Specialist - Revenue Operations and Analysis
Core
Supports the Sales organization by delivering high-quality revenue forecasts, analytics, performance reporting, and developing sales quotas and compensation programs.
Role type
Specialist, Revenue Operations and Analysis
Builds
Revenue forecasts, sales performance reports, dashboards, and compensation/incentive plans
Domain
Financial Services / Sales Operations
Deliverable
dashboards & analysis
Required skills
Revenue operations expertise, Sales strategy development, Business planning, Financial analysis, Salesforce.com proficiency, Microsoft Excel (Macros, Advanced Formulas, Pivots), Executive presentation skills, Strategic planning
Preferred skills
MBA, Marketing concepts knowledge, Account allocation experience, Territory realignment experience
Technologies
Salesforce.com, Microsoft Excel
Responsibilities
Deliver weekly, monthly, and annual forecasting and sales performance reports; Optimize sales forecasting to inform management decisions; Track key sales performance indicators to identify trends; Support the development of sales quotas, compensation programs, and incentive plans; Establish best practices for opportunity and account management in Salesforce; Collaborate on account planning and territory realignment; Prepare executive-ready presentations.
Seniority
Specialist, individual contributor
