Developing and maintaining executive reporting, dashboards, KPI frameworks, and business performance insightsAnalyzing revenue, pipeline, client, and operational data to identify trends, opportunities, and risks
Building forecasting models and performance measurement frameworks that support strategic planning and decision-making
Partnering with leaders across Revenue, Finance, and Operations to improve forecasting accuracy and business visibility
Driving quarterly and annual planning processes through scenario modeling and business analysis
Designing and implementing programs that improve operational efficiency, effectiveness, and scalability
Supporting the development and ongoing management of incentive compensation in partnership with Finance and People Operations
Leading cross-functional initiatives involving process improvements, systems enhancements, and operational transformation
Establishing governance, documentation, and adoption strategies that support long-term success
Translating complex analyses into actionable recommendations for executive stakeholders Continuously evaluating and optimizing processes to improve business performance
5+ years of experience in Revenue Operations, Business Operations, Strategy, Analytics, Finance, Consulting, or a related field
Advanced proficiency in Salesforce, Gong, Excel, Google Sheets, and business intelligence platforms such as Tableau, Looker, or Power BI
Experience building forecasting models, executive dashboards, and performance reporting frameworks
Demonstrated success leading cross-functional initiatives from strategy through execution
Strong project management, organizational, and stakeholder management skills
Experience working within CRM and revenue technology ecosystems, preferably Salesforce
Exceptional analytical and problem-solving capabilities
Ability to influence stakeholders and drive alignment across multiple teams
Excellent written, verbal, and executive-level communication skills