Jobs and Careers
CO
Senior Revenue Systems & Reporting Analyst
ConversicaUnited States, Remote, United StatesRemotefull_timeVerifiedPosted 15 Jul 2025
💰 $143,000/yr($105,000/yr – $143,000/yr)
About the role
We’re looking for a self-driven and strategic Senior Revenue Systems & Reporting Analyst to join our lean but high-impact Revenue Operations team. This role is essential in maintaining and evolving our GTM systems and reporting infrastructure, supporting day-to-day sales operations, and driving cross-functional visibility into our pipeline, bookings, churn, and revenue performance.
This is a high-autonomy IC role that requires strong Salesforce/CPQ technical skills, a deep understanding of B2B SaaS GTM workflows, and a strong partnership mindset. You’ll report to the CFO and partner closely with Sales, Deal Desk, and Billing—serving as the internal systems owner for Salesforce and related GTM tools.
This is a high-autonomy IC role that requires strong Salesforce/CPQ technical skills, a deep understanding of B2B SaaS GTM workflows, and a strong partnership mindset. You’ll report to the CFO and partner closely with Sales, Deal Desk, and Billing—serving as the internal systems owner for Salesforce and related GTM tools.
Key Responsibilities
- Act as the primary Salesforce and CPQ admin, executing system changes, implementing configuration updates, and maintaining documentation
- Own and evolve the Revenue Operations dashboard, surfacing key insights to Sales and Executive teams around pipeline, bookings, churn, and net ARR performance
- Lead the weekly Revenue Growth Call: prepare reports, visualize trends, and guide data-driven discussions with Sales and Finance leadership
- Build and maintain recurring and ad-hoc reports for the CFO and CRO, including ARR forecasts and performance summaries like those used in board and FP&A presentations
- Partner with our Senior Deal Desk Specialist to: Streamline quote processing and CPQ configurations, improve quote templates, DocuSign formatting, and sales order accuracy, and ensure end-to-end data consistency from quote to billing to revenue recognition
- Intake and triage GTM systems-related requests across the Sales, CS, and Finance orgs
- Identify and resolve Salesforce/CPQ issues and lead continuous improvement initiatives, including error reduction, automation, and documentation
- Support upcoming CPQ upgrade or system transition planning and implementation
- Maintain high standards of data integrity across all GTM systems
Qualifications
- 5–7+ years of experience in Revenue Operations, Sales Systems, or Salesforce administration in a B2B SaaS environment
- Salesforce Admin Certification required; Salesforce App Builder or CPQ Specialist certification a plus
- Strong hands-on experience with Salesforce CPQ and Advanced Approvals
- Demonstrated experience supporting executive stakeholders and partnering cross-functionally
- Experience with GTM tool stack (e.g., ZoomInfo, Marketo, Zendesk, RingLead)
- Proven ability to work independently and take ownership of technical execution
- Strong analytical and reporting skills, including experience managing executive-facing dashboards and ARR reports
- Excellent verbal and written communication skills, with the ability to translate complex data into actionable insights
- Bonus: Exposure to backend development (e.g., Apex), workflow automation, or scripting for Salesforce configuration
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s