Revenue Operations Analyst supporting GTM reporting, forecasting, and data quality for AppDirect’s B2B SaaS commerce platforms. Building models, dashboards, and leadership insights across Sales, CS, Marketing, and Finance.
Responsibilities
Build and maintain dashboards, models, and reports for pipeline/bookings reviews, forecast calls, QBRs, and board updates
Handle ad-hoc data requests from Sales, Customer Success, Marketing, and Finance, delivering accurate, documented, actionable analysis
Support operational models for forecasting, pipeline coverage, capacity and quota planning, territory analysis, and scenario planning using Google Sheets and BI tools
Use Salesforce, PlanHat, and adjacent GTM tools to build reports, pull and validate data, and identify data-integrity issues
Monitor and report on pipeline generation and conversion, win rates, bookings, churn and retention, and attainment metrics
Investigate and flag data-quality issues during the Deal Desk process and partner with systems and GTM teams to resolve them at the source
Translate analysis into concise narratives and visuals for senior leadership and explain methodology and recommendations
Requirements
3+ years of experience in revenue operations, sales/GTM operations, financial analysis, business analytics, or a closely related analytical role in B2B SaaS
A bachelor’s degree in mathematics, statistics, economics, finance, or a similar field
Genuine power user of Google Sheets or Excel, including complex formulas, pivots, lookups, and building and maintaining models from scratch
Experience collecting and analyzing quantitative and qualitative data
Working knowledge of Salesforce (SFDC) and PlanHat as an advanced user, including building reports and dashboards and pulling and validating data
Understanding of GTM data flows through related systems
Experience preparing analysis and reporting for QBRs, board decks, or forecasts
Excellent written and verbal communication skills
Strong attention to detail and accuracy
Comfort with BI/reporting tools such as Looker, Domo, or similar
SQL experience to pull data from BigQuery is a strong plus
Ability to prioritize competing requests, adapt in a fast-paced environment, and work independently
Ability to challenge assumptions and conclusions with data while supporting final decisions
Benefits
Performance-based bonuses may be available to regular employees
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