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We are looking for a skilled Revenue Operations Analyst to oversee the development and optimization of reporting and analytics across Sales, Marketing, and Customer Care teams. This role requires a strategic thinker who can transform data into actionable insights, standardize performance metrics, and enhance operational efficiency. Based in Irvine, California, this position offers the opportunity to lead data-driven initiatives that support organizational growth.
Job Responsibility:
Create and maintain dashboards and automated reports for Sales, Marketing, and Customer Care teams using Salesforce, Excel, and visualization tools
Define and implement standardized key performance indicators (KPIs) to measure and optimize the revenue cycle from lead generation to customer satisfaction
Conduct detailed analyses of sales funnel performance, conversion rates, and customer care trends to identify actionable insights
Act as a Salesforce expert, ensuring data accuracy, optimizing workflows, and developing advanced reports
Manage and mentor a team of two analysts, fostering their attention to detail and maintaining high-quality standards
Write and maintain queries to extract, transform, and analyze data from Salesforce and associated databases
Document data definitions, reporting logic, and business rules to ensure consistency and institutional knowledge
Identify inefficiencies in revenue processes and propose data-driven solutions for improvement
Provide historical data insights and predictive analysis to support campaign planning
Ensure compliance with industry regulations and internal standards in all data management and reporting activities
Requirements:
Minimum of 3 years of experience in data analysis or a related field
Strong proficiency in Salesforce, Excel, and business intelligence tools
Demonstrated ability to analyze revenue data and campaign effectiveness
Expertise in database operations, including writing and maintaining queries
Solid understanding of KPIs and performance metrics
Proven experience mentoring and managing team members
Ability to identify inefficiencies and recommend process improvements
Familiarity with industry regulations and compliance standards
What we offer:
medical, vision, dental, and life and disability insurance