Revenue Operations Business Analyst
About The Position
The Revenue Operations Business Analyst provides analytical, reporting, and process support to the Sales organization and executive leadership. The role ensures the accuracy and integrity of revenue-related data, delivers actionable business intelligence, and supports ongoing optimization of the company’s CRM platform and sales processes. It serves as a key liaison among Sales, Marketing, Customer Service, and Information Technology. The position develops and maintains Power BI dashboards and reports for pipeline management, forecasting, quote performance, win/loss analysis, margin analysis, customer segmentation, and other business needs. It analyzes sales performance, supports forecasting and planning activities, responds to ad hoc requests, and communicates findings and recommendations to management. The analyst also supports CRM administration and data governance, maintains sales contract data in Legisway, documents KPIs and reporting logic, and collaborates with IT and data teams on system integrations. The role documents sales processes, identifies improvements, supports workflow automation and change management, develops training materials, and provides user support. It partners with multiple departments on metrics and priorities and contributes to special projects as assigned.
Requirements
- Bachelor’s degree in business administration, Finance, Analytics, Information Systems, or a related discipline, or equivalent professional experience.
- Two to four years of experience in revenue operations, sales operations, business analysis, or a comparable analytical function.
- Demonstrated experience with a CRM platform such as Dynamics, Salesforce.com, HubSpot, or Zoho.
- Demonstrated experience developing dashboards and reports using Power BI or a comparable business intelligence tool.
- Advanced proficiency in Microsoft Excel, including pivot tables, lookup functions, and data modeling.
- Strong analytical and problem-solving skills, with attention to detail and data accuracy.
- Excellent written and verbal communication skills, with the ability to present complex information clearly to technical and non-technical audiences.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Ability to collaborate effectively with stakeholders at all levels of the organization.
- Must be authorized to work in the United States without sponsorship; the company does not sponsor applicants for work visas.
- Ability to safely and successfully perform essential job functions consistent with applicable standards, including meeting qualitative and/or quantitative productivity standards.
- Ability to maintain regular, punctual attendance consistent with applicable standards.
Nice To Haves
- Working knowledge of SQL, DAX, Power Query, or Power Automate.
- Experience in B2B sales, distribution, or manufacturing environments.
- Familiarity with ERP systems and CRM integrations.
- Experience working with sales contracts or pricing agreements from a data or reporting perspective.
- Experience with requirements gathering, process mapping, and change management practices.
Responsibilities
- Develop, maintain, and enhance Power BI dashboards and reports for pipeline management, forecasting, quote performance, win/loss analysis, margin analysis, customer segmentation, and other needs.
- Analyze sales performance data to identify trends, risks, and opportunities, and communicate findings and recommendations to management.
- Support forecasting, territory planning, quota development, and periodic business reviews.
- Respond to ad hoc data and analysis requests from business stakeholders.
- Serve as a business analyst for the company’s CRM system, including requirements gathering, solution documentation, user acceptance testing, and release support.
- Monitor and improve CRM data quality through duplicate management, field standardization, ownership validation, and adherence to data-entry standards.
- Maintain accurate and complete sales contract data in Legisway, including key terms, pricing, and effective and expiration dates, and report on contract status and renewals.
- Identify and communicate insights on sales contracts, including upcoming renewals, at-risk agreements, and pricing or margin trends.
- Establish and maintain documentation of KPI definitions, reporting logic, and data sources.
- Collaborate with IT and data teams to support integrations between CRM, ERP, and reporting systems.
- Document current-state sales processes and identify opportunities to improve efficiency, consistency, and handoffs between teams.
- Support the design and implementation of workflow automation, lead and opportunity routing, and related process enhancements.
- Gather and evaluate user feedback and assist in prioritizing system and process improvements.
- Develop training materials and provide user support to promote CRM adoption and compliance with established processes.
- Partner with Sales, Marketing, Finance, Customer Service, and Product teams to align on metrics, definitions, and priorities.
- Contribute to special projects and initiatives as assigned by Revenue Operations leadership.
- Perform other duties as assigned.
- Be directly or indirectly responsible for product quality.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
