Customer Revenue Analyst

Remote; San Francisco (CA); Remote; USD 120,000 - 170,000; Full time

Job summary

DISHER in partnership with a global supply chain solutions company is seeking a Customer Revenue Analyst to own revenue performance across the existing customer base, balancing growth and retention. You will bridge the Account team and Customer Success, using HubSpot as the system of record and Power BI for storytelling.

You will build annual revenue plans, forecast monthly for enterprise customers, model upsell potential and churn risk, and design lead-to-cash workflows in HubSpot while

Qualifications

• 5+ years of Revenue/Sales Operations (B2B/SaaS preferred).
• Advanced HubSpot expertise with custom reports, workflows, and deal pipeline management.
• Proven Power BI experience with DAX, data modeling, and dashboards.

Responsibilities

• Own annual revenue planning and monthly enterprise forecasts.
• Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations.
• Design and maintain lead-to-cash workflow for renewals and expansions in HubSpot.
• Coordinate with Deal Desk on non-standard renewal pricing and terms.
• Develop executive Power BI dashboards for Pipeline Health, Retention, and Productivity.

Skills

Revenue operations

HubSpot

Power BI

Forecasting

Data storytelling

Excel

Cross-functional collaboration

Tools

HubSpot

Power BI

Excel

Job description

Customer Revenue Analyst

DISHER is currently partnering with a global supply chain solutions organization on their Customer Revenue Analyst opportunity. In this role, you will own revenue performance across their existing customer base, balancing growth (upsell/cross-sell) and retention (upgrades/renewals/churn). You will be the data-driven analyst that acts as the bridge between the Account team and Customer Success. You will use HubSpot as your system of record and Power BI as your storytelling engine.

What it's like to work here:

This organization empowers high-performance teams to solve complex challenges through creativity, partnership, and technology. Employees enjoy a supportive, collaborative environment where initiative and growth are celebrated. With a focus on work-life balance and professional development, this company provides meaningful opportunities for technical and personal advancement in a distributed workplace.

What you will get to do:

• Planning and Modeling:

  • Own annual revenue planning and monthly forecasting for enterprise customers.

  • Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations.

  • Conduct margin analysis by customer segment and service tier.

• Process and Governance:

  • Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot.

  • Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance.

  • Coordinate with Deal Desk on non-standard renewal pricing and contract terms.

  • Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success)

• Analytics and Dashboards:

  • Build and maintain executive Power BI dashboards tracking:

    • Pipeline Health (coverage, velocity, win rates)

    • Retention (NRR, GRR, churn by segment)

    • Productivity (attainment, time-to-close)

    • KPI Governance (define metrics, data dictionaries, and cadence)

• Technology and Innovation:

  • Serve as the HubSpot RevOps Subject Matter Expert.

  • Implement AI workflow orchestration within HubSpot

  • Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets.

What will make you successful:

• At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred)

• Advanced HubSpot expertise with the ability to build custom reports, workflow automations, deal pipeline management, and property creation.

• Proven Power BI experience with DAX, data modeling, paginated reports, embedded dashboards, and business insights.

• Strong Excel skills for ad-hoc modeling and scenario analysis.

• Experience with forecasting, retention metrics, and executive presentation.

• Ability to turn complex data into simple, actionable stories.

• Ability to spot risks before they materialize.

• Desire to be in a cross-functional team environment and be the bridge between Account Managers, Customer Success Managers, and ELT priorities.

• Must have the current and continuing right to work in the United States of America without restrictions or expirations.