Revenue Analytics & CRM Automation Architect

My Investment Path; Coral Gables (FL); On-site; USD 90,000 - 125,000; Full time

Job summary

My Investment Path is building a Revenue Analytics & Sales Process function in Florida to connect sales activity, CRM data, and performance analytics. The role designs the reporting environment, owns the CRM, and automates lead-to-client lifecycle steps with AI connectors and workflows while ensuring compliance across functions.

This is a build role focused on constructing from fragmented inputs, documenting processes, and creating a reliable revenue operating foundation for executive leadership.

Qualifications

• Bachelor's degree in computer information systems, computer science, business analytics, or a related field.
• Two or more years of experience in revenue operations, commercial or sales analytics, or business intelligence, including responsibility for building reporting rather than only consuming it.
• Demonstrated experience constructing a reporting environment from fragmented sources — integrating ERP, database, and spreadsheet data into a consolidated analytics layer.
• Strong SQL and data modeling capability, with hands-on experience in a modern BI platform (Power BI, including DAX and Power Query, or equivalent) and advanced Excel.
• Experience designing commercial tracking and follow-up workflows for customer activity, open actions, dependencies, and next steps — including in environments without a formal CRM in place.
• Applied experience with AI tools in a working context, including prompt design, workflow construction, AI-assisted development and realistic assessment of where AI output can and cannot be trusted.
• Forecasting experience at customer or product level using historical demand, seasonality, and behavioral data.
• Cross-functional working experience with sales, marketing, operations, and IT to define KPIs, resolve data quality issues, and standardize reporting logic.
• Spanish and English professional proficiency.
• Ability to work independently and set priorities in an environment without established process.

Responsibilities

• Build and own revenue analytics and reporting infrastructure across CRM, accounting, and operations.
• Analyze pipeline, activity, and revenue performance with compliance-focused oversight.
• Define and monitor revenue KPIs and lead-time metrics; create executive dashboards.
• Architect CRM and data pipelines to enable self-serve reporting for leadership.
• Automate lead-to-client lifecycle steps using AI connectors and workflows.
• Support inbound/outbound pipeline activity and cross-sell opportunities across lines.
• Document processes and ensure data quality and governance throughout the system.

Skills

SQL

Data modeling

Power BI

DAX

Power Query

Advanced Excel

AI tools

Forecasting

Cross-functional collaboration

English proficiency

Education

Bachelor's degree in computer information systems, computer science, business analytics, or a related field

Tools

HubSpot CRM

CRM configuration

Job description

My Investment Path is building a Revenue Analytics & Sales Process function in Florida to connect sales activity, CRM data, and performance analytics. The role designs the reporting environment, owns the CRM, and automates lead-to-client lifecycle steps with AI connectors and workflows while ensuring compliance across functions.

This is a build role focused on constructing from fragmented inputs, documenting processes, and creating a reliable revenue operating foundation for executive leadership.