Senior Analyst, Revenue Strategy & Insights

Summary

Join PandaDoc as a Revenue Strategy & Insights Manager and support data-informed decision-making to optimize go-to-market performance across Sales, Marketing, and Customer Success. Analyze key revenue metrics, streamline reporting, and build robust revenue reporting and dashboards. Collaborate with various teams to ensure alignment with company goals, drive analytics projects, and create accurate revenue forecasts. Your work will directly contribute to PandaDoc’s revenue strategy, enabling informed decisions and achieving growth objectives. This hands-on role requires strong analytical skills, excellent communication, and proficiency in data visualization tools. The ideal candidate will have 3+ years of experience in a related field within a high-growth SaaS company.

Requirements

• 3+ years of experience in Revenue Operations, FP&A, Finance, Strategy, or a related role, in a high-growth SaaS or subscription-based company; compensation experience is a plus
• Solutions-oriented professional with a proven track record of analyzing complex data sets and delivering actionable insights to senior leadership
• Excellent communication and presentation skills, with the ability to translate elaborate data or processes into clear, concise insights
• Highly organized and detail-oriented, capable of managing multiple projects in a fast-paced environment
• Advanced Excel and high proficiency in data visualization tools (e.g., Tableau, PowerBI)
• Thorough understanding of Salesforce workflows and reporting
• Strong SQL or similar query languages; enjoys automating comprehensive tasks

Responsibilities

• Collaborate with Sales, Marketing, Customer Success, Finance, and Product leadership to provide compelling, comprehensive insights that drive strategic decisions
• Be an expert in revenue performance metrics and support critical decision-making by analyzing and presenting key trends (e.g., ARR, NDR, churn, pipeline health, CAC, etc.) with a clear narrative/perspective
• Partner with the Finance team to manage and improve the compensation and capacity planning process and insights
• Develop and maintain comprehensive dashboards and reports to provide real-time visibility into revenue performance
• Standardize reporting and analysis processes to ensure consistency across revenue teams
• Identify gaps in current processes and recommend improvements to enhance efficiency and scalability

Benefits

• Employees may be able to purchase company stock (or receive annual bonuses)
• Employees (and their families) may enroll in the company's medical, dental, vision, short & long-term disability, life insurance, FSA and 401k plans
• Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 10 company-paid holidays off per year