Revenue Analytics & Forecasting Specialist

Jobtailor; Oklahoma City (OK); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in United States (Oklahoma City) is seeking an analytics-focused professional to build and optimize dashboards and reports in Salesforce, Power BI, Tableau, and Excel to drive revenue forecasting and pipeline visibility.

You will analyze sales, marketing, and customer data to spot trends and opportunities across the revenue lifecycle, while supporting Salesforce operations and data hygiene. Collaboration with cross-functional teams and up to 20% travel are expected.

Qualifications

• Bachelor’s degree in Business, Analytics, Finance, Economics, Information Systems, or related field (or equivalent practical experience)
• 2–5 years of experience in an analytics, operations, or revenue-focused role (internships or relevant project experience considered)
• Hands-on experience with Salesforce, including reporting and dashboards (preferred)
• Strong proficiency in Excel (e.g., pivot tables, lookups, basic formulas)
• Experience using at least one BI tool such as Power BI or Tableau
• Basic understanding of sales and revenue concepts (pipeline, forecasting, trends, etc.)
• Ability to work independently in a remote environment while collaborating with cross-functional teams
• Willingness and ability to travel up to 20% as needed.

Responsibilities

• Build, maintain, and enhance dashboards and reports in Salesforce, Power BI, Tableau, and Excel to support revenue forecasting, pipeline visibility, and performance tracking
• Analyze sales, marketing, and customer data to identify trends, risks, and opportunities across the revenue lifecycle
• Support day-to-day Salesforce operations, including data hygiene, basic configuration, report creation, and user support
• Partner with Sales, Marketing, Finance, and Customer Success teams to understand reporting needs and translate business questions into data insights
• Assist with revenue forecasting, pipeline reviews, and KPI tracking
• Document processes, definitions, and reporting logic to ensure consistency and scalability
• Support ad hoc analysis and special projects related to revenue growth and operational efficiency
• Help identify opportunities to improve tools, workflows, and data quality across revenue systems

Skills

Salesforce Reporting

Power BI

Tableau

Excel Proficiency

Revenue Forecasting

Data Analysis

KPI Tracking

Data Hygiene

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Power BI

Tableau

Excel

Job description

Jobtailor in United States (Oklahoma City) is seeking an analytics-focused professional to build and optimize dashboards and reports in Salesforce, Power BI, Tableau, and Excel to drive revenue forecasting and pipeline visibility.

You will analyze sales, marketing, and customer data to spot trends and opportunities across the revenue lifecycle, while supporting Salesforce operations and data hygiene. Collaboration with cross-functional teams and up to 20% travel are expected.