Build, maintain, and enhance dashboards and reports in Salesforce, Power BI, Tableau, and Excel to support revenue forecasting, pipeline visibility, and performance tracking
Analyze sales, marketing, and customer data to identify trends, risks, and opportunities across the revenue lifecycle
Support day-to-day Salesforce operations, including data hygiene, basic configuration, report creation, and user support
Partner with Sales, Marketing, Finance, and Customer Success teams to understand reporting needs and translate business questions into data insights
Assist with revenue forecasting, pipeline reviews, and KPI tracking
Document processes, definitions, and reporting logic to ensure consistency and scalability
Support ad hoc analysis and special projects related to revenue growth and operational efficiency
Help identify opportunities to improve tools, workflows, and data quality across revenue systems

Bachelor’s degree in Business, Analytics, Finance, Economics, Information Systems, or a related field (or equivalent practical experience)
2–5 years of experience in an analytics, operations, or revenue-focused role (internships or relevant project experience considered)
Hands-on experience with Salesforce, including reporting and dashboards (preferred)
Strong proficiency in Excel (e.g., pivot tables, lookups, basic formulas)
Experience using at least one BI tool such as Power BI or Tableau
Basic understanding of sales and revenue concepts (pipeline, forecasting, trends, etc.)
Ability to work independently in a remote environment while collaborating with cross-functional teams
Willingness and ability to travel up to 20% as needed

Revenue Operations Analyst

Key skills