Senior Revenue Operations Analyst building dashboards, reporting, and revenue insights for PICTON Investments, a Canadian alternative investment manager. Supporting sales strategy and executive decision-making across three businesses.
Responsibilities
Produce monthly executive reporting, including estimates and actuals, with supporting analysis and commentary
Prepare weekly sales strategy reporting, leaderboards, and KPI dashboards across three businesses
Develop executive-level reporting packages and presentations for leadership decision-making
Design, build, and maintain Tableau, Salesforce, and PowerBI dashboards, including underlying data models
Conduct trend analysis and develop revenue insights informing commercial strategy
Complete ad hoc analysis for the Director and wider Revenue Operations function
Support forecasting and quarterly commissions reporting, with opportunity to assume full ownership over time
Automate and streamline recurring reporting to improve accuracy, consistency, and turnaround
Partner with the CRM Engineering team to improve data models and reporting logic
Help establish trustworthy, decision-ready reporting standards
Own reporting, dashboarding, and analytics supporting revenue growth across three businesses
Report to the Director, Revenue Operations
Requirements
Demonstrated experience building and maintaining dashboards and data models in Tableau or PowerBI
Advanced Excel proficiency, including complex formulas and working with large, imperfect datasets
Working knowledge of SQL and ability to query source data independently
Experience with Salesforce reporting and understanding of underlying data structures
Strong data visualization skills and ability to present analysis clearly and accurately
Strong prioritization skills and ability to manage competing demands
High standard of accuracy and attention to detail appropriate to executive-level reporting
Intellectual curiosity and proactive approach to surfacing insight
Background in financial services or asset management (nice to have)
Exposure to a cloud data warehouse environment such as Snowflake (nice to have)
Experience mentoring or supporting junior analysts (nice to have)
Benefits
Competitive total rewards
Performance-based bonuses
Discretionary bonus program
Full benefits package
Profit sharing
Health and wellness coverage
Life and disability insurance
Paid time off and holidays
Learning and development programs
Corporate fitness reimbursement and discounts
VersaFi memberships
PICTON Investment Counseling and portfolio management services
Volunteer and charitable donation matching
Maternity and parental leave top-up
Recognition awards
Semi-annual performance bonuses
Generous annual vacation entitlement (minimum of 15 days per year)
Revenue Operations leader scaling Spellbook’s AI contract platform through forecasting, GTM systems, and pipeline operations. Building the operating model and team for high - growth B2B revenue.
Director of Revenue Operations operationalizing revenue strategy for Athennian's business - entity compliance SaaS platform. Owning forecasting, CRM architecture, AI automation, and GTM accountability across US and Canada.
Revenue Operations Manager optimizing CRM, forecasting, and go - to - market processes. Supporting Flagler Health’s platform for modern musculoskeletal care.
Revenue Operations Associate optimizing Salesforce, revenue processes, forecasting, and analytics. Supporting CharterUP’s AI - powered group transportation and mobility marketplace as it scales.
Accounting Manager leading AR reserves, ASC 326, and ASC 606 accounting for Veradigm’s healthcare IT solutions. Managing Senior Accountants and advising leadership on forecasts, transactions, and controls.
Growth Marketing Manager driving data - driven subscriber acquisition for The Globe and Mail, Canada’s national media brand. Leading personalized email, CRM, and multi - channel campaigns.
Growth Marketing Manager driving targeted subscriber acquisition for The Globe and Mail, Canada’s national media brand. Leading email, CRM, segmentation, personalization, and multi - channel campaign optimization.
Revenue Operations Director optimizing forecasting, pipeline, compensation, and reporting for Elemica’s digital supply chain SaaS platform. Leading cross - functional commercial operations and a team of at least three.