alignment on forecasting, compensation modeling, and strategic business initiatives.
Engage with Marketing to evaluate campaign performance and support attribution analysis across the full funnel.
Maintain data integrity across CRM and BI systems; identify and resolve data inconsistencies to ensure high‑quality reporting.
Define and document standard KPIs, reporting frameworks, and data dictionaries used across the revenue organization.

Requirements

4–6+ years of experience in revenue operations, sales operations, business analytics, or related roles; SaaS or high‑growth environment experience preferred.
Strong analytical skills with experience building dashboards and visualizations; proficiency with BI tools such as Tableau or Power BI.
Advanced Excel/Google Sheets skills; experience with CRM systems (Salesforce preferred).
Understanding of funnel analytics, forecasting methodologies, segmentation, and revenue performance metrics.
Experience working with large datasets and performing root‑cause analysis to identify revenue leakage or performance gaps.
Strong written, verbal, and data‑storytelling communication—able to present insights to senior leadership clearly and concisely.
High degree of attention to detail, accuracy, and ability to manage multiple priorities in a fast‑paced environment.
Bachelor’s degree in Business, Finance, Economics, Analytics, or related field.

Benefits

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays with a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
Pet Insurance

Applicant Tracking System Keywords

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

Hard Skills & Tools

dashboard developmentreportingforecasting modelsdata analysisfunnel performanceroot cause analysisKPI definitiondata integrityrevenue performance metricsdata visualization

Soft Skills

analytical skillscommunicationdata storytellingattention to detailorganizational skillsability to manage multiple prioritiescollaborationproblem-solvingpresentation skillsstrategic thinking