Lead Revenue Operations Systems & Insights Analyst

Role Description

We are seeking a highly technical and experienced Lead Revenue Operations Systems & Insights Analyst to join our Revenue Operations team. This role is critical for transforming raw revenue data into actionable insights, leveraging expertise in RevOps data structures (Snowflake, DBT, SQL), AI-driven analytics, and reporting (Tableau). The ideal candidate must have significant experience within a SaaS environment and deep knowledge of RevOps processes and systems. You will bridge the gap between business strategy and data infrastructure, ensuring our RevOps systems—such as Salesforce, Clari, Outreach, Gong and Chorus—are optimized for data quality, reporting, and predictive modeling in Snowflake, DBT and Tableau.

What You'll Do:

• Design, build, and maintain robust data structures (data marts and star schemas) specifically for RevOps metrics and performance reporting.
• Serve as the data expert lead for critical RevOps systems including Salesforce, Clari, Outreach, Gong and Chorus, ensuring data extraction is clean, accurate, and optimized for analysis.
• Develop, optimize, and maintain complex SQL queries and data logic using DBT on Snowflake to support RevOps reporting.
• Design, create and manage advanced Tableau dashboards and reports to visualize key revenue performance indicators and support strategic decision-making.
• Apply advanced analytical techniques, including AI/ML concepts, to enhance forecasting, segmentation, and process optimization within the revenue funnel.
• Collaborate closely with Sales, Marketing, Finance, and IT to translate business requirements into technical data solutions.
• Ensure the integrity, reliability, and accuracy of revenue data across all integrated RevOps platforms.
• Document data flows, business logic, and maintain high standards through peer review of data transformation code.
• Troubleshoot data discrepancies and resolve systemic data quality issues within RevOps systems.

Qualifications

• Minimum of 8 years of professional experience, with significant time spent in a Revenue Operations, Sales Operations, or Business Intelligence role within a SaaS company.
• Deep expertise and working knowledge of key RevOps platforms and their data models, including Salesforce (required), Revenue Intelligence, Clari, Outreach, Gong and/or Chorus.
• Expertise in RevOps data tools, including DBT, Snowflake, and advanced SQL.
• Strong background in structuring and organizing RevOps data (e.g., star schemas, data marts) for business metrics and KPIs.
• Demonstrated proficiency in creating high-impact visualizations and reports using Tableau.
• Proven ability to translate complex revenue strategies and business processes into scalable, reliable data solutions.
• Excellent communication skills, with a proven ability to partner effectively with both technical (Data Engineering/IT) and non-technical (Sales/Marketing) stakeholders.
• Bachelor’s degree in a quantitative field (e.g., Finance, Economics, Business Analytics, or Computer Science).
• Experience applying AI/ML concepts or predictive analytics to revenue forecasting or pipeline optimization.
• Experience with BI tools (e.g., Power BI, Tableau, Salesforce Rev Intelligence).
• Experience governing data quality and implementing business rule changes across RevOps system integrations.
• Understanding of agile methodologies.

Requirements

• $104,000 - $145,333 a year. The successful candidate’s starting salary will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location.

Benefits

• Global Wellness Days: Enjoy two designated, company-wide paid wellness days off each year.
• Birthday Time-Off: Coupa provides a paid day off on your birthday or another day of your choice within your birthday month.
• Volunteer Time Off (VTO): We offer 40 hours of paid VTO annually to support community initiatives and volunteer programs.
• Employee Assistance Program (EAP): Access free, confidential, 24/7/365 counseling and resources for emotional support.
• Business Travel Protection: Zurich Travel Assist provides medical, safety, pre-trip planning, and emergency support during business travel.
• Referral Bonus Program: Receive generous monetary referral bonuses when you successfully refer talented friends or acquaintances.
• Highly competitive, location-specific benefits packages tailored to your primary work location.