Revenue Operations Analyst
New
E
EverwayTechnology
Remote, USAFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- SQLData AnalysisSalesforceTableauMicrosoft Excel
Requirements
- 5+ years of experience in Revenue Operations, Sales Operations, Customer Operations, FP&A, consulting, finance, or a related operational role.
- Experience building reporting and insight that supports revenue performance, forecasting, pipeline management, retention, expansion, or customer lifecycle visibility.
- Ability to analyse data from multiple systems, identify trends, and turn findings into practical recommendations.
- Experience working cross-functionally with Sales, Customer Success, Renewals, Revenue Operations, Finance, or similar teams.
- Experience using CRM, revenue, customer success, spreadsheet, and BI platforms such as Salesforce, Gainsight, Gong, Google Sheets, Excel, Tableau, or similar tools.
- Working knowledge of sales processes, forecasting methods, customer lifecycle metrics, and financial reporting.
- Ability to communicate clearly with senior stakeholders and make complex information easy to understand.
- Experience using AI-enabled tools to improve reporting, analysis, workflow efficiency, or the quality of operational outputs.
- SaaS environment experience preferred.
- SQL experience preferred.
- Experience with revenue planning, forecasting, compensation, or territory management tools preferred.
- Experience supporting segmentation, territory design, revenue playbooks, or lifecycle process design preferred.
Responsibilities
- Partner with revenue leaders and cross-functional teams to improve operational visibility, decision-making, and performance across the revenue lifecycle.
- Build, manage, and improve reporting that supports pipeline visibility, bookings, forecasting, retention, expansion, customer health, and revenue performance.
- Analyse data from multiple systems to identify trends, risks, opportunities, and root causes across sales, customer success, renewals, and revenue operations.
- Translate analysis into clear, actionable recommendations for Revenue, Sales, Customer Success, Finance, Operations, and senior leadership stakeholders.
- Support the definition and scaling of revenue processes, including lead-to-opportunity, sales handoff, customer lifecycle management, renewals, expansion, and forecasting workflows.
- Design streamlined workflows that reduce manual tasks, improve data quality, and help revenue teams operate effectively at scale.
- Communicate insights clearly to different stakeholder groups, adapting the content, framing, and level of detail to the audience.
- Identify and implement process improvements that reduce manual reporting and improve visibility into key metrics, goals, and budgetary allocations.
- Use AI-enabled tools to improve reporting, insight generation, playbook development, and workflow efficiency.
- Recommend and execute continuous improvements to revenue reporting, processes, systems, and governance based on observed trends.
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