Business Analyst, Revenue Intelligence

Position Summary: 

Revenue Intelligence is a core capability within Revenue Operations responsible for identifying revenue growth and retention opportunities through analytics, forecasting, and data-driven decision-making. 

The (Senior) Business Analyst, Revenue Intelligence serves as a key contributor within the Revenue Intelligence function, using data to uncover business opportunities, diagnose performance challenges, and provide actionable insights that improve revenue outcomes. This role combines analytics, forecasting, business intelligence, and problem-solving to help Sales and Customer Relations leaders make smarter, faster, and more informed decisions. 

This is not a traditional reporting role. Success comes from asking the right questions, finding meaningful insights, and translating data into recommendations that drive measurable business impact. 

Essential Functions: 

• Analyze sales, customer, operational, and revenue data to identify trends, risks, performance gaps, and opportunities for revenue growth, retention, and business performance improvement. 

• Conduct business investigations and root-cause analyses to uncover the drivers of revenue performance, customer retention, and operational effectiveness. 

• Analyze sales pipeline performance, conversion trends, customer behavior, workforce productivity, and contact center effectiveness to support business optimization. 

• Support forecasting, capacity planning, scenario analysis, and performance measurement initiatives across Sales and Customer Relations. 

• Develop dashboards, scorecards, and analytical tools that provide visibility into key business drivers, performance metrics, and outcomes. 

• Partner with Revenue Intelligence leaders and business stakeholders to answer critical business questions and evaluate strategic opportunities. 

• Transform complex data into actionable insights and recommendations that influence business decisions and support continuous improvement. 

• Support the development of scalable reporting, forecasting, automation, and business intelligence capabilities across the organization. 

What Success Looks Like 

• Identifies meaningful revenue growth, retention, and performance improvement opportunities that influence business priorities. 

• Produces accurate, timely, and actionable analysis that supports strategic and operational decision-making. 

• Improves visibility into business performance through effective reporting, metrics, and analytical tools. 

• Delivers insights and recommendations that improve revenue generation, customer retention, and operational performance. 

• Supports forecasting, planning, and performance management efforts across the organization.  

• Continuously improves data quality, analytical efficiency, and business intelligence capabilities. 

• Becomes a trusted analytical partner known for delivering insights that drive action and measurable results. 

Skills and Abilities: 

• Analytical, curious, and energized by solving business problems through data, with a passion for understanding what drives revenue performance and business outcomes. 

• Skilled at connecting customer behavior, operational performance, and business results to identify opportunities and uncover root causes. 

• Comfortable working with large datasets and multiple information sources to answer complex business questions. 

• Effective communicator who can translate analytical findings into clear, actionable insights and recommendations. 

• Detail-oriented, organized, and committed to delivering accurate, high-quality work. 

• Interested in developing expertise in forecasting, predictive analytics, business intelligence, AI-enabled analytics, and Revenue Intelligence. 

Position Qualifications 

Minimum Qualifications 

• Bachelor’s degree in Business, Economics, Finance, Analytics, Data Science, or a related field. 

• 2+ years of experience in business analysis, analytics, reporting, revenue operations, sales operations, customer operations, or a related field. 

• Experience working with large datasets and multiple sources of business information. 

• Experience developing reports, dashboards, performance metrics, or analytical insights to support business decision-making.  

• Proficiency in Excel and at least one reporting, visualization, or querying tool such as SQL, Power BI, Tableau, or similar technologies. 

• Strong analytical, problem-solving, communication, and data visualization skills. 

Preferred Qualifications 

• Experience supporting Sales, Customer Relations, Revenue Operations, or contact center environments.  

• Experience with CRM platforms such as Salesforce.  

• Experience supporting forecasting, capacity planning, performance reporting, or revenue analysis.  

• Experience with SQL, Power BI, Tableau, Databricks, Python, or similar analytical tools and platforms. 

• Familiarity with predictive analytics, automation, AI-enabled analytics, or statistical analysis. 

• Background in a subscription, licensing, recurring revenue, or services-based business model. 

Growth and Development 

This role offers an opportunity to help build a growing Revenue Intelligence capability focused on improving business performance through analytics and data-driven decision-making. As the function evolves, team members will gain exposure to forecasting, predictive analytics, business intelligence, revenue strategy, and executive decision support. 

High-performing individuals will have opportunities to: 

• Lead high-impact analytical and business improvement initiatives. 

• Develop expertise in forecasting, predictive analytics, and revenue optimization. 

• Influence how revenue opportunities are identified, prioritized, and measured. 

• Expand into Revenue Intelligence Manager or broader analytics leadership roles. 

Mission  

Transforms data into actionable insights that identify revenue opportunities, improve business performance, and enable informed decisions across Sales, Customer Relations, and Revenue Operations. 

This job description in no way states or implies that these are the only duties to be performed by the employee occupying the position.  Employees may be required to follow other job-related instructions and perform other job-related duties as requested, subject to all applicable state and federal laws.  

“Commonly associated” is not intended to mean always or only.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.