Revenue Operations Analyst

Accountabilities

• • Partner with revenue leaders and cross-functional stakeholders to improve operational visibility, decision-making, and performance across the revenue lifecycle.
  • Build, maintain, and enhance reporting covering pipeline visibility, bookings, forecasting, retention, expansion, customer health, and overall revenue performance.
  • Analyze data from multiple systems to identify trends, risks, opportunities, and root causes across Sales, Customer Success, Renewals, and Revenue Operations.
  • Translate analytical findings into clear, actionable recommendations for senior leaders and business stakeholders.
  • Support the definition and scaling of revenue processes, including lead-to-opportunity workflows, sales handoffs, customer lifecycle management, renewals, expansion, and forecasting.
  • Design streamlined workflows that reduce manual tasks, improve data accuracy, and enable revenue teams to operate more efficiently at scale.
  • Adapt communication and reporting to different audiences, making complex operational and financial information easy to understand.
  • Identify and implement improvements that reduce manual reporting while increasing visibility into key metrics, goals, and budget allocations.
  • Use AI-enabled tools to improve reporting, analysis, playbook development, and workflow efficiency.
  • Continuously evaluate revenue reporting, processes, systems, and governance, recommending improvements based on data and observed business trends.
  • Support the implementation and ongoing optimization of revenue technologies, ensuring systems provide reliable data and enable effective decision-making.

  Requirements

  • 5+ years of experience in Revenue Operations, Sales Operations, Customer Operations, FP&A, consulting, finance, or another operational function focused on revenue performance, reporting, or process improvement.
  • Demonstrated experience developing reporting and insights that support revenue performance, forecasting, pipeline management, retention, expansion, or customer lifecycle visibility.
  • Strong analytical ability, with experience working across multiple data sources to identify trends and translate findings into practical recommendations.
  • Proven experience collaborating cross-functionally with Sales, Customer Success, Renewals, Revenue Operations, Finance, or comparable teams.
  • Experience using CRM, revenue, customer success, spreadsheet, and business intelligence platforms such as Salesforce, Gainsight, Gong, Google Sheets, Excel, Tableau, or similar tools.
  • Working knowledge of sales processes, forecasting methodologies, customer lifecycle metrics, and financial reporting.
  • Strong communication skills, with the ability to present complex information clearly to senior stakeholders and varied audiences.
  • Experience using AI-enabled tools to enhance reporting, analysis, workflow efficiency, or operational outputs.
  • SaaS experience is preferred, particularly within a revenue-focused or high-growth environment.
  • SQL experience is a plus, as is familiarity with revenue planning, forecasting, compensation, territory management, segmentation, territory design, revenue playbooks, or lifecycle process design.
  • A curious, proactive, and improvement-oriented mindset, with the ability to work independently while building strong relationships across teams.

  Benefits

  • Competitive salary with bonus opportunities.
  • Flexible work schedules designed to support different working styles and real-life commitments.
  • Comprehensive health and wellness benefits.
  • Flexible time-off programs.
  • Career development and professional growth opportunities.
  • Development programs designed to support continuous learning and progression.
  • A collaborative and innovative working environment where employees are encouraged to contribute ideas.
  • An inclusive culture that values different perspectives, ways of thinking, and approaches to problem-solving.
  • Opportunities to contribute to meaningful work focused on helping people better understand themselves and others.
  • The role is subject to applicable U.S. employment eligibility requirements.
  • Application deadline: September 1, 2026. Applications may close earlier if demand is high, so early submission is encouraged.