Analyze core metrics (pipeline health, bookings, retention/churn, product usage, and ARR trends) to identify risks, opportunities, and performance drivers. Perform detailed cohort, segmentation, and funnel analysis.
Own the creation and maintenance of executive-level dashboards (Salesforce, Looker/Tableau, or equivalent). Produce weekly business reviews, monthly KPI reports, and materials that support the C-level and Board reporting process.
Support the bookings forecast process and ensure sales data integrity within the CRM. Maintain and refine predictive models for capacity planning, rep productivity, territory performance, and support quota-setting exercises.
Partner with Sales Management, Marketing Ops, CS Ops, and Product Ops to unify data sources and workflows (Salesforce, Pendo, Gainsight, Marketo, Snowflake, etc.). Ensure consistent data definitions and reporting standards across functions to support end-to-end funnel attribution.
Provide data-driven insights to support annual and quarterly GTM initiatives, including quota-setting, territory modeling, and headcount planning.
Measure the impact of new processes and enablement programs. Track KPI performance, identify GTM process breakdowns, and recommend operational changes to enhance efficiency and productivity.
Respond quickly to high-urgency requests from the VP of RevOps, CRO, and CFO with clean, accurate deep dives on win rates, product sales performance, ASP, churn drivers, and related strategic topics.

Requirements

Bachelor’s degree in Business, Finance, Business Analytics, or related field.
5-7+ years of experience in Sales Operations, Revenue Operations, FP&A, or Business Analytics.
Expert-level proficiency in Excel/Google Sheets (index/match, nested logic, pivot tables, scenario modeling).
Proficiency in Salesforce reporting and Business Intelligence (BI) tools (e.g., Looker, Tableau, PowerBI, SQL, Python).
Strong understanding of core SaaS metrics (ARR, NRR, CAC/LTV, pipeline conversion rates).
Demonstrated ability to translate complex data into clear narratives and present findings to senior leadership.
High attention to detail, comfort working with large datasets, and a proven ability to execute quickly in a fast-paced environment.
Ability to travel (10%)

Benefits

Employees can expect a robust benefits package, including health and dental and 401k with company match
Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays
Up to 4 weeks paid bonding leave
Tuition reimbursement
Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!
24/7 access to virtual medical care with Teladoc
Quarterly awards based on peer nominations
Regional discounts and perks
Opportunities to participate in charitable events and give back to the community

Applicant Tracking System Keywords

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

Hard Skills & Tools

data analysiscohort analysissegmentation analysisfunnel analysispredictive modelingKPI reportingdata integrityscenario modelingSaaS metricsdata visualization

Soft Skills

attention to detailcommunicationproblem-solvingdata storytellingcollaborationadaptabilitytime managementanalytical thinkingpresentation skillsexecutive reporting