RevOps Strategist engineering HubSpot revenue systems for RevPartners clients. Developing go - to - market strategies, optimizing operations, and leading measurable growth initiatives across marketing, sales, and service.
About the role
- 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)
- Training and development reimbursement
- Extensive health and dental benefits
- Healthcare spending account
- Flexible environment
- Clear path for career growth
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