Partner with Sales, Marketing, Customer Success, and Finance to provide data-driven insights that inform revenue strategy and decision-making.
Build, maintain, and optimize dashboards and reporting systems to track pipeline health, forecasting accuracy, conversion rates, retention, and revenue performance.
Ensure integrity, consistency, and governance of revenue data across systems (CRM, marketing automation, billing, etc.).
Support territory planning, lead routing, attribution models, and lifecycle stage management.
Translate business questions into analytical frameworks, delivering clear and actionable recommendations.
Identify trends, risks, and opportunities within the revenue funnel, proactively offering solutions and process improvements.
Own the data architecture and governance standards for revenue and customer lifecycle metrics definitions, CRM data and reporting standards, forecasting models, and data processes.
Support forecasting and planning cycles with accurate data modeling and scenario analysis.
Collaborate on system improvements and automation efforts that increase efficiency and visibility across the revenue engine.
Contribute to revenue operations governance processes, ensuring alignment with organizational strategy and goals.
Support a culture of accountability and continuous improvement through thoughtful analysis and constructive feedback.

At least 5 years’ experience in revenue operations, business intelligence, financial analysis, or sales/marketing analytics.
Experience supporting go-to-market teams in high-growth, multi-state, recurring revenue, or PE-backed environments strongly preferred.
Strong quantitative and problem-solving skills with the ability to see both patterns and details.
Comfortable working with large datasets and complex systems.
Working knowledge and/or interest in using AI-powered tools.
Proficiency in CRM platforms (e.g., Zoho, HubSpot, Salesforce or similar), BI tools (e.g., Tableau, Looker Studio or similar), and advanced Excel/Google Sheets.
Experience with SQL preferred.
Experience building executive dashboards, forecasting models, CRM + marketing + billing integration and SQL/data modeling experience.
Skilled at partnering across technical and non-technical teams, balancing structure with relational awareness.
Clear and empathetic communicator who can translate data insights into compelling narratives for technical and non-technical audiences.
Curious, solutions-oriented, and committed to reflective practices that support growth, learning, and resilience.
Bachelor’s degree in business, Finance, Data Analytics, Information Systems, or equivalent experience preferred.

Senior Revenue Operations Analyst

Key skills