Revenue Operations Analyst

United StatesRemoteFull-timemid

OperationsOperations Analyst

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Revenue Operations Analyst based in United States.

Technical Tools

OperationsOperations Analyst

This remote role sits at the intersection of revenue operations, finance, sales analytics, and business intelligence. You’ll use Salesforce data to build reporting, forecasts, and dashboards that support financial planning and executive decision-making. The position offers significant ownership over business-critical revenue processes while partnering closely with Finance, Accounting, Business Development, and other teams. You’ll focus on turning complex data into clear insights, identifying operational improvements, and strengthening reporting infrastructure. The environment is fast-paced, highly analytical, technology-focused, and mission-driven. Periodic travel may be required for key milestones, team meetings, and company events.

Build and maintain Salesforce pipeline reports, forecasts, performance dashboards, and executive-level analytics for business development and senior leadership.
Analyze revenue data, perform financial reporting and variance analysis, and partner with Finance and Accounting on planning and decision-making.
Extract, validate, reconcile, and model Salesforce data to ensure reporting accuracy and reliable financial inputs.
Support revenue workflows and operational processes, working with the Salesforce administrator to define and implement necessary system improvements.
Identify opportunities to improve reporting, automation, workflows, and operational efficiency across revenue processes.
Support annual budgeting and financial planning and forecasting (FP&A) activities through data analysis and business insights.
Collaborate cross-functionally to address operational challenges, lead projects, and develop practical solutions to evolving business needs.
Provide clear, actionable analysis that helps leadership understand pipeline health, performance trends, risks, and opportunities.

Requirements

~2 min read

Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Engineering, or a related discipline, or equivalent relevant experience.
5+ years of experience in revenue operations, sales or business development operations, financial analysis, or a related analytical function.
Advanced Salesforce expertise, particularly in reporting, dashboards, forecasting, pipeline analysis, and data extraction for financial purposes.
Experience supporting sales or business development forecasting and financial reporting through data modeling and analytics.
Strong Excel skills, including pivot tables, multi-source analysis, data reconciliation, and complex reporting.
Experience with NetSuite finance and sales modules or a comparable enterprise resource planning (ERP) system.
Experience leading cross-functional projects, either formally or informally, and coordinating stakeholders toward shared outcomes.
Strong analytical and problem-solving abilities, with exceptional attention to detail and a highly data-driven approach.
Ability to translate complex information into clear business insights and communicate effectively with technical and non-technical stakeholders.
High ownership, curiosity, humility, adaptability, and a strong focus on delivering measurable outcomes.
Familiarity with Salesforce configuration, including custom fields and report types, sufficient to communicate requirements to a Salesforce administrator.
Experience with business intelligence tools or SQL is preferred.
Experience supporting annual budget development, FP&A forecasting, and executive-level pipeline reporting is highly desirable.
Must be a U.S. citizen or permanent resident and meet applicable U.S. government export-control eligibility requirements.