Job Profile Summary: The Revenue Operations Analyst is responsible for delivering data-driven insights that support strategic decision-making across the revenue organization. This role analyzes marketing and sales data to identify trends, measure performance, and provide actionable recommendations that improve revenue outcomes.
The Revenue Operations Analyst develops and maintains Salesforce reports and dashboards, extracts and analyzes data from multiple systems, and partners with cross-functional teams to ensure data accuracy and visibility into key performance metrics. By translating complex data into clear insights, this role enables leadership to better understand pipeline health, forecast performance, and revenue trends.
The ideal candidate is highly analytical, collaborative and comfortable working in a fast-paced environment where priorities evolve quickly. They possess strong business acumen, hands-on Salesforce experience and excel at turning complex data into actionable insights. Experience with marketing data analysis, including MQLs, SQLs, funnel metrics and campaign performance is a strong plus.
Duties & Responsibilities
Extract, analyze, and interpret data from Salesforce and other revenue systems to provide actionable insights that support strategic business decisions.
Develop, maintain, and optimize Salesforce reports and dashboards to provide visibility into key revenue metrics such as pipeline, bookings, forecast, conversion rates, and sales performance.
Monitor pipeline health and sales performance trends, identifying risks and opportunities and providing recommendations to sales leadership.
Support forecasting processes by analyzing pipeline data, historical trends, and sales activity to improve forecast accuracy.
Partner with Sales, Marketing, Customer Success, Finance, and other cross-functional teams to define reporting requirements and ensure alignment on key performance metrics.
Ensure data accuracy and integrity across Salesforce and related reporting systems by identifying inconsistencies, performing data audits, and recommending process improvements.
Translate complex data and analytics into clear insights and presentations that can be easily understood by business stakeholders.
Identify trends, patterns, and performance drivers within revenue data to support strategic planning and operational improvements.
Assist with the development and documentation of revenue operations processes, reporting standards, and data definitions.
Support ad hoc reporting and analytical requests from sales leadership and executive stakeholders.
Continuously evaluate and improve reporting capabilities, automation opportunities, and analytics tools to enhance the effectiveness of the revenue organization.
Other duties as assigned by manager
Minimum Knowledge, Skills and Abilities Required:
Experience:
Bachelor's degree in a related area or equivalent experience
Requires 5+ years of related experience
Strong operating experience with a proven ability to support and improve day-to-day business performance
Exposure to Salesforce is a must, including proficiency in extracting and analyzing sales, marketing and financial data
Experience building, customizing, and maintaining reports and dashboards within Salesforce is required
Experience with marketing funnel metrics (MQL, SQL, SAL, etc.) and data analysis.
Excellent communication, problem‑solving, and documentation skills
Computer/Technical:
Advanced in CRM management to monitor sales performance and ensure data accuracy; Salesforce proficiency required (reports, dashboards, data analysis)
Advanced in Microsoft Excel (pivot tables, VLOOKUP, formulas, charts, and data modeling)
Advanced of B2B sales processes and sales cycle management
Advanced in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Other Skills:
Ability to work independently and handle multiple priorities and deadlines simultaneously
Excellent written and verbal communication, organization, and follow-up skills
Strong relationship-building skills and ability to work both individually and as a team member
Proven ability to manage large projects with exceptional project management skills
Ability to work effectively within a fast-paced, deadline-driven environment
Strong problem-solving and analytical skills with the ability to manage detailed and sometimes ambiguous information
Skilled at interacting with employees at all levels within the organization
#LI-AM1 #momentivesoftware
Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.
Medical, Dental & Optical Benefits including Dependents
Flexible Planned Paid Time Off and Sick Leave
Inclusive and Welcoming Environment
Purpose-Driven Culture
Work-Life Balance
Passionate About Community Involvement
Company-Paid Life Insurance Coverage
Hybrid Work Arrangement
Hazard Pay
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the Philippines (without sponsorship), and to complete the required employment eligibility verification form upon hire.
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