Revenue Ops Analyst — BI, CRM & Forecasting

TestEquity LLC

Eatontown (NJ)

On-site

USD 85,000 - 120,000

Full time

2 days ago
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Job summary

TestEquity LLC in Eatontown, NJ is seeking a Revenue Operations Business Analyst to deliver analytics, reporting, and process support for the Sales organization and leadership. This role will own Power BI dashboards, CRM data governance, and cross-functional collaboration with Sales, Marketing, IT, and Finance to improve forecast accuracy, pricing insights, and contract management.

You will drive data-driven decisions, support revenue processes, and help optimize the CRM platform and reporting

Qualifications

  • Bachelor's degree in business, finance, analytics, information systems, or related field.
  • 2–4 years in revenue or sales operations, business analysis, or similar.
  • Experience with CRM platforms (Dynamics, Salesforce, HubSpot, Zoho).
  • Experience building dashboards/reports with Power BI or similar BI tools.

Responsibilities

  • Develop, maintain, and enhance Power BI dashboards and reports for pipeline, forecasting, pricing, and segmentation.
  • Analyze sales performance data and communicate insights to management.
  • Support forecasting, territory planning, quota development, and business reviews.
  • Serve as BI/CRM liaison between Sales, Marketing, Customer Service, and IT.

Skills

Excel
Analytical
Communication
Collaboration

Education

Bachelor's degree in Business Administration, Finance, Analytics, Information Systems, or related

Tools

Power BI
Dynamics
Salesforce
HubSpot
Zoho
SQL
DAX
Power Query
Power Automate

Job description

TestEquity LLC in Eatontown, NJ is seeking a Revenue Operations Business Analyst to deliver analytics, reporting, and process support for the Sales organization and leadership. This role will own Power BI dashboards, CRM data governance, and cross-functional collaboration with Sales, Marketing, IT, and Finance to improve forecast accuracy, pricing insights, and contract management.

You will drive data-driven decisions, support revenue processes, and help optimize the CRM platform and reporting

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