Revenue Operations Analyst connecting systems and driving insights on revenue forecasting. Collaborating with sales and finance teams at Concord Servicing for effective reporting infrastructure.
Responsibilities
Dashboard development: Build and maintain dashboards in Power BI, Looker Studio, HubSpot, or Excel for pipeline, forecasting, and revenue reporting
Data integration: Connect HubSpot, Excel, and other source systems into unified reporting views; manage ETL processes and data quality
Forecasting support: Build pressure-tested revenue forecasts that reconcile closed deals to actual revenue recognition; track day-one revenue timing and variance
Pipeline analytics: Monitor deal velocity by product, stage conversion rates, and quarter-over-quarter activity trends
Customer health reporting: Track onboarding status, implementation timelines, and revenue seasoning across the portfolio
Executive reporting: Prepare board-ready reports and investor presentations with clean visualizations and accurate data
Data analysis: Interpret trends, identify gaps between forecast and actual, and recommend actions based on what the numbers show
AI integration: Use ChatGPT and similar tools to accelerate analysis, automate reporting workflows, and surface insights from large datasets
Requirements
3 to 5 years in revenue operations, sales operations, business intelligence, or analytics roles
Expert-level Excel skills: pivot tables, VLOOKUP/INDEX-MATCH, Power Query, complex formulas, and data modeling
Experience building dashboards in Power BI, Looker Studio, Tableau, or similar BI tools
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