Revenue operations analyst

1 week ago


Denver, United States Creative Financial Staffing Full time


Role Overview:

  • Primary Focus: Partner with Finance and Sales to manage sales commissions, forecasting, KPIs, and renewals.
  • Key Functions:
    • Administer and improve global renewals process.
    • Forecast revenue trends and reduce customer churn.
    • Ensure accurate and timely billing and reporting.
    • Analyze revenue data to support financial strategy.
  • Location: Hybrid, based in Denver, CO.
  • Reports to: VP of Finance.


Key Responsibilities:

  • Revenue Management:
    • Ensure accurate entry of new and annual renewals in CRM.
    • Identify revenue leakage and forecast revenue renewal trends.
    • Collaborate with Sales and Customer Success for billing coordination.
    • Report on ACV, M&S, training, support, and retention metrics.
  • Data and Reporting:
    • Turn pipeline data into actionable insights and track sales productivity.
    • Generate monthly, quarterly, and annual revenue reports.
    • Assist in sales commission calculations and policy improvements.
  • Cross-Functional Collaboration:
    • Work with sales, marketing, and other teams on forecasting, renewals, and budgeting.
    • Ensure CRM data accuracy (HubSpot), and provide sales support.
  • System & Process Improvement:
    • Support the implementation of tools for billing, renewals, and reporting.
    • Develop process documentation and train end-users.
  • Ad-Hoc Financial Support: Conduct analyses to support business initiatives and deliver metrics and dashboards.


Qualifications:

  • Education: Bachelor's degree in Finance, Accounting, or related fields.
  • Experience:
    • 2+ years in sales operations or financial analysis (preferably in SaaS or tech environments).
    • Familiarity with CRM tools like HubSpot or Salesforce.
    • Knowledge of accounting principles and revenue recognition standards (ASC 606/IFRS 15).
  • Skills:
    • Strong analytical skills and proficiency in Excel.
    • Experience with analytics tools (Tableau/Power BI) is a plus.
    • Excellent communication and interpersonal abilities.

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