Business Analyst - Revenue Operations

Redwood Software

About The Position

At Red River Managed Services, we provide a welcoming and positive workplace where everyone feels valued and able to do their best work, fostering a one-team mentality. Our employees work together to foster wise decision-making that relies on data, experience, and collaboration. We seek self-motivated individuals who are open to an environment based on this teamwork and shared success. Our team works directly with our clients to create innovative solutions, challenge the status quo, and deliver first in class solutions. Our client-centric culture works to anticipate needs with an urgency to resolve issues and build long-term client relationships. We aim to expand our growing workforce with passionate individuals who are resilient in the face of uncertainty and possess a creative spirit, all while keeping the needs of our clients top of mind to foster individual and organizational success. Interested candidates must possess a desire for growth through continuous learning and feedback. Ideal candidates will possess the following skills and come prepared to discuss how they have experienced each of these areas in previous roles: Collaboration — You bring a collaborative spirit to all interactions with others; you work to ensure everyone around you is welcomed and positioned to do their best work; you view every Red River colleague as a member of one team. Creativity— You welcome new ideas and listen with the intent to understand; you are passionate and persistent in pursuit of innovative solutions; you value “brainstorming” as an expression. Empathy — You take the time to understand both the needs of your clients and your team members; you anticipate client needs and address issues effectively; you work to make each client feel valued and understood; you foster loyalty and a long-term relationship. Integrity — You willingly receive and give feedback; you are open about what’s working and what needs to improve; you admit mistakes openly and share learnings widely. Judgment — You are intentional when making decisions, with an aim toward long-term solutions rather than quick fixes; you rely on data, training, and collaboration with others to inform your decisions. Purpose— You exhibit courage in searching for the truth; you are willing to risk personal failure to help, or challenge the status quo, in the pursuit of excellence. Resilience — You thrive in rapidly changing circumstances; you adapt to change; you know when to include or escalate to others; you embrace a hard challenge. Selflessness — You are considerate when searching for new and different ideas; you seek what’s best for the team and organization; you discern how your actions could affect others; you seek to make those around you successful. The Business Analyst serves as a strategic partner to the Revenue Operations organization, helping transform data into actionable insights while designing scalable business processes that improve operational efficiency, forecasting accuracy, and revenue growth. This role is responsible for analyzing business performance, optimizing revenue processes, improving CRM data quality, and developing reporting that enables leadership to make informed decisions. The Business Analyst will work across Sales, Client Success, Delivery, Finance, Marketing, and Executive Leadership to standardize processes, strengthen data governance, and support strategic initiatives that improve visibility across the entire customer lifecycle. Success in this role requires equal strengths in analytics and business process improvement. The ideal candidate is naturally curious, enjoys solving complex business problems, identifies opportunities to simplify work, eliminate manual effort, automate repetitive processes, and continuously improve how the business operates.

Requirements

Bachelor's degree in Business, Finance, Economics, Data Analytics, Information Systems, or related field.
5+ years of experience in Business Analysis, Revenue Operations, Sales Operations, Business Intelligence, or similar analytical role.
Strong experience analyzing business performance and developing executive reporting.
Experience gathering business requirements and improving business processes.
Experience supporting CRM platforms such as Microsoft Dynamics, Salesforce, HubSpot, or similar.
Advanced Microsoft Excel skills and experience with business intelligence platforms.
Strong analytical, problem-solving, and critical-thinking skills.
Excellent communication, facilitation, and presentation abilities.
Demonstrated ability to manage multiple priorities and work cross-functionally.
U.S. Citizenship Required

Nice To Haves

Experience supporting a Managed Services Provider (MSP), Professional Services, IT Services, Staffing, or Technology organization.
Experience with Sales Operations or Business Operations.
Experience with Microsoft Dynamics CRM and Tableau.
Familiarity with SQL, data modeling, and data visualization.
Experience with workflow automation tools (Power Automate, Power Apps, Power BI, or similar).
Understanding of recurring revenue business models, managed services, forecasting, and pipeline management.
Experience documenting business processes and leading process improvement initiatives.

Responsibilities

Develop, maintain, and enhance executive dashboards, KPI scorecards, and operational reporting.
Analyze business performance across clients, account executives, industries, geographies, service offerings, and recurring revenue.
Monitor and report on key financial and sales metrics.
Deliver recurring and ad hoc reporting to leadership with actionable insights and recommendations.
Identify trends, risks, and opportunities through data analysis.
Support pipeline governance and forecast reviews through analysis and reporting.
Monitor opportunity progression and pipeline health to identify gaps in data quality or sales execution.
Analyze lead generation, opportunity conversion, account penetration, and renewal performance.
Partner with Sales and Account Management to improve opportunity hygiene and forecast accuracy.
Identify opportunities to improve visibility into recurring revenue, renewals, and long-term pipeline health.
Serve as a subject matter expert for CRM data quality, reporting, and process governance.
Support CRM enhancements, workflow automation, and continuous system improvements.
Monitor CRM adoption and data integrity while recommending improvements that increase reporting accuracy.
Document current-state and future-state business processes and assist with SOP development.
Help establish the CRM as the trusted source of truth for revenue operations.
Identify opportunities to simplify business processes, eliminate manual work, and improve operational efficiency.
Evaluate existing workflows and recommend automation solutions that reduce administrative effort and improve data accuracy.
Continuously seek opportunities to increase productivity through process standardization and automation.