Business Analyst

Evlo AI; New York (NY); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Evlo AI in New York, NY is seeking a Revenue Analytics/Operations Analyst to translate business questions into analyses, dashboards, and process improvements used by leadership. You will instrument pipelines, own reporting in Salesforce, SQL, and Tableau, and drive projects from requirements through measurable outcomes.

You will collaborate with RevOps and finance to clean CRM data, define KPIs, and present monthly findings to directors and VPs.

Qualifikationen

• 3-6 years of business analysis, revenue operations, or analytics experience.
• Strong SQL skills and hands-on experience with BI tools (Tableau, Looker, or Power BI).
• Working knowledge of Salesforce administration and CRM data models.
• Demonstrated ability to scope ambiguous problems, gather requirements, and deliver analyses that drive decisions.

Aufgaben

• Build and maintain dashboards and reporting in Tableau or Looker, defining KPIs for pipeline, retention, and operational efficiency
• Write SQL queries against production data warehouses to answer ad-hoc business questions and validate hypotheses
• Partner with RevOps and finance to audit CRM data quality in Salesforce and design cleaner pipeline stages, fields, and automation
• Document business processes and requirements, translating stakeholder asks into technical specifications for engineering and ops teams
• Analyze revenue and usage trends to surface risks and opportunities, presenting findings to leadership monthly
• Evaluate and implement tooling and automation (Zapier, Workato, or native platform features) to eliminate manual workflows
• Support quarterly planning with scenario models, forecasts, and performance reviews against targets

Kenntnisse

SQL

BI tools

Salesforce

Communication

Requirements gathering

Ausbildung

Bachelor's degree in a quantitative field

Tools

Tableau

Looker

Power BI

dbt

Python

Jobbeschreibung

About The Role

The role sits at the intersection of data, systems, and go-to-market operations: translating business questions into analyses, dashboards, and process improvements that leadership actually uses to make decisions.

About The Role

The role sits at the intersection of data, systems, and go-to-market operations: translating business questions into analyses, dashboards, and process improvements that leadership actually uses to make decisions.

You will work across revenue operations and business teams to instrument pipelines, own reporting in tools like Salesforce, SQL, and Tableau, and drive projects from requirements through measurable outcome.

Key Responsibilities

• Build and maintain dashboards and reporting in Tableau or Looker, defining KPIs for pipeline, retention, and operational efficiency
• Write SQL queries against production data warehouses to answer ad-hoc business questions and validate hypotheses
• Partner with RevOps and finance to audit CRM data quality in Salesforce and design cleaner pipeline stages, fields, and automation
• Document business processes and requirements, translating stakeholder asks into technical specifications for engineering and ops teams
• Analyze revenue and usage trends to surface risks and opportunities, presenting findings to leadership monthly
• Evaluate and implement tooling and automation (Zapier, Workato, or native platform features) to eliminate manual workflows
• Support quarterly planning with scenario models, forecasts, and performance reviews against targets

What We Are Looking For

• 3-6 years of business analysis, revenue operations, or analytics experience, ideally in a SaaS or technology environment
• Strong SQL skills and hands-on experience with BI tools (Tableau, Looker, or Power BI)
• Working knowledge of Salesforce administration and CRM data models
• Demonstrated ability to scope ambiguous problems, gather requirements, and deliver analyses that drive decisions
• Excellent communication skills; comfortable presenting to directors and VPs
• Bachelor's degree in a quantitative field, business, or equivalent practical experience
• Bonus: experience with dbt, Python or R for analysis, RevOps platforms (Clari, Gong, ZoomInfo), or financial modeling