Senior Revenue Operations Analyst

OVERVIEW

Revenue Operations at PowerPlan is a small, high-ownership team that supports the full commercial organization—Sales, Customer Success, and Marketing. This role sits at the center of that work: owning the analytics, data infrastructure, and operational processes that keep the revenue engine running across all three functions. The initial focus will be in Customer Success, where the team has the most immediate need, but the scope of this role is intentionally broader. You will build the systems, reporting, and governance that enable leadership across the business to make confident, data-driven decisions. This is an opportunity to grow alongside a RevOps function that is actively maturing—and to help shape what it becomes.

COMPANY

PowerPlan provides enterprise financial software solutions that help organizations manage complex accounting, tax, and asset management challenges. We serve leading companies across regulated industries, delivering tools that improve compliance, forecasting, and operational efficiency. Our culture values collaboration, innovation, and continuous improvement—making PowerPlan an exciting place to grow your career while driving measurable impact.

KEY PERFORMANCE OBJECTIVES (First 12 Months)

1. Establish Customer Data Integrity Across Commercial Systems (First 90 Days)

Outcome: Any stakeholder—CS, Sales, or Finance—can open a Salesforce account record and see a complete, accurate picture: ARR, renewal date, pipeline stage, health indicators, and ownership. Within the first 90 days, this role has assessed the current state of account data in Salesforce, identified gaps, and driven the work needed to make that view complete and reliable.

Impact: A single source of truth in Salesforce eliminates the lag, version risk, and manual effort of maintaining a parallel spreadsheet. When ARR, renewals, and account health live in one place, every team is working from the same data—and every report, forecast, and executive conversation is built on a foundation that can be trusted.

How: Audit existing account data across source systems, identify gaps, and work cross-functionally to get ARR and renewal pipeline accurately reflected in Salesforce. Define governance standards that keep records current. Document what you build so the account view is durable and maintainable by the team.

2. Build and Operationalize Priority Reporting Across Commercial Functions (First 120 Days)

Outcome: A core set of CS-facing reports and dashboards are live in Salesforce and Clari, actively used by CS leadership, and refreshing on a defined cadence—including renewal pipeline views, churn and NRR/GRR reporting, at-risk account dashboards, and a rolling multi-year renewal horizon.

Impact: Leadership across Sales, CS, and Finance cannot act on risk they cannot see. Consistent, current reporting replaces reactive fire drills with a structured operating rhythm and establishes RevOps as a credible, reliable partner across the commercial organization.

How: Work with stakeholders across CS, Sales, and Finance to understand what decisions each report needs to support, then build accordingly in Salesforce and Clari. Establish refresh cadences aligned to each team’s operating calendar. In the first 120 days, prioritize the Customer Success reporting suite—renewal horizon view, at-risk dashboard, and NRR/GRR reporting—before expanding coverage.

3. Support Commercial Technology Transitions (First 6 Months)

Outcome: RevOps provides effective operational support for CS platform transitions as they occur—including implementation of new tools for customer success management and/or customer feedback programs—ensuring data continuity, reporting readiness, and minimal disruption to CS workflows.

Impact: Technology transitions create risk if RevOps is not involved early in requirements definition, data design, and go-live readiness. Early involvement protects the integrity of the reporting and governance infrastructure this role is responsible for maintaining across all commercial systems.

How: Partner with Customer Success leadership and system administrators to define requirements, support tool selection and implementation, and build reporting infrastructure once platforms are live. The CS team owns content, relationships, and execution; you own the data infrastructure and operational workflow for whatever lands in RevOps scope.

4. Drive Forecasting Accuracy & Executive Reporting Excellence (First 6–9 Months)

Outcome: Forecasting views in Clari are live and actively supporting leadership across Sales and CS through monthly and quarterly review cadences. All pipeline, renewal, and churn reporting for executive reviews is structured, repeatable, and meets audit and forecasting requirements.

Impact: Forecast accuracy is a shared responsibility across Sales and CS. Whether it is new business pipeline or multi-year renewal exposure, leadership needs a single, reliable view. Executive confidence in the numbers depends on how well this infrastructure is built and maintained.

How: Design and maintain pipeline and renewal forecasting views in Clari aligned to how Sales and CS run their respective review cadences. Partner with Finance to align forecasting inputs, validate data integrity, and implement durable reporting processes. Support established forecast review cadences across both functions.

5. Drive Proactive Process Improvement Across RevOps Scope (Ongoing)

Outcome: At least one recurring manual workflow or ad hoc reporting request has been converted into a documented, repeatable, or self-service process by the end of the first year. The team is measurably more scalable because of work this role initiated, not just completed.

Impact: A team this size cannot grow by doing more of the same things manually. The value of a strong analyst is not just task execution—it is noticing when a recurring request is actually a process waiting to be designed, and building it.

How: Track patterns in incoming requests. When the same question comes in from CS, Finance, or Sales more than once, treat it as a signal. Surface the observation, propose a solution, and see it through to implementation. Document everything you build so others can operate it without you. This is not a separate project—it is a habit embedded in how you do the rest of the job.

WHAT YOU BRING

• 3–5 years in Customer Success Operations, Sales Operations, Revenue Operations, FP&A, or Business Operations.
• Strong understanding of SaaS financial metrics (ARR, renewal math, uplifts, escalators, churn, saves).
• Experience with Salesforce reporting required; familiarity with revenue forecasting platforms such as Clari is a strong plus.
• Experience with customer success platforms (purpose-built CS tools or Salesforce-native CS operations). Specific platform experience matters less than understanding what good CS data infrastructure looks like.
• Ability to build dashboards (Power BI a plus).
• Comfort with AI tools and automation for insight generation and workflow scaling.
• Exceptional attention to detail and a track record of building repeatable processes.
• Confident communicator who can partner with CS, Sales, Finance, and Executives.
• Proactive by default—you surface gaps before they become problems, notice when recurring requests signal a process that needs to be built, and document what you create so the team does not depend on your memory.
• Bias for action, improvement, and building for future scalability and needs.

PowerPlan is an EOE

Applicant and Candidate Privacy Notice

Please note that this is a hybrid role that involves a combination of onsite work from our corporate office as well as work from home. While we strive to accommodate flexible working arrangements when sensible, there will be times when onsite work is required. This could include scheduled office days, team meetings, client meetings, or special events.