Key Responsibilities
Revenue Data Management & Reporting
- Record and maintain accurate revenue data on a daily basis
- Ensure timely updates to revenue trackers performance dashboards and pipeline data
- Produce recurring and ad-hoc revenue reports for leadership
- Develop dashboards and visualizations to present performance clearly
Revenue Forecasting & Modeling
- Design and maintain revenue forecasting models that reflect pipeline capacity and delivery trends
- Run scenario analyses to support strategic decision making
- Continuously improve forecast accuracy by incorporating historical trends and market insights
- Partner with finance and sales leaders to validate assumptions and align on business outlook
Cross-Functional Collaboration
- Collaborate with BD/ Sales Project Management and Delivery teams to validate revenue data project milestones and pipeline health
- Conduct regular review sessions with teams to reconcile data and ensure accuracy
- Act as the central liaison across functions to align revenue reporting and forecasting
Business Insights & Analytics
- Identify revenue trends risks and opportunities to drive business growth
- Generate insights on sales productivity customer success and delivery efficiency
- Provide data-backed recommendations to leadership for improving performance
Process Ownership & Improvement
- Own end-to-end revenue processes ensuring accuracy compliance and consistency
- Document workflows standard operating procedures (SOPs) and reporting guidelines
- Lead initiatives to automate manual processes and drive tool adoption (CRM BI tools etc.)
Person Specifications
- 3 - 5 years of experience in revenue operations finance business analysis or a related role (internship experience considered)
- Bachelors degree in Business Administration Finance Accounting Data Analytics or a related field
- Proven exposure to forecasting models and financial/revenue planning
- Experience with CRM platforms (e.g. Salesforce PipeDrive) and BI tools (e.g. Power BI) preferred
- Strong analytical and quantitative modeling skills
- Advanced proficiency in Microsoft Excel (forecasting scenario modeling) Power BI and PowerPoint
- High attention to detail with excellent organizational skills
- Effective communication and interpersonal abilities across teams
- Proactive adaptable and able to work in a fast-paced environment
Key Responsibilities Revenue Data Management & Reporting Record and maintain accurate revenue data on a daily basisEnsure timely updates to revenue trackers performance dashboards and pipeline dataProduce recurring and ad-hoc revenue reports for leadershipDevelop dashboards and visualizations to pr...
Key Responsibilities
Revenue Data Management & Reporting
- Record and maintain accurate revenue data on a daily basis
- Ensure timely updates to revenue trackers performance dashboards and pipeline data
- Produce recurring and ad-hoc revenue reports for leadership
- Develop dashboards and visualizations to present performance clearly
Revenue Forecasting & Modeling
- Design and maintain revenue forecasting models that reflect pipeline capacity and delivery trends
- Run scenario analyses to support strategic decision making
- Continuously improve forecast accuracy by incorporating historical trends and market insights
- Partner with finance and sales leaders to validate assumptions and align on business outlook
Cross-Functional Collaboration
- Collaborate with BD/ Sales Project Management and Delivery teams to validate revenue data project milestones and pipeline health
- Conduct regular review sessions with teams to reconcile data and ensure accuracy
- Act as the central liaison across functions to align revenue reporting and forecasting
Business Insights & Analytics
- Identify revenue trends risks and opportunities to drive business growth
- Generate insights on sales productivity customer success and delivery efficiency
- Provide data-backed recommendations to leadership for improving performance
Process Ownership & Improvement
- Own end-to-end revenue processes ensuring accuracy compliance and consistency
- Document workflows standard operating procedures (SOPs) and reporting guidelines
- Lead initiatives to automate manual processes and drive tool adoption (CRM BI tools etc.)
Person Specifications
- 3 - 5 years of experience in revenue operations finance business analysis or a related role (internship experience considered)
- Bachelors degree in Business Administration Finance Accounting Data Analytics or a related field
- Proven exposure to forecasting models and financial/revenue planning
- Experience with CRM platforms (e.g. Salesforce PipeDrive) and BI tools (e.g. Power BI) preferred
- Strong analytical and quantitative modeling skills
- Advanced proficiency in Microsoft Excel (forecasting scenario modeling) Power BI and PowerPoint
- High attention to detail with excellent organizational skills
- Effective communication and interpersonal abilities across teams
- Proactive adaptable and able to work in a fast-paced environment
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