Job Title: Senior Sales Operations Analyst
Locations: Boston, MA or Houston, TX
Reports to: (Sr. Director, Revenue Operations)

A quick snapshot…

The Senior Analyst, is responsible for running the operational backbone of the renewals business. This role owns forecasting, reporting, data integrity, and the systems and processes that enable accurate revenue visibility and execution across Customer Success and Renewals teams.
This position plays a critical role in ensuring leadership has clear insights into performance, while partnering cross-functionally to improve processes, resolve data and compensation challenges, and support planning and execution. 

Key Responsibilities

Renewal Forecasting & Reporting

• Uses Clari and PowerBI to own weekly, monthly, and executive-level forecasting for renewals and customer success performance
• Deliver consistent reporting and insights to leadership, including board-level materials
• Maintain accuracy and consistency across all renewal reporting outputs

Planning & Quota Management

• Uses SPIFF to support annual and quarterly planning cycles for the renewals business
• Build and maintain models for quota allocation, coverage, and target setting
• Partner with leadership to align planning outputs with business objectives

Salesforce & Data Governance

• Act as the primary owner for data integrity across renewal-related processes within Salesforce
• Govern Salesforce changes impacting renewals, including fields, logic, and reporting structures
• Ensure accurate pipeline attribution and alignment with compensation and reporting requirements

Performance Tracking & Analytics

• Develop and maintain reporting for attainment, performance metrics, and incentive tracking (e.g., SPIFF)
• Provide actionable insights into performance trends, risks, and opportunities
• Support stakeholders across Customer Success, Finance, and RevOps with data-driven analysis

Systems, Tools & Process Management

• Own and optimize tools, workflows, and operational processes supporting the renewal lifecycle
• Identify opportunities to streamline processes and reduce manual effort
• Enable the team through documentation, training, and workflow improvements

Account Ownership & Data Models

• Manage account assignments and renewal book of business structures
• Maintain underlying data models supporting segmentation, ownership, and reporting

Cross-Functional Execution

• Partner with Customer Success, Finance, Compensation, and RevOps teams to resolve operational issues
• Drive alignment across teams on topics such as pipeline crediting, comp logic, and reporting definitions
• Support critical initiatives such as system migrations, process changes, and new program rollouts

Here’s what we’re looking for…

• Strong experience in Revenue Operations, Sales Operations, or Customer Success Operations
• Deep understanding of forecasting, reporting, and pipeline management
• Advanced proficiency in Salesforce reporting and data management
• Strong analytical skills with experience in Salesforce, Excel and BI tools
• Ability to manage complex processes and maintain high data accuracy
• Proven ability to work cross-functionally and drive alignment across teams

Here’s what will give you an edge…

• Accurate, reliable renewal forecasts and reporting trusted by leadership
• Clean, consistent data supporting pipeline visibility and compensation accuracy
• Scalable processes that reduce friction and improve team efficiency
• Strong cross-functional alignment across RevOps, Customer Success, and Finance