Business Analyst

Evlo AI; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Evlo AI is seeking a Business Analyst to bridge data, systems, and go-to-market operations in San Francisco. You will instrument the funnel, surface insights from CRM and product data, and own the reporting leadership relies on for resource allocation and growth forecasting.

You will build dashboards in SQL/Tableau/Looker, drive process improvements across Salesforce and internal tooling, and partner with sales, marketing, and finance to enable data-driven decisions at scale.

Qualifications

• 3–6 years in business analysis, RevOps, or analytics in B2B SaaS.
• Advanced SQL and ability to model data from CRM, billing, and product databases.
• Hands-on Salesforce experience and at least one BI tool (Tableau/Looker/Power BI).
• Strong spreadsheet modeling and ability to turn data into executive narrative.
• Proven in driving process improvements or tooling changes with measurable outcomes.
• Bachelor's degree in economics, statistics, engineering, finance, or equivalent.
• Bonus: Python or R, dbt, Snowflake, and FP&A or sales comp exposure.

Responsibilities

• Build and maintain dashboards and reporting in SQL, Tableau, or Looker.
• Partner with RevOps to document business processes across Salesforce, HubSpot, and internal tools.
• Analyze funnel conversion, territory performance, and customer segmentation for planning.
• Own data quality in the CRM: define standards and audit pipelines.
• Translate stakeholder requests into clear requirements and deliver analyses with a documented methodology.
• Support annual planning and forecasting with scenario models and variance analysis.
• Present findings to senior leadership with actionable recommendations.

Skills

Advanced SQL

CRM data modeling

BI tools

Spreadsheet modeling

Executive storytelling

Process improvement

Salesforce experience

Python or R (bonus)

dbt/Snowflake (bonus)

Education

Bachelor's degree in a quantitative field

Tools

Salesforce

Tableau

Looker

Power BI

dbt

Snowflake

Job description

About The Role

The Business Analyst sits at the intersection of data, systems, and go-to-market operations — translating messy business questions into models, dashboards, and process changes that drive revenue decisions.

You will work closely with sales, marketing, and finance leadership to instrument the funnel, surface insights from CRM and product data, and own the reporting that leadership actually relies on to allocate resources and forecast growth.

Key Responsibilities

• Build and maintain dashboards and reporting in SQL, Tableau, or Looker covering pipeline health, revenue performance, and go-to-market efficiency
• Partner with RevOps to design and document business processes across Salesforce, HubSpot, and internal tooling, identifying gaps and automation opportunities
• Analyze funnel conversion, territory performance, and customer segmentation to inform quarterly planning and quota setting
• Own data quality and hygiene in the CRM: define field standards, audit pipelines, and drive adoption of process changes across sales and marketing teams
• Translate stakeholder requests into clear requirements, then deliver analyses and recommendations with a documented methodology
• Support annual planning and forecasting cycles with scenario models and variance analysis
• Present findings to senior leadership, turning analysis into prioritized, actionable recommendations

What We Are Looking For

• 3-6 years of experience in business analysis, revenue operations, or a comparable analytics role, ideally in B2B SaaS
• Advanced SQL required; comfort joining and modeling data from CRM, billing, and product databases
• Hands-on experience with Salesforce and at least one BI tool (Tableau, Looker, Power BI, or similar)
• Strong spreadsheet modeling skills and the ability to move from raw data to a clear executive narrative
• Demonstrated success driving process improvements or tooling changes that produced measurable business outcomes
• Bachelor's degree in a quantitative field (economics, statistics, engineering, finance) or equivalent practical experience
• Bonus: Python or R for ad-hoc analysis; experience with dbt, Snowflake, or modern data stack tooling; exposure to sales compensation planning or FP&A