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Business Analyst

2 months ago

Greenville, United States Virtual Full time

Business Analyst
 

Our Client (a dynamic company in the Revenue space) is seeking a Data/Business Analyst to join their team. This role offers an exciting opportunity for growth within the Revenue team. Reporting to the CFO, you’ll play a crucial role in data analysis, sales operations, and supporting the Revenue team.

Key Responsibilities & Skillsets:

  • General Business & Data Analyst Support:
    • Review and clean up contracts up for renewal, verifying against revenue ops billing.
    • Reconcile contract details in SFDC with other data sources, performing internal audit/research functions.
    • Analyze data, report on errors, outliers, and exceptions.
    • Gain a light understanding of revenue recognition to reconcile Deal Desk data with SFDC and other internal systems.
  • Salesforce Admin/Infrastructure Support (Nice-to-Have/Learning on the Job):
    • Implement and maintain information architecture (Objects, Fields, Page Layouts, Record Types, Automations).
    • Address change requirements from Sales, Legal, and other teams.
    • Handle changes to Salesforce CPQ based on packaging/pricing model updates.
    • Troubleshoot system integrations (HubSpot, ZoomInfo, etc.) and perform data cleansing.
    • Address Marketing needs for Leads, Contacts, Accounts, and HubSpot sync settings.

Qualifications:

  • 5+ years of business, operational financial, data analysis, reporting experience: Strong data-centric background.
  • Hands-on experience with SFDC and general sales operations: Interest in GTM finance models and Demand Generation.
  • Revenue recognition, reconciliation, and audit skills: Ability to analyze data and identify exceptions.
  • Curiosity about data and strong communication skills: Translate data into actionable insights.
  • Project management skills: Ability to align talent, plan, budget, and adapt to different team functionalities.
  • Experience with systems (SFDC, HubSpot, Salesly, Vidyard): Advanced Excel skills are essential.
  • SaaS or software industry experience: Familiarity with the tech landscape.