Lead Analyst Revenue Operations

Smart Circle International; Newport Beach (CA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Vacation

Sick leave

Paid holidays

Medical (with HSA)

Dental

Vision

401K with employer match

Team LMS access

Home office stipend

Growth & development opportunities

Job summary

Smart Circle International seeks a Lead Analyst to transform complex data into performance insights, actionable recommendations, and robust financial models that accelerate client growth. You will own executive-level analyses, forecast testing, and compensation strategies while collaborating with business owners to close performance gaps and maximize profitability.

You will lead cross-functional teams, deliver Excel-driven analyses, and develop KPI dashboards in Tableau/Power BI, shaping

Qualifications

• Advanced Excel capabilities with financial modeling, large dataset management, and KPI/dashboard development.
• Strong analytical skills with ability to identify trends, risks, and opportunities across complex datasets.
• Experience presenting insights and recommendations to senior leadership and cross-functional teams.

Responsibilities

• Serve as the lead analytics partner for assigned clients and sales organizations, owning performance analysis, forecasting, and commercial reporting
• Lead performance discussions and present actionable recommendations to senior leadership, clients, and cross-functional stakeholders
• Own daily Excel-driven analysis across sales performance, profitability, forecasting, and compensation strategy
• Build and maintain complex financial models, pro forma P&Ls, incentive structures, and scenario analyses
• Partner directly with independent sales leaders and business owners to improve performance, optimize earnings, and identify growth opportunities
• Develop executive-level reporting, KPI dashboards, and commercial performance analysis in Excel and Tableau
• Validate reporting accuracy, data integrity, and financial assumptions while quickly identifying trends, gaps, and risks
• Follow company guidelines and best practices for responsible AI use and data security
• Additional responsibilities may be assigned as needed to support team and organizational priorities

Skills

Advanced Excel

Technical Analytics

Commercial & Financial Acumen

Analytical Problem Solving

Executive Communication

Ownership & Execution

AI-Enabled Analysis

Tools

Tableau

Power BI

Job description

The Lead Analyst transforms complex data into sharp performance insights, strategic recommendations, and financial models that accelerate commercial performance and drive measurable growth for their assigned client accounts.

This role owns executive-level performance analysis, pressure-tests forecasting and compensation strategies, and works directly with business owners to identify opportunities, solve performance gaps, and maximize profitability. The Lead Analyst is expected to move quickly, challenge assumptions, and influence high-impact decisions across the business.

The ideal candidate is exceptionally strong in Excel, highly analytical, and energized by fast-paced, performance-driven environments. They operate with urgency, navigate ambiguity confidently, and lead cross-functional teams through complex market dynamics and sales optimization initiatives with clarity and precision.

What You’ll Do:

• Serve as the lead analytics partner for assigned clients and sales organizations, owning performance analysis, forecasting, and commercial reporting
• Lead performance discussions and present actionable recommendations to senior leadership, clients, and cross-functional stakeholders
• Own daily Excel-driven analysis across sales performance, profitability, forecasting, and compensation strategy
• Build and maintain complex financial models, pro forma P&Ls, incentive structures, and scenario analyses
• Partner directly with independent sales leaders and business owners to improve performance, optimize earnings, and identify growth opportunities
• Develop executive-level reporting, KPI dashboards, and commercial performance analysis in Excel and Tableau
• Validate reporting accuracy, data integrity, and financial assumptions while quickly identifying trends, gaps, and risks
• Follow company guidelines and best practices for responsible AI use and data security
• Additional responsibilities may be assigned as needed to support team and organizational priorities

What You’ll Bring:

• Advanced Excel & Technical Analytics: Expert-level Excel capabilities with strong experience in financial modeling, large dataset management, reporting automation, and KPI/dashboard development using tools such as Tableau or Power BI
• Commercial & Financial Acumen: Understands the operational and financial drivers behind sales performance, profitability, forecasting, and compensation strategy
• Analytical Problem Solving: Quickly identifies trends, risks, inconsistencies, and growth opportunities within complex datasets and ambiguous business scenarios
• Executive Communication: Presents insights, recommendations, and performance narratives clearly and confidently to leadership and cross-functional teams
• Ownership & Execution: Operates with urgency, manages competing priorities effectively, and delivers accurate work in fast-paced, high-performance environments
• AI-Enabled Analysis: Leverages AI tools to accelerate research, writing, and analysis while applying sound judgment to validate and refine outputs

Smart Circle International

is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses and through door-to-door canvassing. Smart Circle operates from two locations: our headquarters in Newport Beach, California, and an office in Toronto, Ontario. Visit smartcircle.com to learn more!

Why You’ll Love It Here:

Smart Circle is committed to cultivating an environment that sparks curiosity, encourages bold thinking, and supports continuous development. We believe people thrive when they’re in roles that align with their strengths and ambitions, so we make space for individuals to stretch and explore new possibilities. Your next move matters so if you're looking for a place where ambition is celebrated and growth is tangible, Smart Circle may be the place for you!

Total Rewards:

• vacation
• sick leave
• paid holidays
• medical (with an HSA plan option)
• dental
• vision
• company paid Basic Life insurance
• opportunity to enroll in Voluntary Life plans
• Employee Assistance Program
• 401K with employer match
• employee referral program
• home office stipend
• opportunities for team building, growth, and development
• Team members have on-demand access to an LMS with a variety of courses to further their professional and personal development.

Equal Opportunity Employer:

We are an Equal Opportunity Employer, committed to building a workplace where every individual is valued, respected, and empowered to grow, regardless of background or identity.

We recruit, hire, evaluate, and promote based on talent and potential, without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. Discrimination or harassment of any kind has no place here, and we expect every team member to uphold a culture of dignity and respect.

In accordance with applicable law, the compensation range listed within this job posting reflects our good faith estimate of the expected salary for this role at the time of posting. Final compensation will be determined based on a variety of non-discriminatory factors, including a candidate’s qualifications, skills, and experience.