Senior Revenue Systems & Reporting Analyst

Summary

Join our Revenue Operations team as a self-driven Senior Revenue Systems & Reporting Analyst. This high-impact role is crucial for maintaining and improving our GTM systems and reporting infrastructure, supporting daily sales operations, and providing cross-functional insights into pipeline, bookings, churn, and revenue performance. You will be the primary Salesforce and CPQ administrator, responsible for system changes, configuration updates, and documentation. This role demands strong Salesforce/CPQ technical skills, a deep understanding of B2B SaaS GTM workflows, and excellent collaboration skills. You'll report to the CFO and work closely with Sales, Deal Desk, and Billing teams. The position offers high autonomy and the opportunity to significantly impact our revenue performance.

Requirements

• 5–7+ years of experience in Revenue Operations, Sales Systems, or Salesforce administration in a B2B SaaS environment
• Salesforce Admin Certification required; Salesforce App Builder or CPQ Specialist certification a plus
• Strong hands-on experience with Salesforce CPQ and Advanced Approvals
• Demonstrated experience supporting executive stakeholders and partnering cross-functionally
• Experience with GTM tool stack (e.g., ZoomInfo, Marketo, Zendesk, RingLead)
• Proven ability to work independently and take ownership of technical execution
• Strong analytical and reporting skills, including experience managing executive-facing dashboards and ARR reports
• Excellent verbal and written communication skills, with the ability to translate complex data into actionable insights

Responsibilities

• Act as the primary Salesforce and CPQ admin, executing system changes, implementing configuration updates, and maintaining documentation
• Own and evolve the Revenue Operations dashboard, surfacing key insights to Sales and Executive teams around pipeline, bookings, churn, and net ARR performance
• Lead the weekly Revenue Growth Call: prepare reports, visualize trends, and guide data-driven discussions with Sales and Finance leadership
• Build and maintain recurring and ad-hoc reports for the CFO and CRO, including ARR forecasts and performance summaries like those used in board and FP&A presentations
• Partner with our Senior Deal Desk Specialist to: Streamline quote processing and CPQ configurations, improve quote templates, DocuSign formatting, and sales order accuracy, and ensure end-to-end data consistency from quote to billing to revenue recognition
• Intake and triage GTM systems-related requests across the Sales, CS, and Finance orgs
• Identify and resolve Salesforce/CPQ issues and lead continuous improvement initiatives, including error reduction, automation, and documentation
• Support upcoming CPQ upgrade or system transition planning and implementation
• Maintain high standards of data integrity across all GTM systems

Preferred Qualifications

Exposure to backend development (e.g., Apex), workflow automation, or scripting for Salesforce configuration

Benefits

• Flexible PTO and paid holidays
• Comprehensive health, dental, and vision coverage
• 401(k)
• Equity grants
• Remote-first, collaborative work culture