RevOps SF Analyst and Power BI
Supports Revenue Operations through Salesforce reporting, Power BI dashboards and data models, revenue forecasting, pipeline analysis, and cross-system data validation. The role requires five or more years of related analytics experience and strong Power BI, Salesforce, and Excel expertise.
About the job
Responsibilities
- Serve as an analytical partner to Revenue Operations, translating data into actionable insights.
- Build and maintain executive dashboards, KPI reporting, and recurring business reporting in Power BI and Salesforce.
- Design and maintain scalable Power BI data models, semantic models, measures, and reporting solutions.
- Translate business questions and reporting needs into sustainable analytics solutions.
- Partner cross-functionally to understand reporting needs and improve decision-making.
- Validate and reconcile data across Salesforce, Power BI, Excel, and other business systems.
- Support revenue forecasting, pipeline analysis, performance reporting, and executive business reviews.
- Identify trends, risks, opportunities, data anomalies, and data quality issues.
- Recommend improvements to dashboards, KPIs, reporting processes, data definitions, and Salesforce reporting architecture.
- Establish consistent metric definitions and reporting standards.
- Improve reporting accuracy, speed, automation, usability, and scalability.
- Communicate findings clearly to technical and nontechnical stakeholders.
- Manage priorities, communicate progress and risks, and follow work through to completion.
Requirements
- Five or more years of experience in Revenue Operations, Sales Operations, Business Intelligence, Revenue Analytics, or a closely related analytics role.
- Experience building executive dashboards, KPI reporting, and business reporting used by senior leaders.
- Experience supporting revenue forecasting, pipeline reporting, performance analysis, and executive business reviews.
- Hands-on Power BI experience, including data modeling, semantic models, DAX, measures, dashboard development, report performance, and data refreshes.
- Hands-on Salesforce experience, including reporting, dashboards, data structure, object relationships, pipeline data, and CRM data quality.
- Advanced Microsoft Excel skills, including Power Query, PivotTables, XLOOKUP, INDEX MATCH, and complex formulas.
- Experience validating and reconciling data across multiple systems and resolving reporting discrepancies.
- Ability to understand business processes and translate business questions into scalable reporting and analytics solutions.
- Strong analytical judgment and attention to detail.
- Excellent written and verbal communication skills.
- Ability to work independently, manage multiple priorities, meet deadlines, and communicate proactively.
- Collaborative, accountable, responsive, and team-oriented working style.
Nice to Have
- Experience working in a B2B SaaS environment.
- SQL experience for querying, validating, and analyzing data.
- Experience improving Salesforce data quality, CRM governance, or reporting architecture.
- Experience automating recurring reporting processes and improving analytics efficiency.
Compensation and Benefits
- Fully remote, full-time role sourced offshore, such as India or other approved global locations.
- Reliable overlap with the United States-based team is expected.
- Compensation is competitive for the market and commensurate with experience.
Skills
Revenue Operations, Power BI, Dax, Salesforce, Excel, Power Query, Pivottables, Xlookup, Index Match, SQL, Data Modeling, Semantic Models, Revenue Forecasting, Pipeline Analysis, Crm Data Quality
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