Revenue Analytics & Forecasting Analyst

Planful, Inc.; United States; On-site; USD 105,000 - 114,000; Full time

Benefits offered by this job

Volunteer days

Birthday PTO

Wellness days

Maternity/Paternity leave

Job summary

Planful, Inc. is hiring a Sales Ops Analyst to act as the analytical engine behind our GTM organization.

You will turn raw sales and revenue data into trusted insights for leadership, partnering with the Business Systems team to focus on analytics and forecasting rather than system admin. This high-visibility role requires data rigor, narrative storytelling, and collaboration across Sales, Finance, Marketing, and Customer Success.

Qualifications

• 2+ years in revenue operations, sales operations, business analytics, or a data-focused role.
• Experience in B2B SaaS and familiarity with ARR, renewals, expansion, and churn concepts.
• Prior experience supporting a GTM or Sales organization.
• Proficiency in Clari and Salesforce for reporting and forecasting.
• Experience building presentations and reports for executive leadership.
• Strong hands-on skills in at least one BI/visualization tool (Power BI, Tableau) and advanced Excel/Google Sheets.
• Big emphasis on validating data and translating analysis for non-technical stakeholders.

Responsibilities

• Sales Performance & Pipeline Analysis: analyze funnel health and bottlenecks.
• Sales Productivity & Capacity: evaluate territory performance and resource models.
• Forecasting & Planning Support: support weekly/monthly forecasting and annual planning.
• Expansion & Retention Analysis: analyze upsell, cross-sell, churn signals for renewal teams.
• Data Storytelling & Communication: translate insights into executive-ready presentations.
• Pricing Analysis Support: assist with pricing trends and discounting visibility.
• Cross-Functional Collaboration: work with Business Systems, Marketing Ops, CS Ops, and IT.

Skills

Revenue operations

Sales operations

Data analytics

Executive reporting

BI tools

Forecasting

CRM data analysis

Tools

Clari

Salesforce

Power BI

Tableau

Excel/Google Sheets

Job description

Planful, Inc. is hiring a Sales Ops Analyst to act as the analytical engine behind our GTM organization.

You will turn raw sales and revenue data into trusted insights for leadership, partnering with the Business Systems team to focus on analytics and forecasting rather than system admin. This high-visibility role requires data rigor, narrative storytelling, and collaboration across Sales, Finance, Marketing, and Customer Success.