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PandaDoc · 3 days ago

Senior Analyst, Revenue Strategy & Insights (CX)

United States

Full-time

Remote

Mid, Senior Level

$120K/yr - $160K/yr

3+ years exp

PandaDoc is a company that empowers organizations by automating document workflows. The Senior Analyst, Revenue Strategy & Insights role focuses on analyzing revenue metrics and optimizing go-to-market strategies to support data-informed decision-making across various teams.

Contact ManagementDocument ManagementE-SignatureSaaSSales AutomationSoftware

Responsibilities

Collaborate with Sales, Marketing, Customer Experience, Finance, Data, and Product leadership to provide compelling, comprehensive insights that drive strategic decisions

Be an expert in revenue performance metrics and support critical decision-making by analyzing and presenting key trends (e.g. ARR, NDR, churn, pipeline health, CAC, etc.) with a clear narrative/perspective

Build scenario models for ambiguous projects, initiatives

Standardize reporting and analyses to ensure consistency across revenue teams, such as owning the Executive M/QBR cadence

Identify gaps in current processes and recommend improvements to enhance efficiency and scalability

Partner with the Finance team to manage and improve the planning process and insights

Partner with the Data team to develop and maintain comprehensive dashboards and reports to provide real-time visibility into revenue performance

Qualification

Revenue OperationsData AnalysisData VisualizationSQLAdvanced ExcelSales & CX WorkflowsAutomationCommunication SkillsOrganizational SkillsProblem Solving

Required

3+ years of experience in Revenue Operations, FP&A, Finance, Strategy, or a related role, in a high-growth SaaS or subscription-based company; compensation experience is a plus

Solutions-oriented professional with a proven track record of analyzing complex data sets and delivering actionable insights to senior leadership

Excellent communication and presentation skills, with the ability to translate elaborate data or processes into clear, concise insights

Highly organized and detail-oriented, capable of managing multiple projects in a fast-paced environment

Advanced Excel; high proficiency in data visualization (e.g., Hex, PowerBI, Tableau)

Proficient in SQL

Thorough understanding of Sales & CX workflows and reporting

Leverages AI; enjoys automating comprehensive tasks