- Help run weekly RevOps KPI dashboards and performance reporting across the go-to-market funnel, payments and financial performance, product adoption, churn and retention, and customer success and onboarding.
- Support Finance and Accounting reporting, including revenue-share reporting, reconciliation support, and reporting on embedded financing products.
- Answer ad hoc reporting requests from executives, program leaders, and other stakeholders.
- Support recurring pipeline and field-hygiene audits by standardizing and consolidating CRM fields and addressing data-quality gaps.
- Partner with the Product Analyst to bring product usage and adoption data into the CRM.
- Automate spreadsheet-driven processes so CRM data populates without manual uploads.
- Prototype reporting with AI tools and work with the Director, RevOps, to approve and build it into the production BI tool.
- Help establish reporting for go-to-market, finance, and operations areas.
- Support acquisition data matching, migration, and reconciliation, distinguishing acquired-business performance from company-wide results.
- Learn the customer and revenue data model, including how customer identity is resolved across systems, and take on more ownership over time.
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