Intermediate-to-advanced Excel skills including VLOOKUP and complex functions
Familiarity with CRM systems, preferably Salesforce
Strong detail orientation and data quality focus
Ability to juggle multiple reporting tasks
Effective in presenting data insights to non-technical users
Bachelor's degree required
Responsibilities
Build and maintain weekly sales pipeline reports
Develop year-to-date performance summaries by team and product
Maintain weekly outlook models comparing actuals to quotas
Integrate closed/won data with pipeline metrics for forecasting
Audit and clean large CRM datasets for accuracy
Apply classification flags and resolve data errors
Produce activity reports for senior leadership
Support pipeline review presentations with data maintenance
Benefits
Exposure to high-visibility projects impacting senior leadership
Opportunity to shape the business's understanding of performance
Meaningful impact from the onset of your role
Work at the intersection of data, process, and storytelling
Collaboration with a dynamic Revenue Operations team
Full Job Description
About the Role
Join a high-visibility Revenue Operations team where your analytical work directly shapes the commercial decisions of senior leadership. As a Business Analyst, you'll own the reporting infrastructure and forecasting models that drive how the business understands its pipeline, performance, and trajectory - giving you meaningful impact from day one.
This role is ideal for someone who thrives at the intersection of data, process, and storytelling: someone who can wrangle complex, large-scale datasets and turn them into clear, actionable insights for the people running the business.
Key Responsibilities
Build and maintain weekly sales pipeline reports tracking created, pushed, and stage-distributed opportunities
Develop YTD performance summaries by rep, team, and product using structured Excel models
Maintain rolling weekly outlook models comparing actuals vs quota across region, segment, and rep
Integrate closed/won data with pipeline coverage metrics to produce current-quarter and full-year forecasts
Audit and clean raw CRM exports (3,000-4,000 row datasets) for reporting accuracy
Apply and maintain classification flags across large, structured tables; resolve formula errors and data mismatches
Produce meeting activity and coverage reports for senior leaders
Support weekly pipeline review decks by maintaining the underlying Excel data models
Required Qualifications
3-5 years in a related analytical role
Intermediate-to-advanced Excel proficiency (multi-sheet workbooks, VLOOKUP/INDEX-MATCH, IF statements, date functions, structured tables, charts)
Familiarity with CRM platforms (Salesforce preferred) and CRM data exports
Strong attention to detail and systematic approach to data quality and formula auditing
Ability to manage multiple reporting cycles simultaneously (daily, weekly, monthly)
Effective written communication for presenting data insights to non-technical stakeholders
Bachelor's degree
Nice to Have
BI tools experience (Tableau, Power BI)
SQL exposure
Background in financial services, banking, or insurance
Experience supporting C-suite or department-head reporting cadences
Compensation: Annual base salary of $90,000-$100,000 + bonus
