Acrisure · 15 hours ago
Revenue Operations Analyst
Oklahoma City, OK
Full-time
Hybrid
Entry, Mid Level
2+ years expAuris, now part of Acrisure, is a payroll and HR partner for small and medium-sized businesses. The Revenue Operations Analyst will support sales, marketing, and customer success operations through data analysis, reporting, and process improvement, working closely with cross-functional teams to enhance revenue processes.
Financial ServicesInsuranceInsurTech
Responsibilities
Build, maintain, and enhance dashboards and reports in Salesforce, Power BI, Tableau, and Excel to support revenue forecasting, pipeline visibility, and performance tracking
Analyze sales, marketing, and customer data to identify trends, risks, and opportunities across the revenue lifecycle
Support day-to-day Salesforce operations, including data hygiene, basic configuration, report creation, and user support
Partner with Sales, Marketing, Finance, and Customer Success teams to understand reporting needs and translate business questions into data insights
Assist with revenue forecasting, pipeline reviews, and KPI tracking
Document processes, definitions, and reporting logic to ensure consistency and scalability
Support ad hoc analysis and special projects related to revenue growth and operational efficiency
Help identify opportunities to improve tools, workflows, and data quality across revenue systems
Qualification
Required
Bachelor's degree in Business, Analytics, Finance, Economics, Information Systems, or a related field (or equivalent practical experience)
2–5 years of experience in an analytics, operations, or revenue-focused role (internships or relevant project experience considered)
Strong proficiency in Excel (e.g., pivot tables, lookups, basic formulas)
Experience using at least one BI tool such as Power BI or Tableau
Basic understanding of sales and revenue concepts (pipeline, forecasting, trends, etc.)
Ability to work independently in a remote environment while collaborating with cross-functional teams
Willingness and ability to travel up to 20% as needed
Preferred
Hands-on experience with Salesforce, including reporting and dashboards (preferred)
Strong analytical and problem-solving skills with the ability to translate data into actionable insights
Attention to detail and a high standard for data accuracy and consistency
Clear written and verbal communication skills, with the ability to explain data to non-technical audiences
Curiosity and a desire to continuously learn new tools, systems, and revenue concepts
Ability to manage multiple priorities and meet deadlines in a fast-moving environment
Basic experience with data modeling, SQL, or automation tools is a plus, but not required
Collaborative mindset and comfort working with Sales, Marketing, Finance, and Customer Success stakeholders
Benefits
Comprehensive medical insurance
Dental insurance
Vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
A complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave
Paid paternity leave (including for adoptive parents)
Legal plan options
Pet insurance coverage
Company
Acrisure
Acrisure offers financial services solutions for insurance, reinsurance, real estate, cyber services, and asset and wealth management.
10001+ employees
H1B Sponsorship
Acrisure has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (2)
Funding
Current Stage
Late StageTotal Funding
$11.37BKey Investors
Bain Capital Special SituationsAbu Dhabi Investment AuthorityBDT & MSD Partners
2025-06-06Debt Financing· $550M
2025-05-20Private Equity· $2.1B
2024-06-05Debt Financing· $1.6B
Leadership Team
Greg Williams
Co-Founder, Chairman & CEO
Mark Wassersug
Chief Technology Officer
Recent News
Company data provided by crunchbase