Senior Revenue Analyst

Summary

Join BambooHR as a Revenue Analyst and become a key player in our Revenue Operations organization. You will partner with sales leadership and cross-functional teams to provide data-driven insights that improve processes and drive profitability. Leverage your expertise in sales analytics, data visualization, and SQL/Python to build forecasts, analyze KPIs, and create compelling dashboards. Your work will directly influence strategic decisions and contribute to the growth of our go-to-market engine. This hybrid Utah-based position requires strong analytical skills, experience with SaaS sales funnels, and proficiency in Tableau and Salesforce. Background and credit checks are required for employment.

Requirements

• Have 5+ years of experience in prior strategic analytical roles, with at least a few years heavily focused on sales analytics (an understanding of the SaaS sales funnel and GTM strategy is very important)
• Know how to create SQL queries to retrieve and manipulate data
• Have used Python professionally and are skilled with several associated libraries
• Consider yourself a wizard in Tableau - you can whip up compelling and clear data visualizations and analytics with ease
• Be able to build things in Excel and call it fun!
• Understand how to get data from Salesforce.com to provide reporting and inform dashboard creation
• Bring confidence, understanding, and empathy to cross-functional partnerships and be comfortable working directly with senior leadership teams
• Be adept at influencing and collaborating with cross-functional teams to achieve successful outcomes, even when team members do not report directly to you
• Have a strong understanding of general business operations, and the ability to model those areas, while inserting the data and intelligence to make them better
• Be a strategic thinker with the ability to connect to the big picture while working in the sometimes ambiguous details
• Know how to compel action through storytelling based upon what the data is telling you, without being biased
• Be skilled in breaking down complex and ambiguous projects into clear, actionable steps and tasks

Responsibilities

• Partner closely with the Sales Leadership Team, providing in-depth analysis and actionable insights to improve processes and drive bottom-line results
• Partner cross-functionally with our data engineering, FP&A, and Product teams on sales analytics
• Build operational forecasts and run strategic funnel analysis - highlighting the sales and marketing funnel to determine opportunities to improve efficiency and effectiveness (ensuring the sales team has the pipeline needed to meet goals and achieve the needed conversion rates)
• Analyze the KPIs and unit economics of our sales model to identify risks/opportunities to focus on for improvement
• Analyze trends and variances across sales segments, product categories, pipelines, etc
• Leverage data to tell a story and present it through data visualizations in compelling dashboards and reports
• Build and own the data sets that sales leaders and teams use to actively manage their businesses
• Meet with stakeholders to scope future projects and manage expectations on timelines
• Function as an integration point between data and financial teams to help set expectations on capabilities, projects, and initiatives. Ensure compliance to revenue recognition standards
• Assist in preparing recurring reports, such as Monthly Business Reviews, forecast meetings, leadership summaries, etc
• Function as the expert on data for the revenue organization, including data architecture for systems of record and data consumption systems
• Operate as the “source of truth” for data and insights

Preferred Qualifications

• Have Analyst experience in the SaaS industry
• Have SQL/data warehouse experience!
• Have experience working within our core Revenue analytics tech stack: Tableau, Salesforce, Snowflake
• Have exposure to and a general understanding of other dependent systems of record, such as: Marketo, LeanData, SalesLoft/Outreach, CaptivateIQ, Adaptive, Netsuite
• Enjoy creating structure in fast-paced, quickly-changing environments
• Thrive working independently, thinking critically, and proactively driving strategic work
• Have a degree in Finance, Business Analytics, Business Intelligence/BI, Data Science, or a related field

Benefits

• 4 weeks paid time off, 11 paid holidays, and we pay you to go on vacation
• Medical with HSA and FSA options, dental, and vision
• 401(k) with a generous company match, access to a personal financial planner, and both legal and life insurance
• We pay for a one year subscription to Financial Peace University and you walk away with financial savvy and a bonus
• Get paid to give your time to the community
• We can help cover some educational expenses
• Flexible Work Models . In-office, work-from-home, or hybrid, depending on position and location