Revenue Intelligence Analyst

What you’ll do

• Own executive reporting across the revenue (pre and post-sales) organization.
• Deliver high-quality monthly, quarterly, and ad hoc reporting for senior leadership.
• Synthesize complex data into clear business narratives and recommendations.
• Create holistic reporting views that connect performance across teams, segments, and motions.
• Ensure leaders have timely, accurate, and decision-ready insights.
• Act as a liaison between business stakeholders and data, systems, and business operations teams.
• Gather business requirements and translate them into reporting, dashboard, and dataset needs.
• Define new datasets and enhance existing datasets in BigQuery to support evolving business questions.
• Partner with technical teams to improve data availability, usability, and reporting readiness.
• Help ensure reporting solutions align with business processes and system design.
• Design and build executive-ready dashboards in Tableau.
• Standardize reporting frameworks across revenue segments.
• Develop intuitive visualizations for pipeline, forecast, productivity, retention, and expansion.
• Translate business questions into scalable dashboard solutions.
• Create reusable Tableau data sources and reporting assets.
• Analyze revenue performance trends and deliver actionable insights to business stakeholders.
• Build automated reporting that reduces manual spreadsheet work and improves reporting speed and consistency.
• Support ad hoc, cross-functional analysis across pipeline, bookings, forecast, productivity, and customer metrics.
• Identify reporting gaps and recommend new metrics, views, or process improvements.
• Partner on root-cause analysis to explain performance changes and business trends.
• Design and deploy AI agents and workflow automations that streamline recurring reporting, data QA, and stakeholder request intake across RevOps workflows.
• Evaluate high-impact opportunities to apply AI across reporting and analysis processes, partnering with systems and data teams to operationalize solutions and measure adoption, accuracy, and efficiency gains.
• Analyze sales processes for inefficiencies and implement AI agents to standardize and automate workflows.

Skills you’ll bring

• 2+ years of experience in analytics, business intelligence, revenue operations, or business systems analysis.
• Experience building AI agents using Claude, Glean, ChatGPT, Gemini for process standardization, simplification, and automation.
• Experience building dashboards and reports in Tableau.
• Working knowledge of Salesforce data and reporting concepts.
• Experience supporting Sales, RevOps, or SaaS go-to-market teams.
• Strong analytical thinking and comfort working with large datasets.
• Experience gathering business requirements and translating them into reporting solutions.
• Strong communication skills across technical and non-technical audiences.
• Ability to simplify complex data into clear, executive-ready insights.
• High attention to detail and strong ownership mindset.
• Bias toward automation and scalable reporting solutions.

Preferred Qualifications

• Bachelor’s degree in Business, Finance, Economics, Data Analytics, Information Systems, or a related field.
• Experience in a multi-segment SaaS environment.
• Exposure to pipeline and forecast analytics.
• Experience supporting post-sales functions such as Customer Success, Professional Services, Solutions Engineering, and Customer Experience.
• Experience supporting executive-level reporting and ad hoc business analysis.
• Familiarity with SaaS revenue metrics such as pipeline coverage, conversion rates, forecast variance, GRR, and NRR.
• Experience working with BigQuery or similar cloud data warehouses.
• Proactive, structured problem solver.