Key skills
SQLTableauCAnalyticsLookerBISaaSSalesforceCRMLeadershipMentoringRemote WorkCustomer SuccessSales
About this role
Role Overview
- Ability to independently query, validate, and analyze revenue-related data using SQL to support forecasting, pipeline management, GTM performance analysis, and executive reporting
- Own end-to-end analysis of sales, retention, expansion, and customer success funnels/processes to identify bottlenecks, inefficiencies, and revenue leakage
- Proactively translates raw CRM, product, and financial data into actionable insights for senior leadership and the executive team, clearly tying observed performance issues to root causes and potential solutions
- Develop, maintain, and evolve executive, senior management, team lead and individual performance level dashboards/reports in Salesforce and Lightdash, ensuring clarity, accuracy, and relevance
- Define, track, and interpret key revenue KPIs, providing clear narratives around trends, risks, and opportunities
- Act as a strategic thought partner to senior Sales, Customer Success, Finance, and Executive leaders, supporting data-backed planning and decision-making
- Lead cross-functional RevOps initiatives from problem definition through solution design and implementation, with clear scopes, success criteria, and timelines
- Evaluate and recommend process, system, data collection/availability and structural improvements (e.g., funnel design, handoffs, forecasting methodology, territory models, data gap closures, etc)
- Present complex analyses and recommendations to C-suite and senior leadership audiences in a concise, compelling manner
- Mentor and coach junior Revenue Operations team members on analysis techniques, reporting best practices, and problem-solving approaches
- Support revenue team leaders and frontline managers by enabling self-serve access to insights and clear operational guidance
- Reinforce adoption and compliance with established revenue processes to drive consistency and performance
Requirements
- 5+ years of experience in Revenue Operations, Sales Operations, or Analytics roles supporting revenue teams
- 3+ years of experience building executive-ready dashboards in Lightdash or similar BI tools (Looker, Tableau, Mode)
- Experience working in SaaS and/or Higher Education is strongly preferred
- Advanced SQL proficiency with experience querying large datasets and performing complex funnel, pipeline, and performance analysis
- Advanced Salesforce experience, including data model understanding, reporting, dashboards, pipeline management, and forecast support
- Proven experience analyzing end-to-end sales and customer success funnels and presenting data-backed insights to senior leadership and C-suite
- Demonstrated ability to independently lead RevOps initiatives from problem definition through implementation with measurable business impact
- Experience mentoring or coaching junior analysts or RevOps team members
Tech Stack
- SQL
- Tableau
Benefits
- 12 weeks of paid leave for welcoming new children
- Multiple Health and Welfare Benefit Options (Medical, Dental, Vision)
- 401k plan (with employer matching)
- Flexible + Remote Work Opportunities
- Unlimited Paid Time Off (PTO)
- Employer Assistance Program (EAP)
- Calm and DoorDash subscriptions