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Senior Revenue Operations Analyst

Role Overview

Our client is seeking a highly analytical and systems-savvy Senior Revenue Operations Analyst to help scale and support their 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. This position reports into the VP of Revenue Operations.

This person will serve as a trusted strategic partner to the VP of Revenue Operations and the CRO. The ideal person is someone who thrives in a growing mid-market environment and can help drive clarity, structure, and execution across the go-to-market organization. They are also a strategic thinker with demonstrated experience leveraging AI to enhance analytics and drive organizational excellence.

This is a remote based position.

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, and ongoing system 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 the customer 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

·      Bachelors Degree Required

·      5+ years of experience in Revenue Operations, Sales Operations, Business Analytics, or related field (EdTech, SaaS, or B2B go-to-market experience preferred)

·      Advanced data analysis skills with strong Excel proficiency

·      4+ years 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

·      Salesforce Admin certification (preferred)

Benefits

·      This is a fully remote role

o  Must have a dedicated home office and distraction free workspace

o  Must comply with a business casual dress code when working remote

o  Must comply with a business professional dress code for client meetings and conference attendance

·      Laptop and any necessary equipment to perform the duties required

·      Monthly technology stipend

·      Professional development support - tuition reimbursement program

·      BCBS Medical and Vision with employee premiums

·      FREE Dental

·      FREE basic life insurance policy and short and long-term disability programs

·      401k with generous company match and immediate vesting

·      15 PTO days that start accruing upon hire up to a maximum level based on tenure and does not expire

·      16 Holidays - 9 designated days, 3 Floaters and a Winter Closure between Christmas and New Year

·      1 Paid Volunteer Day annually

·      Donate a PTO Day program for colleagues in need

·      3 Weeks Paid Parental Leave after 12-months of employment for birth, adoption or foster placement

Salary Range:

Compensation for this role includes an annual base salary between $100,000 and $110,000 plus bonus opportunity.

In compliance with the Equal Pay Act, this company ensures their job opportunities have an equitable pay range. Additionally, all full-time employees are eligible to participate in the benefit plans described above.

Company Description:

Our client is a leader in literacy instruction for pre-K through grade 8 and through a recent acquisition is now offering both literacy and math solutions to educators across the U.S. Its customers are primarily school districts across the U.S., and they are served by consultants who travel for on-site training as well as through online training.

The company offers professional development training for teachers and administrators as well as print and online products to assist teachers with literacy instruction. They offer comprehensive educational consulting, professional development, diagnostic assessments, and instructional materials help schools deliver instruction that consistently and significantly increase reading achievement.

They also have a fully engaged and highly committed leadership team who cares deeply about our mission. They’ve hired the best from inside and outside the industry. This is a tremendous opportunity to join a company positioned for continued significant growth. An added plus is knowing that what you’re doing every day is making a significant difference in children’s lives. Come work with a group of smart, fun, passionate professionals who value creativity, innovation, and making an impact.

Our client is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.