Strategic Analytics – Transformation Manager

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

📋 Description

• Create, sustain, and enhance financial and operational models that foster revenue growth, improve gross margin performance, assist in forecasting, and support strategic planning.

• Evaluate sales performance trends and produce executive-ready reports.

• Conduct scenario modeling, investment analysis, and business case development.

• Collaborate with Finance and Sales Leadership to enhance forecast accuracy and planning processes.

• Monitor and report on revenue, gross margin, pipeline health, bookings, and quota achievement.

• Design and maintain KPI scorecards, dashboards, and scalable reporting frameworks.

• Develop methodologies for tracking sales campaigns, partner programs, strategic initiatives, and growth efforts.

• Identify operational efficiencies through automation, standardization, and process enhancements.

• Assist in executive business reviews by providing performance analysis, insights, and recommended actions.

• Track campaign adoption, pipeline influence, conversion rates, bookings, gross margin contributions, and return on investment.

• Establish repeatable campaign reporting structures, scorecards, and attribution models.

• Collaborate with Sales, Marketing, Finance, and strategic partners to assess program effectiveness.

• Leverage AI-powered technologies and automation tools in reporting, forecasting, business analysis, and operational workflows.

• Develop scalable AI-assisted workflows and assess emerging analytical use cases.

• Document model logic, data sources, assumptions, controls, and repeatable processes.

• Set up standardized campaign measurement and reporting processes.

• Deliver executive-ready dashboards and KPI scorecards.

• Identify and implement practical automation opportunities using AI and analytics technologies.

• Provide actionable insights that enhance sales execution and support profitable growth.

⛳️ Requirements

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

• At least 5 years of experience in Sales Operations, Revenue Operations, Financial Analysis, Business Intelligence, or a related area.

• Advanced skills in Microsoft Excel and financial modeling.

• Proficiency with Power BI, Tableau, Salesforce, Dynamics, or similar analytics and CRM platforms.

• Strong knowledge of forecasting methodologies, KPI management, pipeline analytics, and performance reporting.

• Ability to convert complex data into clear, actionable business recommendations.

• Excellent verbal, written, and presentation communication skills.

• Capability to work cross-functionally and influence stakeholders at various levels.

• Experience supporting an enterprise technology sales organization.

• Background in developing frameworks for measuring sales campaigns, scorecards, or attribution models.

• Familiarity with AI-enabled productivity, analytics, and business intelligence tools, including Microsoft Copilot or similar platforms.

• Experience with Power Query, DAX, SQL, Python, or other advanced reporting and analytics technologies.

• Expertise in data automation, dashboard development, and data-quality controls.

🏝️ Benefits

• Ongoing professional development and leadership opportunities.

• Comprehensive health, wellness, and financial benefits.

• Access to world-class facilities and technology necessary for success, whether in the office or remote.

• Medical benefits.

• Vision benefits.

• Dental benefits.

• 401(k) plan.

• Flexible spending options.