Revenue Operations Analyst — Power BI & CRM Enablement

TestEquity LLC; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

TestEquity LLC is seeking a Revenue Operations Business Analyst to provide analytical, reporting, and process support across Sales and executive leadership. The role ensures data accuracy, delivers actionable insights, and optimizes CRM and sales processes.

You will collaborate with Sales, Marketing, Customer Service, and IT to drive BI initiatives, data governance, and process improvements, while supporting forecasting and performance reviews.

Qualifications

• Bachelor's degree in business administration, Finance, Analytics, Information Systems, or related field.
• Two to four years of revenue operations, sales operations, business analysis, or similar analytical functions.
• Experience with CRM platforms such as Dynamics, Salesforce, HubSpot or Zoho.
• Experience building dashboards and reports using Power BI or similar BI tools.
• Advanced proficiency in Microsoft Excel, including pivot tables and data modeling.
• Excellent written and verbal communication skills.

Responsibilities

• Develop, maintain, and enhance Power BI dashboards and reports for pipeline management and forecasting.
• Analyze sales performance data to identify trends, risks, and opportunities.
• Support forecasting, territory planning, quota development, and business reviews.
• Respond to ad hoc data requests from stakeholders.
• Serve as a business analyst for the CRM system, including requirements gathering and UAT.
• Monitor CRM data quality and maintain contract data accuracy in Legisway.
• Collaborate with IT and data teams to support CRM/ERP integrations.
• Document current-state sales processes and drive workflow improvements.
• Create training materials and promote CRM adoption.

Skills

Analytical thinking

Communication

Stakeholder collaboration

Multi-tasking

Education

Bachelor's degree in business administration, Finance, Analytics, Information Systems, or related discipline

Tools

Power BI

CRM platforms (Dynamics, Salesforce)

SQL

Power Query

DAX

Power Automate

Job description

TestEquity LLC is seeking a Revenue Operations Business Analyst to provide analytical, reporting, and process support across Sales and executive leadership. The role ensures data accuracy, delivers actionable insights, and optimizes CRM and sales processes.

You will collaborate with Sales, Marketing, Customer Service, and IT to drive BI initiatives, data governance, and process improvements, while supporting forecasting and performance reviews.