Business Analyst – Revenue Operations

This is a fully remote position, open to applicants in United States.

📋 Description

• Create, maintain, and enhance executive dashboards, KPI scorecards, and operational reporting.

• Evaluate business performance across clients, account executives, industries, geographies, service offerings, and recurring revenue.

• Track and report key financial and sales metrics.

• Provide recurring and ad hoc reporting to leadership along with actionable insights and recommendations.

• Uncover trends, risks, and opportunities through data analysis.

• Assist with pipeline governance and forecast reviews by performing analysis and reporting.

• Oversee opportunity progression and pipeline health to identify issues related to data quality or sales execution.

• Assess lead generation, opportunity conversion, account penetration, and renewal performance.

• Collaborate with Sales and Account Management to enhance opportunity hygiene and forecast precision.

• Enhance visibility into recurring revenue, renewals, and long-term pipeline health.

• Act as a subject matter expert on CRM data quality, reporting, and process governance.

• Aid in CRM enhancements, workflow automation, and ongoing system improvements.

• Monitor CRM adoption and data integrity, suggesting improvements as necessary.

• Document current and future business processes and assist in the development of standard operating procedures (SOPs).

• Help establish the CRM as the reliable source of truth for revenue operations.

• Identify opportunities to streamline processes, reduce manual work, and enhance operational efficiency.

• Review workflows and propose automation solutions that lessen administrative effort and improve data accuracy.

• Consistently boost productivity through process standardization and automation.

• Collaborate with teams across Sales, Client Success, Delivery, Finance, Marketing, and Executive Leadership.

⛳️ Requirements

• Bachelor's degree in Business, Finance, Economics, Data Analytics, Information Systems, or a related field.

• 5+ years of experience in Business Analysis, Revenue Operations, Sales Operations, Business Intelligence, or a similar analytical role.

• Strong background in analyzing business performance and creating executive reports.

• Experience in gathering business requirements and enhancing business processes.

• Proficiency in supporting CRM platforms such as Microsoft Dynamics, Salesforce, HubSpot, or similar.

• Advanced skills in Microsoft Excel and experience with business intelligence platforms.

• Strong analytical, problem-solving, and critical-thinking capabilities.

• Excellent communication, facilitation, and presentation skills.

• Ability to manage multiple priorities and work across various functions.

• U.S. Citizenship is required.

• Preferred: experience working with an MSP, Professional Services, IT Services, Staffing, or Technology organization.

• Preferred: experience in Sales Operations or Business Operations.

• Preferred: familiarity with Microsoft Dynamics CRM and Tableau.

• Preferred: knowledge of SQL, data modeling, and data visualization.

• Preferred: experience with workflow automation tools such as Power Automate, Power Apps, Power BI, or similar.

• Preferred: understanding of recurring revenue business models, managed services, forecasting, and pipeline management.

• Preferred: experience in documenting business processes and leading process improvement initiatives.

🏝️ Benefits

• Competitive salary.

• Excellent benefits.

• Exceptional work environment.