MUST:

• 4-10 total years of experience (want greener career) in one of these roles: FPNA role, revenue ops, or sales ops
• Comes from a mid/large sized company , no start ups
• Been in a data intensive role
• Been in an industry with reoccurring continual revenue- do they know what these things are: revenue retention, gross revenue retention, bookings, backlog (sold things that you haven’t yet provided to customers), and activations
• Bachelors degree
• Salesforce proficiency
  • how to navigate in the CRM, how an order relates to a contract relates to an opportunity, jump through those hoops and connect the dots. Extensively used SF for financial planning and analysis, revenue/sales operations, analysis on things like bookings, activations
  • Automating pulling down data from salesforce directly into excel using power query , not looking for someone who can manually pull things, someone whose excited about automation
  • Create power query automation steps using salesforce objects
  • Built automations- ideal is salesforce to excel could also be a power query automation with Financial data
• Expert with Excel
• Expert with Power Query (should use daily) (connect to multiple data sources, design complex transformation workflows, merge and append queries, build automated, repeatable data pipelines that handle large volumes of data reliably, and effectively troubleshoot bugs in queries)
• Advanced SQL- someone who can look at a business process (they have data in databricks, use SQL and Claude to query that data)
• Ability to distinguish recurring vs. one-time revenue components
• Understanding of contract structures (subscription terms, escalators, renewals)
• Comfort working with PDF quotes, commissions reports, and PO’s, can read a sales quote,
• Bachelors degree
• Familiarity with LLMs and automation tools
• This role requires significant hands-on experience analyzing and transforming high-volume, complex operational and financial datasets from multiple enterprise systems.

PLUS:

·                 Prior SaaS or subscription business experience

DAY TO DAY:

The Business Analyst supports the automation and improvement of revenue and sales operations processes within Salesforce. They work primarily with Salesforce, Excel, Power Query, and SQL to automate reporting and reduce manual data entry related to ARR, MRR, bookings, backlog, and activations. The analyst reviews Salesforce opportunities, orders, quotes, and contracts to identify missing or inaccurate information. They research PDF quotes, purchase orders, and other source documents to connect the right records and ensure revenue data is accurately mapped and reported.

They build and maintain Power Query automations that pull data from Salesforce and other financial systems into Excel and use SQL to analyze business data and identify gaps or inconsistencies. They continuously look for opportunities to replace manual processes with scalable, repeatable solutions. The analyst works closely with Finance, FP&A, Revenue Operations, and Sales Operations to understand business processes, resolve data issues, and improve reporting. They apply an understanding of recurring revenue, subscription contracts, renewals, and commercial terms to ensure reporting accurately reflects the business.

Essentially, this role is to backfill manual processes in salesforce to start. Our client has a backlog of ARR and MRR reporting and needs to build out automation and populate it within salesforce. They will need help fixing errors of current automation as well, for example if the current automation is currently spitting out a table of everything that needs manual mapping. Currently, this group has to look up those opportunities manually to find order and quote and pull those fields off of the quote. Need someone to help automate these kind of tasks.