Own revenue planning, forecasting, and retention for enterprise customers. Build growth/churn models, design lead-to-cash workflows in HubSpot, create Power BI executive dashboards with predictive analytics, and coordinate cross-functional governance between Sales, Account Management, and Customer Success.
RevOps Analyst
DISHER is currently partnering with a global supply chain solutions organization on their RevOps Analyst opportunity. In this role, you will own revenue performance across their existing customer base, balancing growth (upsell/cross-sell) and retention (upgrades/renewals/churn). You will be the data-driven analyst that acts as the bridge between the Account team and Customer Success. You will use HubSpot as your system of record and Power BI as your storytelling engine.
What it's like to work here:
This organization empowers high-performance teams to solve complex challenges through creativity, partnership, and technology. Employees enjoy a supportive, collaborative environment where initiative and growth are celebrated. With a focus on work-life balance and professional development, this company provides meaningful opportunities for technical and personal advancement in a distributed workplace.
What you will get to do:
- Own annual revenue planning and monthly forecasting for enterprise customers.
- Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations.
- Conduct margin analysis by customer segment and service tier.
- Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot.
- Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance.
- Coordinate with Deal Desk on non-standard renewal pricing and contract terms.
- Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success)
- Build and maintain executive Power BI dashboards tracking:
- Pipeline Health (coverage, velocity, win rates)
- Retention (NRR, GRR, churn by segment)
- Productivity (attainment, time-to-close)
- KPI Governance (define metrics, data dictionaries, and cadence)
- Serve as the HubSpot RevOps Subject Matter Expert.
- Implement AI workflow orchestration within HubSpot
- Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets.
Planning and Modeling:
Process and Governance:
Analytics and Dashboards:
Technology and Innovation:
What will make you successful:
- At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred)
- Advanced HubSpot expertise with the ability to build custom reports, workflow automations, deal pipeline management, and property creation.
- Proven Power BI experience with DAX, data modeling, paginated reports, embedded dashboards, and business insights.
- Strong Excel skills for ad-hoc modeling and scenario analysis.
- Experience with forecasting, retention metrics, and executive presentation.
- Ability to turn complex data into simple, actionable stories.
- Ability to spot risks before they materialize.
- Desire to be in a cross-functional team environment and be the bridge between Account Managers, Customer Success Managers, and ELT priorities.
- Must have the current and continuing right to work in the United States of America without restrictions or expirations.
Similar Jobs
Artificial Intelligence • Healthtech • Machine Learning • Software
Lead pro forma modeling and deal support for sales and partnerships, own RFP responses, run lifecycle analytics from attribution to retention, improve CRM data hygiene, and automate repetitive revenue processes while partnering cross-functionally.
Top Skills:
Adobe AnalyticsExcelGoogle AnalyticsGoogle SheetsHubspotLookerSalesforceSQL
Internet of Things • Cybersecurity
Own RevOps data models and BI infrastructure to drive GTM strategy. Clean and analyze datasets, build predictive models, define and track leading/lagging KPIs, deploy dashboards, document data definitions, and deliver executive-ready insights while partnering cross-functionally with Finance and GTM teams.
Top Skills:
AIClariDatabricksLookerMachine LearningPower BISQLTableau
Artificial Intelligence • Computer Vision • Software
The GTM Engineer will enhance go-to-market systems, implement Salesforce enhancements, automate workflows, and partner with RevOps for sales efficiency.
Top Skills:
ApexClayCustomer.IoJavaScriptLightning Web ComponentsOutreachPythonSalesforceSalesforce ApisZoominfo
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
