PlanHub

Senior Revenue Operations Analyst

PlanHub

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Senior

About the role

  • Support the day-to-day operation and optimization of HubSpot CRM for the Sales team, with a focus on data integrity, reporting accuracy, and workflow effectiveness
  • Analyze pipeline and forecast data to surface trends, risks, and opportunities impacting revenue predictability and sales performance
  • Build, maintain, and refine pipeline and forecast reports that provide clear visibility for Sales leadership and executive stakeholders
  • Develop and maintain executive-ready dashboards that track pipeline health, conversion rates, deal velocity, and forecast accuracy
  • Perform deep-dive analysis on sales rep and SDR performance to identify drivers of success, bottlenecks, and areas for improvement
  • Monitor stage progression, deal aging, and forecast movement to highlight gaps in process execution or data hygiene
  • Partner with Sales leadership to provide analytical support for forecast reviews, pipeline inspections, and performance discussions
  • Identify data quality issues, workflow breakdowns, and reporting inconsistencies, and recommend solutions to improve accuracy and efficiency
  • Build and refine HubSpot workflows that support lead routing, pipeline hygiene, and consistent sales execution
  • Leverage AI-driven tools and analytics to accelerate data analysis, identify patterns, and improve workflow efficiency
  • Collaborate with Sales, Marketing, Product, and the shared Data team to ensure consistent definitions, aligned metrics, and scalable reporting
  • Support sales commission and incentive compensation processes through data validation, reporting, and reconciliation.

Requirements

  • 6+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a senior analytics-focused role within SaaS or high-growth environments
  • Strong experience in sales forecasting, pipeline reporting, and revenue analysis—ideally within a multisided marketplace
  • Deep, hands-on expertise with HubSpot, including advanced workflows, automation, dashboards, and reporting
  • Experience leveraging AI technologies to improve forecasting, analytics, and operational efficiency
  • Advanced analytical skills with the ability to translate complex data into clear, actionable, executive-level insights
  • Highly detail-oriented, data-driven, and proactive in identifying opportunities for improvement
  • Strong communication skills and the ability to partner confidently with senior sales leaders as a trusted advisor
  • Experience working in a hyperscale or rapidly scaling organization is highly advantageous.
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
sales forecastingpipeline reportingrevenue analysisdata validationdata analysisreporting accuracyworkflow optimizationdata integrityadvanced analyticsAI technologies
Soft Skills
detail-orienteddata-drivenproactivestrong communicationanalytical skillstrusted advisorcollaborationproblem-solvingperformance analysisstakeholder engagement