Analyst, Revenue Operations

Accountabilities

• Build and maintain renewal and retention reporting, including churn cohort analyses, renewal pipeline health, at-risk account identification, and root-cause analysis of retention challenges.
• Develop and maintain forecast accuracy models comparing submitted forecasts with actual closed-won results across segments, products, representative cohorts, and reporting periods.
• Monitor forecast input quality, including submission completeness, required-field adherence, and commit/upside/pipeline categorization by segment and representative.
• Support sales productivity analysis covering quota attainment, representative ramp curves, win rates, sales cycles, average contract value, and pipeline-to-close conversion.
• Maintain capacity and coverage models, providing headcount, ramp, and productivity inputs for annual operating plans and in-year forecasting.
• Partner with Revenue Operations systems and data teams to identify data-quality issues, CRM workflow problems, and reporting discrepancies.
• Support recurring data reconciliation between Salesforce, Customer Success platforms, and Finance while maintaining clear documentation of metric definitions, data sources, and reporting logic.
• Prepare data and supporting analyses for executive and board-level reporting, including churn, win/loss trends, discounting, whitespace, and pipeline-source analysis.
• Support annual planning and quota-setting through historical performance and segment-level analysis.
• Deliver timely ad-hoc analyses for Sales, Customer Success, and Finance leadership, clearly communicating findings, recommendations, and data limitations.
• Proactively identify opportunities to improve reporting processes, analytical methodologies, and revenue intelligence.

Requirements

• 2–4 years of experience in Revenue Operations, FP&A, Business or Financial Analytics, Customer Success Operations, or a related analytical function, ideally within a B2B SaaS or data-driven organization.
• Strong financial and analytical foundation, with demonstrated ability to build models and analytical logic directly from raw data rather than relying primarily on pre-built dashboards.
• Advanced Excel capabilities, including financial modeling, multi-tab models, SUMIFS-based logic, pivot analyses, cohort tables, and scenario modeling.
• Familiarity with key SaaS and revenue metrics such as ARR, GRR, NRR, pipeline coverage, forecast accuracy, win rate, churn, renewal rate, and customer health scoring.
• Hands-on Salesforce reporting experience, including the ability to build reports and dashboards, understand objects and relationships, and troubleshoot data-quality issues.
• Strong analytical rigor and attention to accuracy, with the ability to validate work, document methodology, identify limitations, and communicate appropriate caveats.
• Proven ability to produce accurate recurring deliverables under time pressure, including weekly reporting, monthly management packages, and ad-hoc analyses.
• Strong written and verbal communication skills, with the ability to translate complex analytical findings into concise, business-friendly insights.
• Highly organized and dependable, with the ability to manage recurring reporting calendars, meet deadlines, and proactively communicate potential issues.
• Curious and self-directed approach, with a willingness to investigate unexpected results, identify root causes, and proactively share findings.
• Experience with BI platforms such as Power BI is a plus but secondary to strong Excel and financial modeling capabilities.
• Familiarity with platforms such as Salesforce, Gong, Gainsight, Clari, or Aviso is advantageous.
• Experience supporting executive or board-level reporting within a B2B SaaS environment is preferred.
• Basic understanding of SaaS revenue recognition and the relationship between bookings and recognized revenue is a plus.

Benefits

• Starting salary range of $115,000–$124,000 USD per year for U.S.-based employees.
• Canadian salary range of $96,000–$110,000 CAD where applicable.
• Compensation is determined based on relevant skills, education, qualifications, experience, performance, organizational needs, and internal equity.
• Remote work options available in the United States and Canada.
• Opportunity to work across Sales, Customer Success, Finance, and Revenue Operations.
• High-visibility role with exposure to executive reporting, revenue strategy, forecasting, and business planning.
• Inclusive, collaborative, and data-driven working environment.
• Opportunity to contribute to strategic growth initiatives and develop expertise across the full revenue lifecycle.
• Commitment to diversity, inclusion, and equal employment opportunity.
• Workplace accommodations are available throughout the recruitment and selection process where required.