Revenue Ops Data Analyst – Dashboards & Insights

Envestnet; Devon (PA); Hybrid; USD 71,000 - 89,000; Full time

Job summary

Envestnet is seeking a Revenue Operations Data Analyst to turn raw data into trusted, actionable insights that power reporting, campaigns, and decision-making across the revenue organization. This role sits at the intersection of reporting, data quality, and analysis, requiring meticulous attention to detail and the ability to work across multiple data sources.

You will own recurring reports, build dashboards, validate data, and generate campaign-ready lists, delivering fast-turn analysis to

Qualifications

• 2–4+ years of experience in revenue or sales operations, data analysis, or a comparable analytical role.
• Strong hands-on experience with Salesforce (reports, dashboards, data structure).
• Advanced Excel skills (complex formulas, pivot tables, data cleanup, outputs).
• Demonstrated ability to reconcile and validate data across multiple sources.
• Clear written and verbal communication; able to frame analysis for non-technical stakeholders.

Responsibilities

• Own the production and delivery of recurring reports (board, leadership, pipeline).
• Dashboard design & build: Create and maintain dashboards for go-to-market teams.
• Recurring report governance: Manage standard reports and retire outdated views.
• Stakeholder delivery: Distribute reports on defined cadences for each stakeholder.
• Validate and reconcile data across sources, ensuring trusted reporting.
• Transform raw data into campaign-ready lists for sales/marketing.
• Provide fast-turn, ad-hoc analysis and data pulls on demand.

Skills

Salesforce reports dashboards

Advanced Excel

Data validation

Attention to detail

Communication

Education

Bachelor's degree in quantitative/business

Tools

Tableau/Power BI/Looker

SQL

Job description

Envestnet is seeking a Revenue Operations Data Analyst to turn raw data into trusted, actionable insights that power reporting, campaigns, and decision-making across the revenue organization. This role sits at the intersection of reporting, data quality, and analysis, requiring meticulous attention to detail and the ability to work across multiple data sources.

You will own recurring reports, build dashboards, validate data, and generate campaign-ready lists, delivering fast-turn analysis to