Revenue Operations Analyst enhancing data frameworks and insights for strategic forecasting in a SaaS company. Collaborates with cross-functional teams to drive revenue growth and operational efficiency.
Responsibilities
Build and maintain pipeline, funnel, and revenue performance dashboards
Deliver executive-level reporting and insights on pipeline health, sales productivity, and revenue trends
Analyze stage conversion, deal velocity, and win-rate performance to surface actionable insights
Support forecasting inputs and revenue planning through structured pipeline and performance analytics
Research and analyze industry benchmarks and GTM performance trends to support strategic planning
Assist in building and maintaining analytics that support forecasting accuracy and revenue planning.
Data Infrastructure and Governance
Partner with Salesforce administrators to ensure accurate data structure and reporting logic
Improve data consistency and reporting standards across GTM teams
Design scalable reporting frameworks that support global revenue teams
Partner with Customer Success to support renewal visibility and reporting across the customer lifecycle
Document key metrics definitions and reporting methodologies
Help ensure the integrity, quality, and usability of customer and prospect data used for revenue reporting and analytics
Collaborate on the GTM data model to ensure CRM object relationships support multi-touch attribution and complex funnel snapshots.
Operational Insights and GTM Support
Provide data insights to Sales, Marketing, and Customer Success leadership
Identify opportunities to improve pipeline performance and operational efficiency
Support cross-functional initiatives involving revenue reporting and performance tracking
Automate recurring reporting workflows and improve access to data across the organization
Collaborate with cross-functional teams to align reporting frameworks with broader revenue strategy initiatives
Analyze pipeline health and funnel performance to identify opportunities for improved conversion and revenue growth
Emerging Revenue Intelligence and AI Enablement (Nice to Have)
Evaluate opportunities to leverage AI-assisted analytics tools and automated insights platforms
Support exploration of AI-driven pipeline risk detection and revenue intelligence capabilities
Help integrate emerging analytics technologies that improve revenue visibility and reporting efficiency
Provide analytical support across RevOps platforms and GTM systems to improve reporting accuracy and operational visibility
Requirements
The ideal candidate combines strong analytical thinking with a deep understanding of revenue operations and go-to-market metrics. You enjoy transforming raw data into clear insights and building dashboards that tell the story of pipeline performance and revenue growth. Candidates should be comfortable analyzing pipeline metrics and translating data into actionable recommendations that improve sales performance.
**Required Experience**
1–3+ years of experience in Revenue Operations, Sales Operations, Business Operations, or Revenue Analytics environments
Strong experience building dashboards and reporting frameworks for pipeline, funnel, and revenue performance metrics
Experience building dashboards using BI tools such as Tableau, Looker, or Power BI
Experience working with structured datasets, automated data flows, or BI data models
Experience building automated reporting workflows or working with data pipelines that support analytics and reporting
Experience designing scalable reporting frameworks used by leadership for pipeline visibility and GTM performance insights
Experience working with CRM systems such as Salesforce (or similar) in a reporting or analytics capacity
Advanced Excel or Google Sheets data analysis skills
Demonstrated experience analyzing pipeline health and funnel performance to identify actionable revenue insights
Strong understanding of core GTM metrics such as pipeline coverage, funnel conversion, win rates, deal velocity, and sales productivity
Ability to translate complex datasets into clear business insights and operational recommendations for stakeholders
Experience working cross-functionally with Sales, Marketing, Finance, and RevOps leadership
**Preferred Skills**
Familiarity with SQL or querying structured datasets
Experience working with data warehouses (Snowflake, BigQuery, Redshift, etc.)
Experience with modern RevTech platforms such as Gong, Clari, Outreach, ZoomInfo, or similar
Exposure to AI-assisted analytics tools, automated insights platforms, or revenue intelligence technologies
Experience working in high-growth SaaS or technology organizations
Benefits
HSI offers a comprehensive benefits package designed to support employees’ health, financial security, and overall well-being. Employees can choose from two competitive medical plans—a PPO with a Health Reimbursement Arrangement (HRA) or a High Deductible Health Plan paired with a Health Savings Account (HSA)—both of which include prescription coverage, telehealth services, and free in-network preventive care. Additional coverage options include dental and vision plans, life and disability insurance, and voluntary protections such as accident, critical illness, and hospital indemnity insurance. Employees can also take advantage of tax-advantaged spending accounts, identity protection and legal services, pet insurance, and a 401(k) retirement plan with a company match of up to 4%. To support work-life balance, HSI provides paid vacation, sick time, holidays, and access to a confidential Employee Assistance Program. Together, these benefits help employees and their families stay healthy, plan for the future, and maintain a balanced life both at work and at home.
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