Senior Revenue Operations Specialist Analyst to help scale and support our go-to-market operations and executive decision-making capabilities. This role will serve as a strategic partner to Sales, Marketing, and Executive Leadership by owning core reporting, forecast support, Salesforce administration, and performance analytics.
We are seeking a Senior Revenue Operations Specialist to serve as a trusted strategic partner to the VP of Revenue Operations and the CRO. This remote role is designed for a strong individual contributor who thrives in a growing mid-market environment and can help drive clarity, structure, and execution across the go-to-market organization. This position is ideal for a strategic thinker with demonstrated experience leveraging AI to enhance analytics and drive organizational excellence.
Core Responsibilities
Revenue Reporting & Business Intelligence
- Own recurring GTM reporting including pipeline creation, conversion, bookings, forecast trends, renewals, and key performance metrics
- Build and maintain executive dashboards, scorecards, and monthly business review materials
- Deliver ad hoc analysis to support leadership decisions, board preparation, territory planning, and performance management
- Identify trends, risks, and opportunities across the revenue funnel and present actionable recommendations
- Leverage AI tools to accelerate analysis, surface insights from large data sets, and build repeatable reporting frameworks that reduce manual effort
Forecasting & Pipeline Operations
- Support weekly and monthly forecast processes, including data preparation, inspection, rollups, and reporting accuracy
- Monitor pipeline health, stage progression, close-date movement, and seller activity trends
- Partner with sales and revenue operations leadership on pipeline reviews and opportunity hygiene
- Improve forecast consistency through process discipline and reporting enhancements
- Apply AI-assisted tools and automation to improve forecast accuracy, flag pipeline risks, and create consistent, scalable inspection processes
Salesforce Administration and Optimization
- Build and maintain Salesforce reports, dashboards, list views, workflows, validation rules, and basic automations
- Manage user requests, field updates, page layout improvements, andongoingsystem enhancements with oversight from system owners
- Ensure CRM data quality, governance, and process adherence
- Partner with external admins or internal stakeholders on larger system initiatives when needed
Performance Management and Cross-Functional Support
- Track GTM OKRs and performance metrics across the Revenue team
- Support campaign, lead follow-up, and conversion reporting
- Help optimize lead management reporting and accountability tracking
- Partner cross-functionally to improve workflows, visibility, and execution across thecustomer lifecycle
Strategic Projects
- Support organizational planning and design analysis
- Assist with system implementations, integrations, and process improvement initiatives
- Build scalable reporting infrastructure aligned with Finance, leveraging AI and automation to reduce manual work and improve decision speed
Qualifications
Required
- 5+ years of experience in Revenue Operations, Sales Operations, Business Analytics, or related field
- Advanced data analysis skills with strong Excel proficiency
- Hands-on Salesforce experience building reports, dashboards, and basic admin customizations
- Strong understanding of SaaS or recurring revenue metrics, pipeline management, and forecasting
- Experience translating data into executive-ready insights and recommendations
- High attention to detail with strong ownership mentality
- Ability to manage multiple priorities in a fast-paced growth environment
- Comfort and confidence using AI tools to improve workflows, accelerate analysis, and drive repeatable processes
- Experience building dashboards and visualizing data with PowerBI or similar BI platforms
- SQL experience or ability to work with larger data sets
Preferred
- EdTech, SaaS, or B2B go-to-market experience
- Salesforce Admin certification
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