Revenue Operations Analyst

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

📋 Description

• Take ownership of recurring reporting related to leads, opportunities, pipeline, renewals, and revenue recognition.

• Manage financial models, which includes commission calculations, inputs for forecasting, and bridges from bookings to revenue.

• Assist in weekly pipeline forecasting by preparing data, tracking deal movements, and conducting revenue-impact analyses.

• Ensure Salesforce data integrity through field maintenance, dashboard creation, data quality monitoring, and basic formula-field automation.

• Create Sales and Marketing reports and dashboards while analyzing trends to enhance revenue and boost retention.

• Develop post-sale analytics focusing on renewals, expansion, and net revenue retention in collaboration with the Strategic Accounts team.

• Investigate, assess, and recommend tools and vendors; oversee their implementation, rollout, and user training.

• Document processes and uphold standard operating procedures.

• Provide support for territory and quota management, deal desk operations, and execution of commission plans.

• Prototype automation and AI-driven enhancements to minimize manual commercial tasks.

• Execute additional duties and responsibilities assigned by the manager to ensure WorkCare’s efficient functioning.

⛳️ Requirements

• Bachelor's degree in business, finance, analytics, or a related field.

• 2–4 years of experience in revenue operations, sales operations, data analytics, financial analytics, or commercial analytics.

• Proven reliability in managing recurring reporting and operational deliverables, with a keen focus on accuracy and meeting deadlines.

• Advanced Excel capabilities, including the ability to maintain complex models without disrupting existing logic.

• Practical experience with Salesforce, including building reports and dashboards, managing data quality, and performing administrative tasks.

• Strong analytical abilities and the capacity to convert data into clear, actionable insights.

• Aptitude for managing multiple priorities and collaborating effectively with Sales, Marketing, Client Success, and Finance stakeholders.

• Discretion in handling sensitive financial and commercial data.

• Excellent written and verbal communication skills, including the ability to present findings to diverse audiences.

• Experience in building reports using Power BI, Tableau, or Looker is preferred.

• Familiarity with leading a tool or vendor selection process from evaluation to rollout is preferred.

• Experience with self-directed dashboards, automations, or models is preferred.

• Knowledge of AI and automation tools is preferred.

• Exposure to revenue recognition concepts or financial systems such as Sage Intacct is preferred.

• Familiarity with metrics related to renewal rates, expansion, and net revenue retention is preferred.

• Experience with Power Automate or Python is preferred.

• Proficient in Microsoft Office Suite, advanced Excel, and strong PowerPoint skills.

• CRM experience is required; Salesforce experience is strongly preferred.

• Capability to quickly learn new software and platforms.

• Availability for periodic meetings and collaboration during standard business hours.

• Ability to work from home while meeting Company IT, privacy, and safety standards.

• Capacity to sit for extended periods and work at a desk.

• Ability to use a computer, phone, keyboard, and mouse.

• Occasionally able to stand, walk, stoop, kneel, crouch, and lift or move up to 15 pounds.

🏝️ Benefits

• Part-time schedule of approximately 15 hours per week.

• Flexible work hours, with the option to work evenings and weekends by mutual agreement.

• Fully remote work environment.

• Opportunity for autonomy and self-directed improvements.

• Clear pathway for growth within the commercial operations function.

• Reasonable accommodations for qualified individuals with disabilities.

• Equal opportunity in recruitment, hiring, training, transfer, promotion, compensation, benefits, employee activities, and overall treatment.