What's the Opportunity:

The Sr. Revenue Analyst drives visibility, accuracy, and insight across the go-to-market organization. Partnering with Sales, Marketing, Customer Success, and Finance, this role ensures clean data, consistent reporting, and actionable analytics that guide strategic decisions.

You’ll own forecasting, pipeline and territory coverage analysis, and executive reporting, building automated dashboards and board-ready insights that highlight performance, risk, and opportunity. This role supports forecasting cadence, QBRs, and board meetings, serving as the analytical backbone of our revenue engine.

The ideal candidate combines strong analytical and technical skills with business acumen—skilled in Salesforce reporting, forecasting, and data visualization—to deliver trusted insights that drive predictability, performance, and growth.

Sales Analytics, Forecasting & Coverage:

• Own the end-to-end forecasting process, partnering with Sales Leadership to track attainment, pipeline coverage, and forecast accuracy.

• Build and maintain pipeline health dashboards (coverage, velocity, slippage, win rates, deal aging).

• Conduct territory and coverage analysis, ensuring equitable distribution of accounts, facility load, and opportunity potential across teams.

• Partner with RevOps leadership and Finance to support annual planning, quota setting, and territory design.

Executive & Board Reporting:

• Assist with recurring Board and executive revenue reporting, including bookings, ARR/MRR, expansion, churn, and funnel KPIs.

• Partner with Finance to reconcile ARR and bookings data for accurate month-end and quarter-end reporting.

• Create monthly and quarterly business reviews (MBR/QBR) for CRO, VP Sales, and CEO, providing insights on pipeline trends, attainment pacing, and forecast variance.

Data Quality, Reconciliation & Governance:

• Lead end-of-month (EOM) reconciliation for pipeline and bookings; ensure accuracy between Salesforce, CPQ, and Finance.

• Identify and document data issues (stage hygiene, ownership, forecasting errors) and partner with RevOps Data Specialist and SFDC Admin for resolution.

• Maintain and evolve standard definitions of key metrics (ARR, ADS churn, conversion rates, etc.) to ensure a single source of truth.

Cross-Functional Revenue Insights:

• Provide data-driven analysis to support Sales and GTM strategy—funnel trends, conversion rates, segmentation insights, and productivity metrics.

• Collaborate with Marketing Ops to integrate campaign → pipeline reporting and ensure funnel alignment.

• Partner with Customer Success Ops to track expansion and retention trends, consolidating data for full-lifecycle views.

• Support annual commission planning analysis and compensation strategy inputs.

Ad Hoc & Strategic Projects:

• Build and manage ad hoc SFDC reports and dashboards for leadership and RevOps.

• Support tool integrations (e.g., QuotaPath, Clari, or BI systems) as analytical stakeholder.

• Assist in special projects including pricing analysis, forecast modeling, and data audits as needed.

Qualifications:

• 4–6+ years of experience in Revenue Operations, Sales Operations, or Business Analytics within a SaaS or technology environment.

• Expert proficiency in Salesforce reporting & dashboards; experience with BI tools (Tableau, Power BI, Looker, or similar).

• Strong understanding of SaaS metrics (ARR, MRR, churn, pipeline coverage, conversion rates, quota attainment).

• Advanced skills in Excel / Google Sheets (forecast models, scenario analysis).

• Demonstrated experience building forecasting models and executive-level reporting decks.

• Strong business acumen and ability to translate data into insights and recommendations.

• Excellent communication and stakeholder management skills; comfortable working cross-functionally with Sales, Marketing, CS, and Finance.