Revenue & Operations Data Specialist

Paypal Holdings; Atlanta (GA); On-site; USD 6,234 - 10,390; Full time

Job summary

Whatfix is seeking a stellar Process Specialist to join our Global Consulting and Shared Services team in Bengaluru, India. You will liaise across Revenue Recognition and Reporting, drive data governance, and fulfill diverse reporting needs while pushing CS/PS operational initiatives.

Ideal candidates have 5–8 years in operations, SaaS exposure, strong Excel/Google Sheets skills, Salesforce knowledge, and familiarity with Looker or Tableau.

Qualifications

• True passion to explore numbers, data.
• Having 5-8 years experience in an operations-based role.
• SaaS experience preferred.
• Excellent and fast-paced with Excel & Google Sheet calculations.
• Working knowledge of Salesforce.
• Good to have understanding of reporting tools (like Looker/Tableau).
• Excellent with large sets of data and quick automations.
• Strong cross-collaboration skills.
• Willingness to align with the US time zone (3:00 PM to 12:00 PM IST).

Responsibilities

• Liaising with our Customer Success, Professional Services, Finance Sales Ops, and Deals Desk on Revenue Recognition and Reconciliations.
• Data governance – ensuring data accuracy, identifying and solving for data mismatches.
• Fulfilling varied reporting requirements across different stakeholders.
• Contributing to CS operational initiatives with a quick turnaround.
• Driving the Org NPS surveys every quarter, deriving and sharing key insights/metrics with all stakeholders.
• Driving operational and process efficiency within Customer Success and Professional Services teams.

Skills

Data analysis

Operational experience

Excel

Google Sheets

Salesforce

Looker

Tableau

Data automation

Cross-functional

Time-zone alignment

Job description

Whatfix is seeking a stellar Process Specialist to join our Global Consulting and Shared Services team in Bengaluru, India. You will liaise across Revenue Recognition and Reporting, drive data governance, and fulfill diverse reporting needs while pushing CS/PS operational initiatives.

Ideal candidates have 5–8 years in operations, SaaS exposure, strong Excel/Google Sheets skills, Salesforce knowledge, and familiarity with Looker or Tableau.