Revenue Operations Business Analyst

TestEquity is hiring a Revenue Operations Business Analyst to provide analytical, reporting, and process support to Sales and executive leadership. The role maintains revenue-data integrity, delivers business intelligence, optimizes CRM systems and sales processes, and coordinates with cross-functional teams.

Responsibilities:

• Develop, maintain, and enhance Power BI dashboards and reports that support pipeline management, forecasting, quote performance, win/loss analysis, margin analysis, customer segmentation, and more
• Analyze sales performance data to identify trends, risks, and opportunities, and communicate findings and recommendations to management
• Support forecasting, territory planning, quota development, and periodic business reviews
• Respond to ad hoc data and analysis requests from business stakeholders
• Serve as a business analyst for TestEquity’s CRM system, including requirements gathering, solution documentation, user acceptance testing, and release support
• Monitor and improve CRM data quality through duplicate management, field standardization, ownership validation, and adherence to data-entry standards
• Maintain the accuracy and completeness of sales contract data in the Legisway, including key terms, pricing, and effective and expiration dates, and report on contract status and renewals
• Proactively identify and communicate insights on sales contracts, such as upcoming renewals, at-risk agreements, and pricing or margin trends, to Sales and leadership
• Establish and maintain documentation of KPI definitions, reporting logic, and data sources to ensure consistency across the organization
• Collaborate with IT and data teams to support integrations between the CRM, ERP, and reporting systems
• Document current-state sales processes and identify opportunities to improve efficiency, consistency, and handoffs between teams
• Support the design and implementation of workflow automation, lead and opportunity routing, and related process enhancements
• Gather and evaluate user feedback and assist in prioritizing system and process improvements
• Develop training materials and provide user support to promote CRM adoption and adherence to established processes
• Partner with Sales, Marketing, Finance, Customer Service, and Product teams to align on metrics, definitions, and priorities
• Contribute to special projects and initiatives as assigned by Revenue Operations leadership
• Directly/Indirectly responsible for product quality
• Other duties as assigned

Requirements:

• Bachelor's degree in business administration, Finance, Analytics, Information Systems, or a related discipline, or equivalent professional experience
• Two to four years of experience in revenue operations, sales operations, business analysis, or a comparable analytical function
• Demonstrated experience with a CRM platform(s) such as Dynamics, Salesforce.Com, Hubspot, Zoho
• Demonstrated experience developing dashboards and reports using Power BI or a comparable business intelligence tool
• Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and data modeling
• Strong analytical and problem-solving skills, with attention to detail and data accuracy
• Excellent written and verbal communication skills, with the ability to present complex information clearly to technical and non-technical audiences
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Ability to collaborate effectively with stakeholders at all levels of the organization
• This position requires applicants to be authorized to work in the US without sponsorship; TestEquity does not sponsor applicants for work visas
• Working knowledge of SQL, DAX, Power Query, or Power Automate
• Experience in B2B sales, distribution, or manufacturing environments
• Familiarity with ERP systems and CRM integrations
• Experience working with sales contracts or pricing agreements from a data or reporting perspective
• Experience with requirements gathering, process mapping, and change management practices