Senior Analyst/Manager – Revenue and Commercial Analytics

Universal Plant Services; Deer Park (TX); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health Savings Account

Short-term disability

Long-term disability (100% employer‑pA

Life insurance (100% employer‑paid)

401K match

Paid time off

Employee Assistance Program

Job summary

Universal Plant Services seeks a Senior Analyst/Manager – Revenue & Commercial Analytics to turn commercial activity into actionable insights. You will own pipeline tracking, forecasting, and KPI reporting across Sales, Operations, Marketing, and FP&A, driving data quality and consistency.

You will build repeatable Excel and Power BI reports, reconcile opportunities with quotes, POs, and jobs, and provide leadership with timely revenue visibility to guide decisions.

Qualifications

• 5-8+ years in Revenue Operations, Sales Operations, FP&A, Commercial Analytics, or related
• Experience supporting a complex B2B sales/service organization
• Proven experience building/maintaining commercial reporting, pipeline tracking, forecasting, KPI processes
• Strong ability to turn data into actionable insights for leadership
• Cross-functional collaboration across Sales, Operations, Finance, and IT

Responsibilities

• Lead the weekly pipeline review process and consolidate commercial forecasts with Ops and FP&A
• Develop dashboards and scorecards to reflect pipeline, bookings, revenue, and KPI trends
• Monitor CRM data quality and drive adoption with Sales leadership
• Translate sales activity into operational and financial reporting for leadership
• Improve visibility into timing and quality of future revenue and potential gaps
• Support market sizing and demand estimates using facility data and benchmarks
• Provide analytics to support incentive compensation calculations and performance reviews
• Collaborate with IT/Business Systems to enhance reporting tools and integrations

Skills

Excel

CRM data

Analytics

Visualization

Forecasting

Cross-functional

Education

Bachelor’s degree in Business or related field

MBA (preferred)

Tools

Power BI

Tableau

Salesforce

Job description

Universal Plant Services (UPS) is a leading provider of rotating and reciprocating equipment services for downstream energy facilities, midstream pipeline stations, and other industrial sites. Headquartered in Houston, Texas, UPS operates 14 locations across the United States, supporting mission-critical operations for a wide range of industrial clients. The company is known for its strong in-field execution, technical expertise, and industry-leading safety record. UPS delivers comprehensive support across nested maintenance, turnarounds and outages, and installations, helping customers maintain reliability and performance. Applicants can expect to join a team focused on operational excellence, safety, and long-term customer partnerships.

Position Overview

Reporting into FP&A Leadership, the Senior Analyst/Manager – Revenue & Commercial Analytics is a highly visible role responsible for helping Universal Plant Services turn commercial activity into clear, actionable business insight.

This position sits at the intersection of Sales, Operations, Marketing, and FP&A and is responsible for building the tracking, reporting, forecasting, and analytical processes that help leadership understand where revenue is coming from, where risks are developing, and where the organization should focus next.

The ideal candidate is highly analytical, intellectually curious, and exceptionally strong at organizing commercial data into meaningful performance measures. This person will own pipeline and revenue tracking, CRM data quality, forecasting and KPI reporting, proposal analytics, and commercial performance insights.

Success in this role means creating a reliable view of the business from opportunity through quote, purchase order, bookings, and ultimately revenue – giving leadership confidence in the numbers and serving as the analytical partner who helps teams make faster, better-informed decisions.

• Reconcile Salesforce opportunities with business-unit quote logs, purchase orders, and job records to identify duplicates, missing links, and timing differences.
• Build and maintain repeatable Excel and Power BI reporting that connects pipeline, authorized work, bookings, backlog and revenue.
• Track whether opportunities included in the beginning-of-period forecast converted, moved to a later period, or fell out of the forecast.
• Help standardize commercial information currently tracked through fragmented spreadsheets, quote logs, and other workflows.
• Lead the cross-functional investigation and resolution of discrepancies across commercial and financial reporting; identify root causes and establish repeatable controls to prevent double-counting, omissions, and inconsistent reporting.
• Own the tracking and reporting of pipeline, bookings, and expected revenue across business units.
• Measure how sales activity converts into opportunities, proposals, bookings, and revenue.
• Track the full commercial funnel from opportunity to quote to purchase order to bookings to revenue.
• Analyze conversion rates, pipeline movement, aging, probability, and timing to identify trends and potential revenue gaps.
• Establish consistent definitions for pipeline stages, forecast categories, probabilities, and commercial KPIs.
• Provide weekly reporting on pipeline movement, activity, conversion, and stalled opportunities.
• Improve visibility into the timing and quality of future revenue.

Forecasting & Performance Tracking

• Lead the weekly pipeline review process.
• Consolidate commercial forecasts with Operations and FP&A to improve revenue planning.
• Develop reporting that distinguishes between committed, probable, and longer-term revenue opportunities.
• Support monthly and quarterly bookings and revenue reviews for executive leadership and Board reporting.
• Develop and maintain dashboards and scorecards that provide a clear view of commercial performance.
• Track measures such as pipeline coverage, bookings, revenue outlook, opportunity conversion, quote conversion, win rate, sales activity, forecast accuracy, proposal cycle time, margin trends, and customer and market penetration.
• Analyze performance by salesperson, account, geography, business unit, service line, and end market.
• Translate data into concise insights, trends, and recommended actions for leadership.
• Support market sizing and maintenance-spending estimates using facility data, installed equipment, industry benchmarks, and other external sources, documenting key assumptions and limitations.
• Research into industrial end markets, including refining, chemicals, pipelines, and power generation to identify demand for UPS services
• Continuously improve reporting so teams spend less time compiling information and more time acting on it.

CRM Data Quality & Adoption

• Ensure CRM systems accurately reflect current opportunities, customer activity, expected timing, probability, and commercial outcomes.
• Monitor CRM completeness and accuracy and work with Sales leadership to improve adoption.
• Develop and maintain CRM reports and data-quality controls that support pipeline management, forecasting and commercial-performance reporting.
• Partner with IT and Business Systems to improve Tracking functionality, reporting, and integrations without creating unnecessary administrative burden for the field.
• Support Finance and Sales leadership in setting sales targets and quotas; lead the tracking and reporting of individual and team performance against those targets and other commercial KPIs and provide analytical support for incentive compensation calculations.
• Develop clear, auditable reporting that gives employees and leadership confidence in performance and compensation results.
• Provide visibility into performance versus plan and identify the actions required to close gaps.

Cross-Functional Partnership

• Serve as a key analytical partner connecting Sales, Operations, Finance / FP&A, Business Development, and Business Systems / IT.
• Translate sales and customer activity into operational and financial information the organization can act on.
• Help align commercial forecasts with operational capacity and financial expectations.
• Support the integration of acquired businesses into common commercial processes, reporting standards, and systems.

What We Are Looking For

• Someone who enjoys working with data but also understands that the purpose of analytics is to drive better decisions.
• Strongest candidates will be able to take large amounts of commercial information, organize it into a reliable operating view, identify what matters, and communicate those findings clearly to both field teams and senior leadership.

Required Experience

• 5-8+ years of experience in Revenue Operations, Sales Operations, Commercial Operations, FP&A, Business Analytics, or a related discipline.
• Experience supporting a complex B2B sales or service organization.
• Demonstrated experience building or managing commercial reporting, pipeline tracking, forecasting, and KPI processes.
• Experience working across Sales, Operations, Finance, and other business functions.
• Strong experience turning data into meaningful business insights and recommendations.

Required Skills

• Strong analytical and problem-solving skills.
• Advanced Excel and data analysis capabilities.
• Salesforce or other database/CRM reporting tools and data management.
• Business intelligence and visualization tools such as Power BI, Tableau, Salesforce reporting, or similar platforms.
• Process design and continuous improvement.
• Strong execution communication and presentation skills.
• Ability to organize complex information and create clear, repeatable reporting processes.
• Strong attention to detail and commitment to data accuracy.
• Ability to influence teams and drive adoption of new processes and tools.

Preferred Education & Experience

• Bachelor’s degree in Business Administration, Finance, Operations Management, Marketing, Analytics, or a related field.
• MBA or advanced business degree is a plus.
• Experience with industrial services, field services, energy, refining, petrochemical, power generation, or other complex project-based businesses is preferred.
• Experience developing forecasting models, KPI dashboards, sales analytics, or commercial operating rhythms is highly desirable.

This role operates in a highly collaborative and fast-moving environment and requires frequent interaction with leaders across Sales, Operations, Finance, Marketing, and Business Systems.

The Senior Analyst/Manager – Revenue & Commercial Analytics will balance strategic analysis with hands‑on execution. The role requires someone who is comfortable digging into the details of CRM data and reporting while also stepping back to explain what the information means for the business.

For someone who enjoys building structure, improving visibility, finding insights in data, and helping teams make better commercial decisions, this role offers the opportunity to have a significant impact on UPS’s continued growth.

Pay: $100K – $115K DOE

Benefits offered:

• Health Savings Account
• Short-term disability
• 100% employer paid Long-term Disability
• 100% employer paid life insurance
• 401K match
• Paid time off
• Employee Assistance Program

EEO Statement:

Universal Plant Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, citizenship status, protected veteran status, genetic information, or physical or mental disability.