Data Analyst
Position Summary
We are seeking an experienced SMB/EMM Planning & Data Analyst to support revenue planning, sales operations analytics, and business performance management within a high-growth SaaS environment. This role will serve as a key partner to sales leadership, finance, and business operations teams by building driver-based planning models, developing reporting solutions, and transforming raw sales and pipeline data into actionable business insights.
The ideal candidate combines strong analytical skills, advanced SQL expertise, financial modeling capabilities, and experience supporting business review cadences in a data-driven organization.
Key Responsibilities
<>Revenue & Funnel Modeling
- Build and maintain driver-based sales funnel models across acquisition and expansion motions.
- Develop scenario planning models that evaluate volume, conversion, and revenue assumptions.
- Analyze funnel conversion metrics, sales efficiency, unit economics, and recurring revenue performance.
- Maintain forecasting models and support annual and quarterly planning cycles.
<>Data Analytics & Reporting
- Write, optimize, and maintain SQL queries against enterprise data warehouses.
- Analyze booking, pipeline, forecast, and performance data.
- Develop recurring dashboards, business review reports, and executive reporting packages.
- Perform variance analysis and identify key business drivers impacting performance.
- Ensure consistency between planning models, forecasts, targets, and operational reports.
<>Business Operations & Planning Support
- Support weekly, monthly, and quarterly business review processes.
- Maintain planning system data integrity and forecasting assumptions.
- Monitor data quality, reporting accuracy, and pipeline health metrics.
- Partner with finance, sales operations, and leadership teams to deliver actionable recommendations.
Required Qualifications
- 5+ years of experience in Business Analytics, Revenue Operations, Sales Operations, FP&A, Data Analytics, or related fields.
- Advanced SQL expertise with hands-on experience querying large-scale data warehouses.
- Experience with Databricks, Snowflake, or comparable cloud data platforms.
- Strong Excel and/or Google Sheets modeling capabilities.
- Experience creating dashboards and reports using Tableau, Power BI, or similar BI tools.
- Proven ability to perform forecasting, scenario modeling, and performance analysis.
- Strong communication and stakeholder management skills.
- Experience translating complex datasets into business recommendations.
- Familiarity with AI-powered productivity and analytics tools for workflow automation and analysis.
Preferred Qualifications
- Experience with Anaplan or enterprise planning platforms.
- Understanding of SaaS business metrics, including ARR, pipeline, funnel conversion, and unit economics.
- Experience supporting weekly, monthly, and quarterly business review cadences.
- Background in revenue planning, go-to-market analytics, or commercial operations.
Desired Technical Environment
- SQL
- Databricks
- Snowflake
- Tableau
- Power BI
- Anaplan
- Excel
- Google Sheets
- AI-Assisted Analytics Tools
- Sales Analytics Platforms
- Revenue Planning Systems
SMB Planning Analyst, EMM Planning Analyst, Revenue Operations Analyst, Business Planning Analyst, Sales Operations Analyst, Revenue Analyst, Business Intelligence Analyst, Commercial Analytics Analyst, FP&A Analyst, GTM Analytics Analyst
SQL, Databricks, Snowflake, Tableau, Power BI, Anaplan, Excel, Google Sheets, Data Warehouse, Business Intelligence, Dashboarding, Reporting, Data Modeling, Forecasting, AI Analytics, Workflow Automation, Data Reconciliation
Funnel Modeling, Driver Based Planning, Revenue Planning, Sales Analytics, Pipeline Analysis, Forecast Analysis, Variance Analysis, Scenario Planning, Conversion Rate Analysis, ARR Analysis, Unit Economics, Business Reviews, Executive Reporting, KPI Tracking, Data Validation, Data Governance, Booking Analysis, Capacity Planning, Performance Reporting, Financial Modeling, Root Cause Analysis, Forecast Reconciliation, Business Insights, Sales Forecasting
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