Senior Analyst, Revenue Operations

Including Inclusion, LLC; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible working options

Unlimited PTO

Learning and development tools

Job summary

Curinos is seeking a Senior Analyst in Revenue Operations to join a high-visibility team in the United States. You will own reporting infrastructure and forecasting models to understand pipeline, performance, and trajectory, delivering meaningful impact from day one.

The role blends data, process, and storytelling as you wrangle large datasets, turning them into clear insights for senior leadership. Expect collaboration across finance, sales, and operations with a hybrid work model.

Qualifications

• 5+ years in a related analytical role.
• Proficient in advanced Excel (multi-sheet workbooks, VLOOKUP/INDEX-MATCH, IF statements, date functions, structured tables, charts).
• Hands-on familiarity with AI tools like ChatGPT/Claude and applying AI to accelerate data analysis and reporting.
• Familiarity with CRM platforms (Salesforce preferred) and CRM data exports.
• Strong attention to detail and systematic data quality approach.
• Ability to manage multiple reporting cycles (daily, weekly, monthly).
• Effective written communication for presenting data insights to non-technical stakeholders.

Responsibilities

• Build and maintain weekly sales pipeline reports tracking opportunities.
• Develop YTD performance summaries by rep, team, and product.
• Maintain rolling weekly outlook models comparing actuals vs quota by region/segment/rep.
• Integrate closed/won data with pipeline metrics for forecasts.
• Audit and clean CRM exports for reporting accuracy.
• Apply and maintain classification flags across large tables; fix formula errors.
• Produce meeting activity and coverage reports for senior leaders.
• Support weekly pipeline review decks by maintaining underlying Excel data models.

Skills

Excel advanced

AI literacy

CRM data exports

Data storytelling

Attention to detail

Tools

Salesforce

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Analyst, Revenue Operations

Full Time NY, US

Company Information

Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth.

Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to remote candidates based in the United States and able to travel as needed.

Job Description

Join a high-visibility Revenue Operations team where your analytical work directly shapes the commercial decisions of senior leadership. As a Business Analyst, you’ll own the reporting infrastructure and forecasting models that drive how the business understands its pipeline, performance, and trajectory — giving you meaningful impact from day one.

This role is ideal for someone who thrives at the intersection of data, process, and storytelling: someone who can wrangle complex, large-scale datasets and turn them into clear, actionable insights for the people running the business.

Responsibilities

• Build and maintain weekly sales pipeline reports tracking created, pushed, and stage-distributed opportunities
• Develop YTD performance summaries by rep, team, and product using structured Excel models
• Maintain rolling weekly outlook models comparing actuals vs quota across region, segment, and rep
• Integrate closed/won data with pipeline coverage metrics to produce current-quarter and full-year forecasts
• Audit and clean raw CRM exports (3,000–4,000 row datasets) for reporting accuracy
• Apply and maintain classification flags across large, structured tables; resolve formula errors and data mismatches
• Produce meeting activity and coverage reports for senior leaders
• Support weekly pipeline review decks by maintaining the underlying Excel data models

Desired Skills & Expertise

• 5+ years in a related analytical role
• Intermediate-to-advanced Excel proficiency (multi-sheet workbooks, VLOOKUP/INDEX-MATCH, IF statements, date functions, structured tables, charts)
• AI-literate with hands‑on familiarity with tools such as ChatGPT, Claude, or similar; able to apply AI to accelerate data analysis, reporting, and process improvement
• Familiarity with CRM platforms (Salesforce preferred) and CRM data exports
• Strong attention to detail and systematic approach to data quality and formula auditing
• Ability to manage multiple reporting cycles simultaneously (daily, weekly, monthly)
• Effective written communication for presenting data insights to non‑technical stakeholders

Nice to Have

• SQL exposure
• Background in financial services, banking, or insurance

Why work at Curinos?

• Competitive benefits, including a range of financial, health, and lifestyle benefits to choose from
• Flexible working options, including home working, flexible hours, and part‑time options depending on role requirements
• Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday
• Learning and development tools to support your career growth
• Work with industry‑leading Subject Matter Experts and specialist products
• Regular social events and networking opportunities
• Collaborative, supportive culture, including an active DE&I program
• Employee Assistance Program providing expert third‑party advice on well‑being, relationships, legal, and financial matters, as well as access to counseling services

Inclusivity at Curinos

We believe strongly in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. Curinos is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics.