Senior Revenue Operations Analyst

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

📋 Description

• Take charge of the recurring GTM reporting, which includes creating pipelines, tracking conversion metrics, bookings, forecasting trends, renewals, and key performance indicators.

• Develop and sustain executive dashboards, scorecards, and materials for monthly business reviews.

• Provide ad hoc analyses to assist leadership in decision-making, board preparations, territory planning, and managing performance.

• Recognize trends, risks, and opportunities within the revenue funnel and offer actionable recommendations.

• Aid in the weekly and monthly forecasting processes, which encompasses data preparation, validation, roll-ups, and ensuring reporting accuracy.

• Supervise pipeline health, stage progression, close-date shifts, and trends in seller activity.

• Collaborate with sales and revenue operations leadership to conduct pipeline reviews and maintain opportunity hygiene.

• Enhance forecast reliability through disciplined processes and improved reporting.

• Create and manage Salesforce reports, dashboards, list views, workflows, validation rules, and basic automation tasks.

• Oversee user requests, field updates, page layout enhancements, and continuous system improvements with guidance from system owners.

• Ensure the quality, governance, and adherence to processes of CRM data.

• Collaborate with external administrators or internal stakeholders for larger system initiatives when necessary.

• Monitor GTM OKRs and performance indicators across the Revenue team.

• Support campaign initiatives, lead follow-ups, and conversion reporting.

• Assist in optimizing lead management reporting and accountability tracking.

• Work cross-functionally to enhance workflows, visibility, and execution throughout the customer lifecycle.

• Aid in system implementations, integrations, and initiatives for process improvement.

• Establish a scalable reporting infrastructure in alignment with Finance to minimize manual tasks and accelerate decision-making.

⛳️ Requirements

• A minimum of 5 years of experience in Revenue Operations, Sales Operations, Business Analytics, or a related field.

• Proficient in advanced data analysis with strong skills in Excel.

• Practical experience with Salesforce, including building reports, dashboards, and basic administrative customizations.

• Solid understanding of SaaS or recurring revenue metrics, pipeline management, and forecasting methodologies.

• Proven experience in converting data into insights and recommendations suitable for executive-level discussions.

• High attention to detail and a strong sense of ownership.

• Capable of managing multiple priorities within a fast-paced growth environment.

• Preferred: Familiarity with Power BI or similar business intelligence platforms.

• Experience with SQL or the ability to handle larger data sets.

• Background in EdTech, SaaS, or B2B go-to-market strategies is a plus.

• Salesforce Admin certification is desirable.

🏝️ Benefits

• Comprehensive health and wellness benefits.

• Opportunities for professional development and growth.

• Flexible work arrangements to promote work-life balance.

• Engaging company culture with a focus on collaboration and innovation.