Senior Analyst, Revenue Operations
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Job Description
Senior Analyst at Mercer Advisors enhancing revenue strategy with analytics, dashboards, and operational support. Collaborating across Sales, Marketing, and Client Service for strategic growth.
Responsibilities:
- Develop and maintain dashboards, reports, and forecasting models to support revenue planning and operational decision‑making.
- Analyze key revenue metrics (conversion rates, pipeline velocity, funnel performance, forecast accuracy) to identify trends and root causes.
- Surface actionable insights that improve sales productivity and operational efficiency across the revenue organization.
- Improve revenue processes including lead‑to‑client conversion, pipeline hygiene, territory alignment, and handoff between Marketing, Sales, and Client Service.
- Evaluate and implement tools, workflows, and automation to streamline operations and enhance data quality.
- Support business performance reviews by delivering structured insights and standardized reporting packages.
- Partner with Sales, Marketing, Finance, and Client Service to unify revenue data, align KPIs, and support strategic planning initiatives.
- Collaborate with Finance to support operational alignment on forecasting, compensation modeling, and strategic business initiatives.
- Engage with Marketing to evaluate campaign performance and support attribution analysis across the full funnel.
- Maintain data integrity across CRM and BI systems; identify and resolve data inconsistencies to ensure high‑quality reporting.
- Define and document standard KPIs, reporting frameworks, and data dictionaries used across the revenue organization.
Requirements:
- 4–6+ years of experience in revenue operations, sales operations, business analytics, or related roles; SaaS or high‑growth environment experience preferred.
- Strong analytical skills with experience building dashboards and visualizations; proficiency with BI tools such as Tableau or Power BI.
- Advanced Excel/Google Sheets skills; experience with CRM systems (Salesforce preferred).
- Understanding of funnel analytics, forecasting methodologies, segmentation, and revenue performance metrics.
- Experience working with large datasets and performing root‑cause analysis to identify revenue leakage or performance gaps.
- Strong written, verbal, and data‑storytelling communication—able to present insights to senior leadership clearly and concisely.
- High degree of attention to detail, accuracy, and ability to manage multiple priorities in a fast‑paced environment.
- Bachelor’s degree in Business, Finance, Economics, Analytics, or related field.
Benefits:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
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