What are the responsibilities and job description for the Revenue Analyst position at Orgvue?
Orgvue is a leading organizational design and planning software platform that captures the power of data visualization and modelling to build more adaptable, and better performing organizations. HR, finance and business leaders use Orgvue for actionable insight and analysis that helps them make faster workforce decisions in a constantly changing world.
Orgvue is used by the world’s largest and best-known enterprises and management consulting firms to visualize and confidently build the businesses they want tomorrow, today. The company is headquartered in London, with offices in Philadelphia, The Hague, Toronto, and Sydney.
Role
The Revenue Analyst is a key player in the day-to-day management of all opportunities and orders within the Salesforce environment. This role is dedicated to delivering a consistent approach to opportunity management and ensuring the accuracy of all data across our CRM and supporting systems.
Responsibilities
CRM & Data Management
Orgvue is used by the world’s largest and best-known enterprises and management consulting firms to visualize and confidently build the businesses they want tomorrow, today. The company is headquartered in London, with offices in Philadelphia, The Hague, Toronto, and Sydney.
Role
The Revenue Analyst is a key player in the day-to-day management of all opportunities and orders within the Salesforce environment. This role is dedicated to delivering a consistent approach to opportunity management and ensuring the accuracy of all data across our CRM and supporting systems.
Responsibilities
CRM & Data Management
- Manage and oversee opportunities and orders within Salesforce to ensure a consistent approach and high data quality
- Conduct regular audits of CRM data to ensure accuracy and completeness, flagging and resolving inconsistencies
- Build and maintain recurring revenue reports and dashboards covering pipeline, win rates and deal velocity
- Deliver ad hoc analysis to support commercial and operational decision-making
- Support forecasting cycles by ensuring pipeline data is accurate and current
- Assist in the quote-to-cash process, including order management
- Collaborate with Sales, Finance, and Operations teams to align processes and data management
- Develop and maintain documentation for opportunity management processes and best practices
- Serve as a point of contact for partner orders, account creation, and key revenue systems
- Provide support to resolve partner and internal queries, ensuring a seamless experience
- Support onboarding and training of sales team members on Salesforce and key revenue systems
- Bachelor’s degree in business, Finance, or a related field.
- Proven experience in CRM data management, preferably within Salesforce.
- Strong analytical skills and attention to detail.
- Excellent communication and customer service skills.
- Ability to work collaboratively with cross-functional teams.
- Experience in process documentation and improvement.
- A dynamic role at the heart of the company’s growth strategy.
- The opportunity to work with a wide range of stakeholders and expand knowledge on operational systems.
- A supportive environment that fosters professional development and continuous learning.
- Hybrid role - 1 day a week in the Philadelphia office
- 5% matched 401k
- Wellbeing: Sanctus Coaching, Headspace mindfulness app, Virtual fitness sessions, Wellbeing webinars, Annual Wellbeing day
- 25 days paid vacation (plus 1 extra day for every year of employment up to a maximum of 30 days)
- Healthcare premiums 100% paid by employer for majority of plans including family, dental and vision
- Competitive commission structure
- Eligible for Transaction Bonus