PandaDoc · 3 weeks ago
Senior Analyst, Revenue Strategy & Insights (CX)
United States
Full-time
Remote
Mid, Senior Level
$120K/yr - $160K/yr
3+ years expPandaDoc is a company that empowers organizations with document workflow automation. The Senior Analyst, Revenue Strategy & Insights role focuses on analyzing revenue metrics and streamlining reporting processes to support strategic decisions and enhance growth objectives.
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
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
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
Preferred
Compensation experience is a plus
Leverages AI; enjoys automating comprehensive tasks
Benefits
Employees may be able to purchase company stock (or receive annual bonuses)
Employees (and their families) may enroll in the company's medical, dental, vision, short & long-term disability, life insurance, FSA and 401k plans.
Employees will also receive 13.34+ hours of paid time off per month
6 self-care days
Birthday PTO day
12 company-paid holidays off per year
Company
PandaDoc
PandaDoc enables users to create, deliver, and manage their teams’ quotes, proposals, contracts, and other sales collateral.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$56.94MKey Investors
Indico Capital PartnersOne PeakRembrandt Venture Partners
2025-12-16Series Unknown· $5.88M
2021-09-22Series C
2020-08-05Series B· $30M
Leadership Team
Mikita Mikado
CEO
Sergey Barysiuk
CTO, co-founder
Recent News
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-18
Tech Startups - Tech News, Tech Trends & Startup Funding
2025-12-18
Company data provided by crunchbase