Revenue Operations Analyst
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What you'll do
- Support the analysis behind our GTM reporting. Build and maintain dashboards, models, and reports that leadership relies on for pipeline/bookings reviews, forecast calls, QBRs, and board updates — so decisions are grounded in clean, trusted numbers.
- Turn data requests into clear answers. Field ad-hoc data asks from Sales, CS, Marketing, and Finance, scope what’s really being asked, and deliver analysis that is accurate, well-documented, and easy to act on.
- Support the forecasting and planning rhythm. Support the development of operational models behind forecasting, pipeline coverage, capacity and quota planning, territory analysis, and scenario planning — in Google Sheets and our BI tools.
- Work fluently across our GTM systems. Use Salesforce, PlanHat, and adjacent GTM tools as a power user — building reports, pulling and validating data, and flagging integrity issues — while partnering with the systems team who build and maintain the workflows themselves.
- Track the metrics that matter. Monitor and report on the core GTM metrics — pipeline generation and conversion, win rates, bookings, churn and retention, attainment — and proactively call out what’s changing and why.
- Safeguard data quality. Investigate and flag data-quality issues during our Deal Desk process that undermine reporting and forecasting accuracy. Partner with the systems and GTM teams to get them fixed at the source
- Communicate with leadership. Translate analysis into clear, concise narratives and visuals for a senior audience — and be ready to explain your methodology and defend a recommendation.
What they're looking for
- 3+ years of experience in revenue operations, sales/GTM operations, financial analysis, business analytics, or a closely related analytical role in B2B SaaS.
- A bachelor’s degree in mathematics, statistics, economics, finance, or a similar field.
- You are a genuine power user of Google Sheets (or Excel): complex formulas, pivots, lookups, and the ability to build and maintain models from scratch, not just fill in someone else’s template.
- You revel in the collection and analysis of quantitative and qualitative data to answer questions, generate solutions, and drive informed decisions.
- Working knowledge of Salesforce (SFDC) and PlanHat as an advanced user — building reports and dashboards, pulling and validating data — with a solid understanding of how GTM data flows through the systems around it.
- Experience preparing analysis and reporting for QBRs, board decks, or forecasts.
- Excellent written and verbal communication skills — you can present data to senior leaders, walk them through your methodology, and defend a recommendation.
- Strong attention to detail and a bias for accuracy; you double-check your numbers because you know decisions ride on them.
- Self-motivated and action-oriented, able to prioritize competing requests and adapt in a fast-paced environment while working independently.
- Able to challenge others’ assumptions and conclusions with data, while supporting the ultimate decision even when it goes a different direction
Nice to have
- Comfort with BI/reporting tools (Looker, Domo, or similar) beyond native CRM reporting; SQL experience to pull data from BigQuery is a strong plus.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
About AppDirect
Become a digital, global citizen and enable the new generation of digital entrepreneurs around the world. AppDirect offers a subscription commerce platform to sell any product, through any channel, on any device - as a service. We power millions of subscriptions worldwide for organizations. We do this by our values-driven culture—one that enables you to Be Seen, Be Yourself, and Do Your Best Work.
About PartnerStack, an AppDirect Subsidiary
PartnerStack is the leading partner ecosystem platform for B2B SaaS — purpose-built to help software companies find, activate, and scale partnerships as a primary growth channel. Through a two-sided marketplace, PartnerStack connects vendors with high-quality affiliate, referral, and reseller partners, while giving partners a single destination to discover and grow inside the programs worth their time. As part of the AppDirect family, PartnerStack sits at the center of how modern B2B companies go to market through partners — complementing AppDirect's subscription commerce infrastructure and Tackle's cloud marketplace capabilities to give customers a complete partner-led growth platform.
About You
You are the person leaders turn to when a decision needs numbers behind it. You enjoy turning complex questions into clear, defensible answers, and you bring rigor, curiosity, and attention to detail to every analysis. You are comfortable working across Sales, Customer Success, Marketing, and Finance, and you communicate your thinking clearly with stakeholders at all levels.
You thrive in a fast-paced B2B SaaS environment where strong judgment, accuracy, and adaptability matter. You are resourceful, analytical, and confident building models from scratch, validating assumptions, and translating data into insights that help teams do their best work.
What you’ll do and how you’ll have an impact
- Support the analysis behind our GTM reporting. Build and maintain dashboards, models, and reports that leadership relies on for pipeline/bookings reviews, forecast calls, QBRs, and board updates — so decisions are grounded in clean, trusted numbers.
- Turn data requests into clear answers. Field ad-hoc data asks from Sales, CS, Marketing, and Finance, scope what’s really being asked, and deliver analysis that is accurate, well-documented, and easy to act on.
- Support the forecasting and planning rhythm. Support the development of operational models behind forecasting, pipeline coverage, capacity and quota planning, territory analysis, and scenario planning — in Google Sheets and our BI tools.
- Work fluently across our GTM systems. Use Salesforce, PlanHat, and adjacent GTM tools as a power user — building reports, pulling and validating data, and flagging integrity issues — while partnering with the systems team who build and maintain the workflows themselves.
- Track the metrics that matter. Monitor and report on the core GTM metrics — pipeline generation and conversion, win rates, bookings, churn and retention, attainment — and proactively call out what’s changing and why.
- Safeguard data quality. Investigate and flag data-quality issues during our Deal Desk process that undermine reporting and forecasting accuracy. Partner with the systems and GTM teams to get them fixed at the source
- Communicate with leadership. Translate analysis into clear, concise narratives and visuals for a senior audience — and be ready to explain your methodology and defend a recommendation.
What we’re looking for
- 3+ years of experience in revenue operations, sales/GTM operations, financial analysis, business analytics, or a closely related analytical role in B2B SaaS.
- A bachelor’s degree in mathematics, statistics, economics, finance, or a similar field.
- You are a genuine power user of Google Sheets (or Excel): complex formulas, pivots, lookups, and the ability to build and maintain models from scratch, not just fill in someone else’s template.
- You revel in the collection and analysis of quantitative and qualitative data to answer questions, generate solutions, and drive informed decisions.
- Working knowledge of Salesforce (SFDC) and PlanHat as an advanced user — building reports and dashboards, pulling and validating data — with a solid understanding of how GTM data flows through the systems around it.
- Experience preparing analysis and reporting for QBRs, board decks, or forecasts.
- Excellent written and verbal communication skills — you can present data to senior leaders, walk them through your methodology, and defend a recommendation.
- Strong attention to detail and a bias for accuracy; you double-check your numbers because you know decisions ride on them.
- Comfort with BI/reporting tools (Looker, Domo, or similar) beyond native CRM reporting; SQL experience to pull data from BigQuery is a strong plus.
- Self-motivated and action-oriented, able to prioritize competing requests and adapt in a fast-paced environment while working independently.
- Able to challenge others’ assumptions and conclusions with data, while supporting the ultimate decision even when it goes a different direction
At AppDirect, we believe that innovation thrives in an environment that houses diversity of excellence, experience and thought. We respect each AppDirector as their own fingerprint; unique with no one alike. We foster an environment of inclusion without regard to race, religion, age, sexual orientation, or gender identity enabling AppDirectors to embrace their uniqueness to do their best work. As such, we strongly encourage applications from Indigenous peoples, racialized people, people with disabilities, people from gender and sexually diverse communities, and/or people with intersectional identities.
At AppDirect we take privacy very seriously. For more information about our use and handling of personal data from job applicants, please read our Candidate Privacy Policy. For more information of our general privacy practices, please see AppDirect Privacy Notice: https://www.appdirect.com/about/privacy-notice
At AppDirect, AI tools may assist our recruitment team with administrative automations — always under human oversight. AI tools do not make hiring decisions or solely automated decisions about your candidacy – all decisions are made by our people. By submitting your application, you acknowledge that your information may be processed in this way. You may request access or deletion at any time by contacting privacy@appdirect.com.
The salary band listed below reflects the expected annual base salary or OTE (on-target earnings) for this role at AppDirect and may be subject to change.
Base salary or OTE is just one component of AppDirect’s total compensation package. In addition to base pay, regular employees may be eligible for performance-based bonuses and a full range of benefits.
Company
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