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PowerPlan, Inc. · 1 day ago

Revenue Operations Analyst

US-GA-Atlanta

Full-time

Hybrid

Mid, Senior Level

2+ years exp

PowerPlan, Inc. provides enterprise financial software solutions and is seeking a Revenue Operations Analyst to strengthen the operational backbone of Customer Success. This role involves owning analytics, processes, and governance to ensure renewal accuracy and actionable customer health insights, collaborating with various leadership teams to drive operational efficiency.

AccountingSoftware

Responsibilities

Achieve 100% accuracy in ARR and renewal data across Salesforce and Gainsight

Deliver consistent, audit-ready renewal reporting for MBRs and executive reviews

Conduct monthly ARR reviews, validate escalators and uplift calculations, and implement durable processes for renewal forecasting

Build and maintain dashboards that accurately highlight churn risk, asset-at-risk, and renewal progression

Produce structured reporting on pushes/saves and summarize impact for forecast submissions

Partner with CS leadership to refine Risk & Churn files, create Power BI dashboards, and ensure reporting consistency for MBRs and quarterly reviews

Improve the existing NPS process by reducing manual effort and leveraging Gainsight for automation and structured reporting

Ensure timely survey execution, accurate theme tagging, and actionable insights for leadership

Audit the current NPS workflow, streamline manual steps, and configure Gainsight for automated sends, tagging, and reporting

Achieve 100% accuracy for ARR, renewal, and CS-related data across Salesforce and Gainsight by implementing scalable governance processes and automations

Audit existing data structures, define requirements for new fields and reporting, and collaborate with system admins to implement automations that replace manual work

Achieve 100% accuracy in renewal and churn reporting for executive reviews by consolidating CS insights into structured, repeatable artifacts

Qualification

Customer Success OperationsSaaS financial metricsSalesforce reportingGainsight experiencePower BIAI toolsAutomationConfident communicatorBias for actionAttention to detail

Required

2–5+ years in Customer Success Operations, FP&A, Revenue Operations, or Business Operations

Strong understanding of SaaS financial metrics (ARR, renewal math, uplifts, escalators, churn, saves)

Experience with Salesforce reporting

Gainsight experience required; admin experience preferred

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

Bias for action, improvement, and building for future scalability and needs

Company

PowerPlan, Inc.

Glassdoor4.0

PowerPlan’s award-winning integrated platform gives key stakeholders in accounting, tax, finance, operations, IT and regulatory the clarity they need to make decisions that improve corporate performance.

Founded in 1994

Atlanta, Georgia, USA

201-500 employees