Revenue Operations Analyst

RevOps Report; Orange (CA); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, vision insurance

HSA, HRA, FSA

Life and disability insurance

EAP

401K

Pet insurance

Job summary

RevOps Report is seeking a Revenue Operations Analyst to connect sales pipeline to revenue through robust reporting and financial analysis. You’ll support the full revenue lifecycle with Sales/Marketing collaboration and build scalable dashboards.

The role focuses on pipeline, renewals, and post-sale analytics while expanding automation and tooling. You will work with cross-functional partners to deliver reliable operational results, maintain models, and drive improvements in forecasting and

Qualifications

• Proven track record owning recurring reporting and operational deliverables.
• Advanced Excel skills with complex model maintenance.
• Hands-on Salesforce analytics, reporting, and dashboards.
• Strong analysis and ability to translate data into actionable findings.
• Ability to manage multiple priorities across cross-functional teams.
• Familiar with confidential financial/commercial data handling.

Responsibilities

• Owns recurring reporting across leads, opportunities, pipeline, renewals, and revenue recognition.
• Maintains financial models including commissions, forecast inputs, and revenue bridges.
• Supports weekly pipeline forecast with data prep and deal-tracking.
• Manages Salesforce data hygiene, dashboards, and basic automation.
• Builds reports for Sales/Marketing and analyzes trends to grow revenue.
• Develops post-sale analytics with renewal, expansion, and net revenue retention.
• Evaluates tools and vendors, leads implementation and end-user enablement.
• Documents SOPs to ensure repeatable workflows across the team.
• Supports territory/quota maintenance, deal desk, and commission plans.
• Explores AI-driven improvements to reduce manual effort.

Skills

Recurring reporting

Advanced Excel

Salesforce experience

Analytical skills

Cross-functional collaboration

Data storytelling

Education

Bachelor's degree in business/finance/analytics

Tools

Power BI

Tableau

Looker

Power Automate

Python

Salesforce

Job description

Job Summary

The Revenue Operations Analyst owns the systems, reporting, and financial analysis that connect sales pipeline to recognized revenue across the full revenue lifecycle. This role keeps the commercial engine running day\-to\-day, from new business pipeline through renewals and expansion, and partners with Sales and Marketing to surface the trends that grow revenue and protect retention. The analyst executes within frameworks established by commercial leadership while proactively identifying opportunities to evaluate tools, automation, and reporting design.

About This Role

The Revenue Operations Analyst owns the systems, reporting, and financial analysis that connect sales pipeline to recognized revenue across the full revenue lifecycle. This role keeps the commercial engine running day\-to\-day, from new business pipeline through renewals and expansion, and partners with Sales and Marketing to surface the trends that grow revenue and protect retention. The analyst executes within frameworks established by commercial leadership while proactively identifying opportunities to evaluate tools, automation, and reporting design.

This is a foundational hire, initially focused on building new business pipeline and revenue recognition, with the opportunity to expand into broader post\-sale analytics, including renewals, expansion, and net revenue retention over time. Success is measured first by reliable operational delivery, and second by the quality and initiative of self\-directed improvements.

Schedule:

To be determined by department; additional hours may be required as needed.

Essential Duties And Responsibilities

• Owns recurring reporting across leads, opportunities, pipeline, renewals, and revenue recognition, ensuring accuracy and on-time delivery.
• Maintains financial models including commission calculations, forecast inputs, and bookings-to-revenue bridges without compromising the integrity of existing logic.
• Supports the weekly pipeline forecast process, including data preparation, deal movement tracking, and conversion of pipeline changes into revenue impact.
• Owns Salesforce data hygiene, including field maintenance, dashboard upkeep, data quality monitoring, and basic automation (formula fields).
• Builds reporting and dashboards for Sales and Marketing, and analyzes trends to identify opportunities to grow revenue and improve retention.
• Develops post\-sale analytics over time, including renewal, expansion, and net revenue retention reporting in partnership with the Strategic Accounts team.
• Researches, evaluates, and recommends tools and vendors, and manages implementation, rollout, and end-user enablement.
• Documents processes and maintains standard operating procedures so commercial workflows are repeatable and not dependent on any single person.
• Supports sales operations mechanics including territory and quota maintenance, deal desk support, and commission plan execution.
• Identifies and prototypes automation and AI-driven improvements to reduce manual effort across the commercial organization.
• Performs additional duties and assume additional responsibilities as identified by manager for the efficient operation of WorkCare.

Education and Experience

• Bachelor's degree in business, finance, analytics, or related field.
• 2-4 years’ experience in revenue operations, sales operations, data analytics, financial analytics, or commercial analytics.

Skills And Competencies (Required)

• Demonstrated reliability owning recurring reporting and operational deliverables, with strong attention to accuracy and deadlines.
• Advanced Excel skills, including the ability to maintain complex models without breaking existing logic.
• Hands-on Salesforce experience, including report and dashboard building, data quality management, and comfort with administrative tasks.
• Strong analytical skills with the ability to translate data into clear, actionable findings.
• Ability to manage multiple priorities and work effectively across Sales, Marketing, Client Success, and Finance stakeholders.
• Sound judgment in handling confidential financial and commercial data.
• Strong written and verbal communication skills, including the ability to present findings to a variety of audiences.

Skills And Competencies (Preferred)

• Experience building reporting in a BI tool such as Power BI, Tableau, or Looker, beyond native CRM reporting.
• Experience running at least one tool or vendor selection from evaluation through rollout.
• A track record of building something useful that was not assigned, such as a dashboard, automation, or model created to close a gap the analyst noticed independently.
• Familiarity with AI and automation tooling, ideally demonstrated through self-directed projects rather than coursework alone.
• Exposure to revenue recognition concepts or finance systems (for example Sage Intacct or similar).
• Exposure to post-sale metrics such as renewal rates, expansion, and net revenue retention.
• Experience with automation platforms (for example Power Automate) or scripting (for example Python).

Computer Skills

• Proficiency in Microsoft Office Suite, with advanced Excel and strong PowerPoint.
• CRM experience required; Salesforce strongly preferred.
• BI tooling (Power BI, Tableau, or Looker) preferred.
• Ability to learn new software and platforms quickly as the commercial tech stack evolves.

Physical Demands

• Requires sitting for long periods of time, working at a desk.
• Some bending and stretching could be required.
• Working under stress and use of computer/phone required.
• Manual dexterity required for use of computer keyboard and mouse.
• Occasionally may be required to stand, walk, stoop, kneel and/or crouch.
• May occasionally lift and/or move up to 15 pounds.

Work Environment

• Work Environment must be free from background noise and distraction.
• At home set up must meet all Company IT, privacy, and safety requirements.

This position has a salary range of $75,000\-$80,000. Final compensation for this position depends on factors such as job-related knowledge, skills, experience, and qualifications.

Benefits for this position include paid time off; medical, dental, vision, and critical illness insurance; HSA, HRA, and FSA; life and disability insurance; EAP; 401K; legal and identity theft coverage; pet insurance and more.

• The preceding statements describe the general job responsibilities and individual’s qualifications inherent to this position. These are not intended to be construed as exhaustive lists. To perform this job successfully, the individual must be able to perform each essential function satisfactorily, accurately, and safely. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of their jobs. This job description may be reevaluated and/or modified at any time without notice.*
• Every qualified individual has the same opportunity for recruitment, hire, training, transfer, promotion, compensation, benefits, employee activities, and general treatment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other classification protected by applicable local, state, or federal law.*