Evaluate and identify trends in the revenue functions by analyzing systems and industry data
Collect and examine data and use the information gathered to create comprehensive, actionable reports and insights
Present your insights to your team and to executive leadership with recommended actions
Develop and maintain performance dashboards that encompass key metrics to be reviewed with revenue leaders
Develop detailed sales forecasting methodology and infrastructure, measure forecast accuracy and continually adjust to improve accuracy
Analyze and report on customer performance and customer experience metrics, recommending actions based on the story the data tells
Independently analyze data and create a methodology for determining customer churn risk scores and prospect lead scoring models
Closely partner with various departments and executive leadership across the organization
Provide day-to-day data analysis support to sales, customer success, customer support and marketing departments
Manage quota setting and incentive compensation process for sales and customer success teams

Minimum of a Bachelor’s Degree in Business, Finance, Data Science or related field
Minimum of 7 years of experience as an analyst in SaaS
Knowledge of SaaS performance metrics and terminology
In-depth knowledge of Salesforce CRM reporting and dashboards, Salesforce CPQ experience preferred
Expert-level Microsoft Excel skillset
Experience with analytics tools such as PowerBI, Amazon QuickSight, Tableau or similar BI tools strongly preferred
SQL and Python knowledge strongly preferred
Advanced problem-solving and analysis skills
Ability to present and provide insights using data analytics to executive-level audience
Highly developed attention to detail
Ability to work in a team environment
Ability to work in a fast-paced environment

Lead Revenue Operations Analyst

Key skills