Revenue Operations Insights Specialist

Job Details

Description

This position is focused on producing high-quality recurring reporting, supporting business reviews, and performing targeted analysis to help GTM leaders understand performance and trends.

Success in this role requires a solid understanding of GTM metrics, comfort working in CRM systems (Salesforce, HubSpot, etc.), and the ability to turn data into clear, usable insights for business stakeholders.

Key Responsibilities

• Produce and maintain recurring GTM reports covering pipeline, bookings, renewals, and rep performance
• Build, maintain, and enhance CRM dashboards and scorecards used in weekly and monthly business rhythms
• Partner with the Senior Analyst, Revenue Operations to support quarterly business reviews and planning activities
• Perform ad hoc analysis to identify trends, risks, and areas for GTM operational improvement
• Translate data into clear charts, summaries, and written insights for cross-functional stakeholders
• Support quarterly and annual planning by preparing historical performance views and baseline analyses
• Ensure data accuracy, metric consistency, and clear documentation across GTM reporting
• Assist with preparation of executive-ready reporting by validating data and aligning definitions
• Collaborate with RevOps, Finance, Marketing Ops, Business Intelligence, and Enablement teams to align metrics and reporting needs
• Contribute to improving reporting scalability through better processes, templates, and automation
  
  

Requirements

• 3–6 years of experience in revenue operations, sales operations, business operations, or analytics roles
• Working knowledge of SaaS or B2B GTM performance metrics (pipeline, bookings, forecast, renewals)
• Strong proficiency in Excel; experience building repeatable reports and dashboards
• Experience working with CRM systems (Salesforce, HubSpot, etc.) with an understanding of reporting and underlying data structures
• Ability to synthesize data into clear, concise insights for business partners
• Strong attention to detail and interest in data accuracy and consistency
• Solid communication skills and comfort working cross-functionally
• Bachelor’s degree in Business, Finance, Economics, Data, or equivalent work experience