Revenue Insights Analyst, Customer Success

OpenLoop Health, Inc

$100K — $120K *
US-AnywhereRemote in United States
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7+ years of experience in analytics, revenue operations, or business intelligence in a B2B SaaS environment
  • Strong SQL skills for data extraction and manipulation
  • Experience with Tableau, Looker, or similar BI tools for dashboard creation
  • Deep understanding of SaaS revenue metrics like ARR, conversion rates, and churn
  • Familiarity with Salesforce and/or HubSpot data architecture
  • Exceptional skills in data storytelling for non-technical audiences
  • High attention to detail for thorough data validation

Responsibilities

  • Build and maintain dashboards and reports across the entire GTM funnel
  • Analyze funnel performance to identify conversion bottlenecks and improvement opportunities
  • Support revenue forecasting and planning through reliable data analysis
  • Proactively identify insights to enhance revenue efficiency and pipeline quality
  • Deliver clear insights to leadership through various reporting formats
  • Partner with Revenue Intelligence to ensure data quality and analytical integrity

Benefits

  • Opportunity to work closely with GTM teams to impact decision-making
  • Role supports professional growth through data-driven initiatives
  • Direct influence on resource allocation and revenue optimization
  • Chance to build self-serve reporting infrastructure at scale
  • Dynamic environment that values proactivity and curiosity
Full Job Description


Data is only as valuable as the decisions it drives. At OpenLoop, we're looking for a GTM Insights Analyst who can turn complex revenue data into clear, actionable insights-building the dashboards, analyses, and reports that help Marketing, Sales, and Customer Success teams understand what's working, what isn't, and what to do next.

This isn't a passive reporting role. You'll be a proactive analytical partner to GTM teams, surfacing the trends and signals that drive better decisions-and helping leaders ask better questions of their data. You'll work closely with the broader RevOps and Revenue Intelligence teams, and your work will have a direct line to how we allocate resources, prioritize accounts, and forecast revenue.

If you love digging into messy data, building clean reports, and telling the story behind the numbers-this role is for you.

Why This Role Exists

Limited analytical bandwidth is slowing decision-making and reducing our ability to identify performance gaps across the funnel. GTM leaders need faster, more reliable access to insights-and a partner who can help them understand what the data is actually saying.

This role fills that gap. You'll provide the analytical support that enables data-driven optimization across Marketing, Sales, and Customer Success-and help build the self-serve reporting infrastructure that scales with the business.

What You'll Own
  • Dashboards & Reporting - Build and maintain dashboards and reports across the GTM funnel-from top-of-funnel acquisition through pipeline, conversion, and retention-using tools like Tableau, Looker, or Salesforce reports.
  • Funnel Analysis - Analyze funnel performance and trends to identify conversion bottlenecks, drop-off points, and opportunities for improvement across Marketing, Sales, and CS.
  • Forecasting Support - Partner with RevOps leadership to support forecasting and planning processes with clean, reliable data analysis and scenario modeling.
  • Growth & Efficiency Insights - Proactively identify opportunities to improve revenue efficiency-surfacing insights about pipeline quality, campaign performance, rep productivity, and customer health that GTM leaders can act on.
  • Executive Reporting - Deliver clear, concise insights to leadership in the formats they need-whether that's a weekly pipeline report, a QBR package, or an ad hoc analysis on a key business question.
  • Data Quality Partnership - Partner with the Revenue Intelligence team to identify data quality issues, validate analysis inputs, and ensure the integrity of the insights you deliver.


What We're Looking For
  • 5-7+ years of experience in analytics, revenue operations, or a data-heavy business intelligence role-ideally at a B2B SaaS company
  • Strong SQL skills and experience building reports and dashboards in Tableau, Looker, or equivalent BI tools
  • Solid understanding of SaaS revenue metrics: pipeline, ARR, conversion rates, churn, NRR, CAC, LTV
  • Experience working with Salesforce and/or HubSpot data-you know where the data lives and how to pull it reliably
  • Exceptional data storytelling skills-you can turn a complex analysis into a clear narrative that non-technical stakeholders can act on
  • Detail-oriented with strong data validation instincts-you don't ship an analysis until you've pressure-tested it
  • Proactive and intellectually curious-you bring questions and hypotheses, not just answers


How We'll Measure Success
  • Time to Insight - Average time from business question to data-backed answer
  • Dashboard Adoption Rate - Active usage of self-serve dashboards and reports across GTM teams
  • Accuracy of Analysis - Error rate in delivered analyses and reports
  • Impact of Recommendations - GTM decisions influenced by analysis, tracked through qualitative and quantitative feedback
  • Stakeholder Satisfaction - Feedback from GTM leaders on analytical support quality and responsiveness



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