Director of Business Intelligence & RevOps driving strategic data initiatives and leading teams for BI outputs. Serving key clients and enhancing operational efficiency with data-driven insights.
Responsibilities
Lead and scale a team of Report Developers, providing strategic direction, prioritization, and mentorship across BI tools, client engagements, and project delivery.
Serve as the senior BI point of contact for key client stakeholders, ensuring BI outputs align with strategic business objectives.
Meet with client services regularly to evaluate and evolve BI deliverables, identifying gaps and areas for innovation and improvement.
Develop and maintain executive-level relationships with client leadership, including participating in QBRs and strategic planning meetings.
Consult with client services management and executive leadership on opportunities for BI to drive performance, improve efficiency, and support revenue growth.
Represent BI during client meetings: present insights and strategic recommendations, manage high-level scoping, and lead data storytelling efforts to influence business decisions.
Prioritize and oversee BI reporting and analytics projects, implementing governance and scalable processes to manage project lifecycle from scope to delivery to continuous optimization.
Create and enforce reporting request SLAs, intake frameworks, and tiered support models to manage delivery expectations and operational efficiency.
Partner with internal BI leadership to define and execute on long-term product, process, and service improvements.
Drive organizational understanding and adoption of BI outputs by developing enablement strategies, documentation, and stakeholder education.
Stay current with BI best practices, tools, and platforms (e.g., Salesforce, SQL, Power BI, Excel Online, Google Sheets) and evaluate emerging technologies for team adoption.
Develop a deep understanding of the assigned business unit's operational and financial models, and help shape data models that support business planning.
Oversee data QA strategy and work with report developers and stakeholders to ensure data accuracy and reporting integrity.
Establish audit and compliance frameworks for reporting systems and user access in accordance with industry data security and privacy standards.
Requirements
Bachelor’s degree required in business, marketing, statistics, computer science, or mathematics-related fields; Master’s degree or MBA strongly preferred.
5–7 years of experience in BI, analytics, or account management roles with increasing responsibility.
3+ years of experience managing teams, projects, or functions within BI or analytics.
Proven ability to lead cross-functional initiatives, manage competing priorities, and influence without direct authority.
Strong understanding of data governance, analytics lifecycle, and project management methodologies (Agile, Scrum, or PMP a plus).
Experience with SQL, Power BI, and Excel Online.
Demonstrated expert-level proficiency in Salesforce, including experience with complex reporting, workflow automation, and data architecture; Salesforce Administrator certification required, with additional certifications (e.g., Advanced Administrator, Platform App Builder) strongly preferred.
Excellent written and verbal communication skills, with a demonstrated ability to tailor insights to executive and operational audiences.
Strong customer-centric mindset with the ability to translate complex data concepts into business value propositions.
Knowledge of database design, cloud platforms (Snowflake, BigQuery), and BI tool architecture a plus.
Benefits
Structured learning and career development programs
Mental health program
Generous Paid Time Off policy
Paid medical leave
Child/Dependent care reimbursement
Education reimbursement
401k match, hardship loan program, access to financial wellness advisor
Comprehensive healthcare coverage including medical, dental, and vision
Revenue Operations Manager at LXT, scaling predictable revenue growth through technical pre - sales enablement and operational leadership for AI training data.
Managing Director of Revenue Operations at ASME, aligning sales, marketing, and customer success for revenue growth. Leading transformation in operational processes and scaling revenue operations functions.
Senior Revenue Operations Analyst driving reporting, analytics, and process optimization for Persona's growth. Collaborating across teams to enhance sales workflows and support data - driven decisions.
Vice President, Revenue Operations driving revenue growth at Affinity, a relationship intelligence CRM platform. Managing operations strategy across teams to maximize revenue efficiency.
Revenue Operations Specialist improving efficiency within S&P Global’s sales processes. Collaborating with teams to enhance the client experience and administrative support.
Revenue Operations Specialist at S&P Global enhancing team efficiency and client experience in sales/revenue cycle. Collaborating with various departments and providing Salesforce administrative support.
Revenue Operations Analyst at Restaurant365 managing data operations across Salesforce and GTM tools. Overseeing data hygiene and collaborating with sales, marketing, and customer success teams.
Revenue Operations Analyst supporting sales and marketing operations at Beghou Consulting. Focused on improving data quality and pipeline visibility for life sciences companies.
GTM Engineer (RevOps) optimizing revenue systems and automating workflows at Chainels. Collaborating across teams to enhance performance and efficiency in a hybrid role.
Multifamily Revenue Manager at The Wolff Company overseeing revenue management and market analytics. Responsible for pricing strategy and revenue optimization for multifamily properties.