Job description

Essential Functions - Build clear, actionable reports, dashboards, and planning models that support business decision-making. - Analyze key business drivers and resolve reporting needs using Salesforce and Power BI. - Develop and maintain bottom-up Sales bookings and pipeline forecast models to inform GTM sales strategy. - Build and maintain Marketing lead forecasting models to align with sales goals. - Report on the full Marketing-to-Sales lead lifecycle, generating insights to optimize GTM planning. - Develop and operate real-time dashboards and performance reports for Marketing campaigns. - Track marketing attribution KPIs and ROI reporting. - Maintain close alignment with Finance and Deal Desk teams on revenue and financial reporting. - Enhance the GTM data suite, dashboards, and data resources to support operational teams. - Manage data across multiple BI tools (e.g., Power BI, Aviso) and maintain process documentation. - Support Enterprise analytics initiatives by providing data insights and reporting documentation. - Assist with Sales and Marketing capacity modeling projects. - Perform other responsibilities as defined by the Director of Revenue Operations. Minimum Requirements - Bachelor’s degree in finance, Business Administration, or related field (or equivalent experience). - Demonstrated financial and business acumen. - 3–5+ years of experience working with Salesforce.com, Power BI, Excel, and other reporting tools. - 3–5+ years of experience in Sales, Marketing, and/or Revenue Operations. - Strong proficiency in data analysis, data modeling, BI tools, and advanced Excel modeling. - Excellent communication skills with the ability to build strong cross-functional relationships and secure buy-in. - High degree of professionalism and ability to work with confidential information. - Comfort working across all levels of the organization, effectively managing up, down, and laterally. - Ability to thrive in a fast-paced environment with ambiguity and minimal oversight. - Strong work ethic, proactive work habits, and attention to detail. - Expert-level skills in Microsoft Office, especially Excel and PowerPoint. Preferred Qualifications - Experience with additional BI platforms such as Tableau, Domo, or Looker. - Experience with Marketing Automation Platforms (e.g., HubSpot, Marketo, Pardot). - Familiarity with SQL or other data querying languages. - Experience with sales and marketing capacity planning models. - Experience presenting findings and insights to senior leadership and C-level audiences. - Background working in SaaS, Tech, or high-growth GTM organizations. Working Environment/Physical Demands - This is a fully remote role with occasional travel as needed (up to 15%). - Standard office environment: prolonged sitting at a desk and working at a computer. - Occasional periods of stress may occur. Total Rewards - Generous annual bonus opportunity - 401(k) with Employer Match - Flexible Time Off: take time off when you need it without worrying about available hours - 10 paid holidays - Volunteer Time Off - Insurance: Choice of Medical, Dental, and Vision plans - Health Savings Account with employer match - Flexible Spending Account - 100% Company-Paid Parental leave - 100% Company-Paid Life Insurance and Short/Long Term Disability Insurance - Nextech Luminary Peer Recognition Program - Wellness Program including discounts on medical premiums - Employee Assistance Program with free counseling sessions available - Corporate Discounts on Retail, Travel, and Entertainment - Pet Insurance options

Requirements