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Revenue Intelligence Analyst

United States, Austin · Job Posted March 04, 2026
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Job Description

As a Revenue Intelligence Analyst, you’ll design, build, and maintain scalable revenue dashboards that power execution discipline and forecast confidence across Dialpad’s global revenue organization. This role goes beyond reporting. You will build the analytical foundation for pipeline execution effectiveness, forecast performance, and RevOps OKR tracking — ensuring our revenue engine operates with clarity and accountability.

Job Responsibility

  • Design, build, and maintain scalable revenue dashboards that power execution discipline and forecast confidence across Dialpad’s global revenue organization
  • Build the analytical foundation for pipeline execution effectiveness, forecast performance, and RevOps OKR tracking
  • Building and maintaining dashboards that track RevOps OKRs across: Forecast accuracy, Conversion improvement, GRR / NRR targets, Pipeline coverage, Adoption of operational standards
  • Automating OKR performance reporting
  • Ensuring metric definitions are consistent and documented
  • Providing monthly and quarterly OKR visibility to RevOps leadership
  • Identifying early deviation signals against OKR targets
  • Design and build executive-ready dashboards in Tableau
  • Standardize reporting frameworks across revenue segments
  • Develop intuitive visualizations for pipeline, forecast, productivity, retention, and expansion
  • Translate business questions into scalable dashboard solutions
  • Create reusable Tableau data sources and certified dashboards
  • Partner with data engineering and systems teams to ensure clean data pipelines
  • Validate metric definitions and ensure consistency across segments
  • Maintain documentation for revenue metric logic
  • Improve reporting governance and eliminate conflicting definitions
  • Optimize Tableau workbooks for performance and usability
  • Reduce manual reporting and spreadsheet dependency
  • Build scalable dashboard frameworks that grow with the business
  • Maintain Tableau Server / Cloud content governance best practices

Requirements

  • 4–7+ years of Tableau development experience
  • Advanced Tableau Desktop and Tableau Server / Cloud proficiency
  • Strong SQL skills (joins, aggregations, window functions)
  • Experience supporting Sales, RevOps, or SaaS revenue teams
  • Deep understanding of dashboard performance optimization
  • Advanced data modeling in Tableau
  • Strong SQL proficiency
  • Familiarity with Salesforce data structures (opportunities, pipeline stages, ARR tracking)
  • Experience working with data warehouses (Snowflake, Redshift, BigQuery, etc.)
  • Strong understanding of SaaS revenue metrics: ARR / MRR, Pipeline coverage, Conversion rates, GRR / NRR, Forecast variance

Nice to have

  • Experience supporting multi-segment SaaS organizations
  • Familiarity with CS platforms (Planhat, Gainsight)
  • Exposure to pipeline and forecast analytics
  • Experience building executive-level dashboards
  • Strong analytical rigor and attention to detail
  • Ability to simplify complex data into clear visual narratives
  • Proactive, structured problem solver
  • Clear communicator across technical and non-technical audiences
  • High ownership mentality and bias toward automation

What we offer

  • Competitive benefits and perks
  • Robust training program
  • Inclusive offices
  • Vibrant environment
  • Exceptional culture
  • Certified Great Place to Work

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