Revenue Operations Analyst

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

📋 Description

• Collaborate with revenue leaders and cross-functional teams to enhance operational visibility, facilitate decision-making, and boost performance throughout the revenue lifecycle.

• Create, oversee, and enhance reporting for pipeline visibility, bookings, forecasting, retention, expansion, customer health, and overall revenue performance.

• Evaluate data from various systems to uncover trends, risks, opportunities, and underlying causes.

• Convert analysis into actionable insights for Revenue, Sales, Customer Success, Finance, Operations, and senior leadership.

• Assist in defining and scaling revenue processes, including lead-to-opportunity, sales handoff, customer lifecycle management, renewals, expansion, and forecasting workflows.

• Develop streamlined workflows that minimize manual tasks and enhance data quality.

• Effectively convey insights to diverse stakeholder groups.

• Implement process enhancements that decrease manual reporting and increase visibility into metrics, objectives, and budget allocations.

• Leverage AI-enabled tools to enhance reporting, insight generation, playbook development, and workflow efficiency.

• Propose and implement continuous improvements to revenue reporting, processes, systems, and governance.

• Aid in the implementation and ongoing enhancement of revenue technologies.

⛳️ Requirements

• Over 5 years of experience in Revenue Operations, Sales Operations, Customer Operations, FP&A, consulting, finance, or a similar operational role with a focus on revenue performance, reporting, or process improvement.

• Proven experience in developing reporting and insights that support revenue performance, forecasting, pipeline management, retention, expansion, or customer lifecycle visibility.

• Strong analytical skills to interpret data from multiple systems, identify trends, and translate findings into actionable recommendations.

• Experience collaborating cross-functionally with teams such as Sales, Customer Success, Renewals, Revenue Operations, Finance, or equivalent departments.

• Familiarity with CRM, revenue, customer success, spreadsheet, and BI platforms such as Salesforce, Gainsight, Gong, Google Sheets, Excel, Tableau, or similar tools.

• Solid understanding of sales processes, forecasting methodologies, customer lifecycle metrics, and financial reporting.

• Exceptional communication skills with senior stakeholders and the ability to simplify complex information.

• Experience utilizing AI-enabled tools to enhance reporting, analysis, workflow efficiency, or operational outcomes.

• Experience in a SaaS environment is preferred.

• SQL knowledge is a plus.

• Familiarity with revenue planning, forecasting, compensation, or territory management tools is desirable.

• Experience in supporting segmentation, territory design, revenue playbooks, or lifecycle process design is also desirable.

🏝️ Benefits

• Bonus opportunities

• Flexible work schedules

• Comprehensive health and wellness benefits

• Flexible time off plans

• Career growth through development programs

• Collaborative, innovative culture

• Drug-Free Workplace

• Equal Opportunity Employer