Revenue Operations Analyst: Forecasting & Insights

RevOps Report; San Francisco (CA); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Volunteer days

Birthday PTO

Wellness days

Maternity/paternity support

Job summary

Planful is hiring a Sales Ops Analyst to become the analytical engine behind our GTM organization. You will transform raw sales, pipeline, and revenue data into trusted insights for leadership decision-making, partnering with the Business Systems team to focus on analytics, reporting, and forecasting rather than system admin.

This high-visibility role requires accuracy, storytelling with data, and the ability to translate complex operational reality into actionable recommendations for executive

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 (sales leaders, AEs, or revenue teams).
• Proficiency in reporting and forecasting with CRM/data tooling (Salesforce, Clari).
• Experience building presentations and reports for executives and senior leadership.
• Strong hands-on skills in BI/visualization tools (Power BI, Tableau) and advanced Excel/Sheets.

Responsibilities

• Analyze pipeline velocity, conversion rates, and stage progression to identify bottlenecks and improve funnel health.
• Analyze RSM/AE productivity, territory performance, and time-to-close for capacity planning.
• Provide analytical support for weekly/monthly forecasting and annual planning cycles with forecast models and data sets.
• Analyze expansion/retention metrics to support account management and renewals teams.
• Translate quantitative analysis into clear, actionable insights for executive audiences.
• Support pricing analysis, discounting visibility, and pricing profitability improvements.
• Collaborate with Business Systems, Marketing Ops, Customer Success Ops, and IT to ensure data alignment.

Skills

Revenue operations

B2B SaaS familiarity

Clari & Salesforce

Executive presentations

BI/Visualization tools

Advanced Excel/Google Sheets

Cross-functional collaboration

Data storytelling

Tools

Power BI

Tableau

Salesforce

Gong

Job description

Planful is hiring a Sales Ops Analyst to become the analytical engine behind our GTM organization. You will transform raw sales, pipeline, and revenue data into trusted insights for leadership decision-making, partnering with the Business Systems team to focus on analytics, reporting, and forecasting rather than system admin.

This high-visibility role requires accuracy, storytelling with data, and the ability to translate complex operational reality into actionable recommendations for executive