Sales and Revenue Operations Data Analyst

About the position The Sales & Revenue Operations Data Analyst is responsible for analyzing sales, marketing, customer, and account data to drive revenue performance, forecasting accuracy, and pipeline visibility across the organization. This role owns data integrity and supports reporting across CRM (including Salesforce and HubSpot) and other technology platforms (Zend Desk, Pendo, etc.) ensuring consistent, reliable metrics and scalable processes. Partnering closely with Sales, Marketing, Account Management, Operations, Customer Success, and Finance, the analyst delivers actionable insights that improve operational efficiency, support retention and renewals, insight into expansion and growth opportunities, strengthen client engagement through client health scoring, and enable predictable, data-driven growth. The ideal candidate is a data-driven, systems-oriented professional with deep expertise in CRM and revenue technology platforms (Salesforce, HubSpot, Zend Desk, etc.). Collaborative and works cross-functionally to ensure data integrity, improve forecasting accuracy, and optimize pipeline and retention performance. Is analytical, detail-oriented, and commercially minded, and able to translate sales, marketing and operational data into actionable insights.

Responsibilities

• Combine analytical depth, process discipline, and commercial acumen to drive scalable revenue growth by understanding the full go-to-market (GTM) engine - from lead generation through renewal, expansion and client engagement - and ensures alignment across Sales, Marketing, Operations, and Finance.
• Understand revenue as an interconnected lifecycle (acquisition ? conversion ? retention ? expansion) and analyze performance across each stage to drive predictable growth.
• Design and optimize processes, systems, and reporting infrastructure to improve scalability, efficiency, and sales forecasting accuracy.
• Prepare and deliver executive-ready reports, dashboards, and analyses that highlight pipeline health, revenue trends, retention performance, and growth opportunities.
• Provide accurate sales and retention forecasting, ensuring strong pipeline visibility and performance transparency.
• Monitor client health and risk indicators to proactively identify churn risks and expansion opportunities.
• Build and maintain forecasting models, cohort analyses, and performance dashboards to support data-driven decision-making.
• Apply deep knowledge of SaaS metrics (ARR, MRR, CAC, LTV, churn, NRR, pipeline coverage, revenue velocity) to inform strategic recommendations.
• Own CRM governance and data integrity across Salesforce, HubSpot, and integrated GTM systems, establishing standards for definitions, KPIs, and reporting consistency.
• Understand and manage integrations across the sales, marketing and operations tech stacks (marketing automation, engagement platforms, analytics tools) to ensure accurate data flow and process alignment.
• Partner cross-functionally with Sales, Marketing, Finance, Operations, Product, and executive leadership to deliver integrated insights and improve quota attainment, retention, and overall revenue performance.
• Identify funnel bottlenecks, automate manual reporting workflows, document processes, and incorporate market and competitive insights to continuously strengthen marketing, sales, and client engagement strategies.
• Balance short-term operational execution with long-term revenue architecture and continuous improvement initiatives.

Requirements

• 2+ years of experience in sales analytics, revenue operations, or business analytics in a Tech/SaaS environment.
• Experience managing CRM governance and cross-functional reporting frameworks.
• Strong expertise with Salesforce and HubSpot data management and reporting.
• Advanced Excel skills and experience with BI tools (Power BI, Tableau, etc).
• Strong communication, attention to detail, and ability to collaborate cross functionally
• Strong knowledge of enterprise sales cycles, consultative selling, and healthcare industry dynamics.
• Understands sales motions (enterprise, mid-market, SMB), account management, renewals, and expansion dynamics.
• Ability to multitask and juggle several responsibilities simultaneously
• Excellent communication and problem-solving skills
• Ability to learn new software quickly
• Love of making an impact and thriving in collaborative and energetic teams

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