Senior Analyst, Revenue Strategy & Insights (CX)

The Revenue Operations, Customer Growth team is responsible for supporting data-informed decision-making and optimizing go-to-market (GTM) strategy across Account Management, Customer Success, Professional Services, and Customer Support. Reporting to the Sr. Director of Revenue Operations, Customer Growth, this role focuses on analyzing key revenue metrics, streamlining reporting cadences (including compensation and capacity planning), and building and improving robust revenue reporting and dashboards for PandaDoc’s Account Management, Professional Services, Customer Success, and Support teams.

Your efforts will directly contribute to shaping and executing PandaDoc’s revenue strategy, enabling leadership to make informed decisions, enhance GTM efficiency, and achieve growth objectives.

In this role, you will:

• Collaborate with Sales, Marketing, Customer Experience, Finance, Data, and Product leadership to provide compelling, comprehensive insights that drive strategic decisions
• Be an expert in revenue performance metrics and support critical decision-making by analyzing and presenting key trends (e.g. ARR, NDR, churn, pipeline health, CAC, etc.) with a clear narrative/perspective.
• Build scenario models for ambiguous projects, initiatives.
• Standardize reporting and analyses to ensure consistency across revenue teams, such as owning the Executive M/QBR cadence
• Identify gaps in current processes and recommend improvements to enhance efficiency and scalability.
• Partner with the Finance team to manage and improve the planning process and insights.
• Partner with the Data team to develop and maintain comprehensive dashboards and reports to provide real-time visibility into revenue performance.

About You:

• 3+ years of experience in Revenue Operations, FP&A, Finance, Strategy, or a related role, in a high-growth SaaS or subscription-based company; compensation experience is a plus.
• Solutions-oriented professional with a proven track record of analyzing complex data sets and delivering actionable insights to senior leadership.
• Excellent communication and presentation skills, with the ability to translate elaborate data or processes into clear, concise insights.
• Highly organized and detail-oriented, capable of managing multiple projects in a fast-paced environment.
• Advanced Excel; high proficiency in data visualization (e.g., Hex, PowerBI, Tableau)..
• Proficient in SQL.
• Thorough understanding of Sales & CX workflows and reporting.
• Leverages AI; enjoys automating comprehensive tasks.

Company Overview:

PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.

Company Culture:

We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Our attainment of awards such as Best Workplace, Best StartUp Employer and a Stevie Award for Best Employers demonstrate our commitment to our culture.

Check out LinkedIn to learn more.

Benefits:

Employees may be able to purchase company stock (or receive annual bonuses)

Employees (and their families) may enroll in the company's medical, dental, vision, short & long-term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 12 company-paid holidays off per year

Application deadline: 2/1

PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.