Senior Revenue Operations Business Analyst

We are seeking a dynamic and detail-oriented professional to join our team as a Sr. Revenue Operations Business Analyst. You will play a critical role in supporting our organization's data needs, focusing on report creation, ad-hoc reporting, dashboard development, and data management. The ideal candidate will have a strong background in Salesforce, experience with data analysis, and proficiency in Excel (Vlookup) for data handling and reporting.

JOB DESCRIPTION

• Design, create, and maintain Salesforce reports to meet business requirements.
• Develop custom reports to provide insights and support decision-making processes.
• Collaborate with stakeholders to gather reporting requirements and ensure that reports are accurate, relevant, and actionable.
• Quickly respond to requests for ad-hoc reports by developing tailored solutions using Salesforce reporting tools.
• Create and maintain Salesforce dashboards that provide visual insights into key performance indicators (KPIs) and other critical business metrics.
• Design intuitive and user-friendly dashboards that align with business goals and objectives.
• Continuously improve dashboards based on user feedback and evolving business requirements.
• Use Excel and other tools to perform data lookups, data cleansing, and data preparation for Salesforce data loads.
• Collaborate with business stakeholders to understand their needs and gather detailed business requirements.
• Analyze and document business processes, workflows, and system interactions.
• Translate business requirements into functional specifications and use cases.
• Lead meetings and workshops to discuss requirements, project progress, and address concerns.
• Develop UAT plans, including test scenarios and test cases, based on business requirements.
• Coordinate and lead UAT efforts, ensuring that end-users are adequately trained and prepared.
• Create documentation, including user guides, training manuals, and system documentatioN

CANDIDATE PROFILE
 

• Bachelor's degree in Data Science, Information Technology, Business, or a related field.
• 3-5 years of experience as a Data Analyst or Business Analyst or in a similar role.
• Required: Strong knowledge of Salesforce CRM reporting tools, dashboard creation, and data management.
• Required: Proficiency in Excel, including experience with VLOOKUP, pivot tables, and data analysis functions.
• Experience with data visualization tools and techniques.
• Strong analytical skills and attention to detail.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a team environment.
• Salesforce certifications (e.g., Salesforce Certified Data Architect, Salesforce Certified Administrator) are a plus.

• Knowledge of CRM processes and sales/marketing operations.
• Familiarity with data integration tools such as Salesforce Data Loader or third-party ETL tools.
• Must be able to support US business hours 
• Ability to articulate Sales Operations practices – Channels, Inside Sales, PreSales, Renewals, Compensation, etc