What are the responsibilities and job description for the Business Analyst position at Evlo AI?
About The Role
The role sits at the intersection of data, systems, and business process: translating revenue and operational questions into analyses, dashboards, and process changes that leadership actually acts on.
Working across sales, finance, and product teams, the analyst owns the integrity of the systems and metrics that run the go-to-market motion — from CRM hygiene to funnel reporting to forecast accuracy.
Key Responsibilities
The role sits at the intersection of data, systems, and business process: translating revenue and operational questions into analyses, dashboards, and process changes that leadership actually acts on.
Working across sales, finance, and product teams, the analyst owns the integrity of the systems and metrics that run the go-to-market motion — from CRM hygiene to funnel reporting to forecast accuracy.
Key Responsibilities
- Build and maintain dashboards and reporting in SQL, Looker (or similar BI tools) covering pipeline, conversion, retention, and revenue KPIs
- Partner with sales and marketing leadership to define metrics, diagnose funnel bottlenecks, and quantify the impact of proposed changes
- Own CRM and revenue systems administration tasks: data quality audits, field governance, workflow automation, and integration troubleshooting
- Conduct deep-dive analyses (cohort, churn, pricing, territory) and present findings with clear recommendations to stakeholders
- Document business processes and requirements, translating them into specs for engineering and ops implementation
- Support forecasting and planning cycles with scenario models, variance analysis, and territory/quota inputs
- Train and enable end users on new processes, dashboards, and tooling
- 3-6 years of experience in business analysis, revenue operations, or a comparable analytics role, ideally in SaaS or technology
- Strong SQL skills and hands-on experience with a BI tool (Looker, Tableau, Power BI) and Excel/Google Sheets modeling
- Working knowledge of CRM platforms (Salesforce or HubSpot), including reporting, data models, and admin basics
- Proven ability to turn ambiguous business questions into structured analyses and concrete recommendations
- Excellent written and verbal communication; comfortable presenting to leadership
- Bachelor's degree in a quantitative field, business, or equivalent practical experience
- Bonus: experience with Python or R, revops tools (Clari, Gong, Outreach), dbt/ETL exposure, or Salesforce Administrator certification