Senior Analyst Revenue Operations

$105,000 - $130,000/Yr

Parentsquare - Santa Barbara, CA

posted about 1 month ago

Full-time - Mid Level
Remote - Santa Barbara, CA
Telecommunications

About the position

As a Senior Analyst in Revenue Operations at ParentSquare, you will play a pivotal role in supporting the Revenue Operations Team by developing and delivering data-driven insights that influence critical business decisions. This position involves owning reporting and analytics processes for various departments, including Sales, Marketing, Customer Success, and Finance, to ensure actionable insights are readily available to drive performance and growth. You will collaborate with multiple teams, utilizing tools like HubSpot and Salesforce to measure and optimize initiatives, track ROI, and provide forecasts.

Responsibilities

  • Lead the design, implementation, and management of reporting and analytics processes across the Revenue Operations Team.
  • Develop and maintain dashboards and regular reports to track key metrics, including sales & marketing channel performance, sales funnel health, customer retention, and churn rates.
  • Ensure comprehensive ROI analysis of various initiatives across the business, providing actionable recommendations.
  • Collaborate with and serve as a thought partner to stakeholders in Revenue Operations, Sales, Finance, Marketing, Business Development, and Customer Success to ensure alignment on KPIs and metrics.
  • Leverage HubSpot and Salesforce data and integrate with other analytics platforms to ensure comprehensive reporting.
  • Work with SQL and other tools to query data, create ad-hoc reports, and dive deep into complex datasets to provide insights.
  • Support leadership with forecasting, trend analysis, and insights into performance vs. targets.
  • Continuously improve data processes, reporting accuracy, and timeliness to support business growth.
  • Provide guidance and mentorship to junior team members and stakeholders on best practices in data analysis and reporting.

Requirements

  • Bachelor's degree in Business, Finance, Data Analytics, or a related field.
  • 5+ years of experience in a reporting and analytics role, preferably in the software or technology sector.
  • Strong experience with HubSpot or Salesforce CRM and reporting, with the ability to leverage HubSpot data for insights preferred.
  • Proficiency in SQL for querying databases and generating reports preferred.
  • Experience working across Sales, Marketing, Customer Success, and Finance teams, with a solid understanding of how these functions intersect in Revenue Operations.
  • Proven ability to communicate insights clearly to both technical and non-technical stakeholders.
  • Experience with data visualization tools and other analytics platforms (e.g., Power BI, Tableau).
  • Strong analytical mindset with attention to detail and the ability to manage multiple projects in a fast-paced environment.
  • A proactive approach to problem-solving and a continuous improvement mindset.
  • Desire to learn about the education technology industry and accommodate industry specific requirements in reporting and analytics.

Benefits

  • Employer-paid health insurance (including dependent coverage)
  • An employer-matched 401K retirement savings program from day 1
  • Paid Parental Leave
  • Stock options
  • Health + wellness reimbursements
  • PTO that increases each year
  • 16 paid holidays, including your birthday!
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