Revenue Systems & Reporting Analyst
2 days ago
Birmingham
The Revenue Systems & Reporting Analyst is a role combining CRM administration, reporting & analytics, and core revenue operations support. This position is ideal for a junior-mid level candidate who is highly analytical, tech-savvy, and excited to build processes, dashboards, and CRM workflows that scale. This role will support the Revenue Operations Director by: • building performance dashboards, • maintaining and improving data integrity, • supporting CRM configuration and user onboarding, • providing field support and training, • ensuring RevOps processes run smoothly This is a hands-on execution role that will play a critical part in LW’s CRM implementation, reporting buildout, and adoption of new commercial processes as the company scales. Key Responsibilities: 1. Reporting, Dashboards & Analytics • Build and maintain performance dashboards for BDMs, Sales Directors, GMs, and Executive Leadership., • Develop weekly, monthly, and quarterly reporting packages., • Analyze pipeline health, activity metrics, conversion rates, and attainment., • Create ad hoc analyses supporting strategic decisions (pricing, targets, capacity, etc.)., • Maintain the reporting logic and definitions for the commercial team., • Partner with RevOps Director to prepare materials for sales reviews and PE reporting. 2. CRM Support, Configuration & User Enablement • Assist in CRM setup, configuration, and ongoing optimization (fields, layouts, workflows, automations)., • Support system integrations (Constant Contact, Scout-Lead Generation Tool, Proposify, Future CRM)., • Maintain user access, permissions, profiles, and data hygiene rules., • Assist in onboarding new users and delivering CRM training sessions., • Serve as the first line of support for field reps needing CRM help or troubleshooting., • Document CRM processes and maintain SOPs. 3. Data Management & Integrity • Perform regular data audits (ownership, attribution, opportunity stages, dates, territory alignment)., • Support data cleansing, deduplication, and enrichment efforts., • Manage data imports, exports, and transformations needed for reporting., • Partner with Finance and IT to ensure data consistency across systems., • Assist with data migration during CRM rollout and future M&A events. 4. Sales Operations Support • Maintain territory models, account assignments, and rules of engagement., • Process territory and account changes due to staffing updates or acquisitions., • Support compensation tracking and performance scorecards., • Help maintain RevOps documentation, process maps, and playbooks., • Assist with forecasting and pipeline analysis as requested. 5. Process Improvement & Scaling • Help implement scalable workflows for leads, opportunities, routing, and reporting., • Identify process gaps and recommend improvements to drive execution consistency., • Support automation initiatives to reduce manual work across Sales and RevOps., • Participate in vendor evaluations and technology rollouts., • Support change management by reinforcing training, usage, and adoption. Required Qualifications • Bachelor’s degree in Business, Analytics, Information Systems, or related field., • 2–4 years in Revenue Operations, Sales Operations, Business Analytics, or CRM support., • Strong Excel skills (PivotTables, XLOOKUP, formulas, basic modeling)., • Experience working with CRM tools (HubSpot, Salesforce, or similar)., • Strong analytical and troubleshooting skills., • Excellent attention to detail and commitment to data accuracy., • Ability to explain data and systems concepts to non-technical users., • Comfortable working independently in a fast-paced environment. Preferred Qualifications • Experience with CRM configuration or administration., • Familiarity with BI tools (Power BI, Tableau, or similar)., • Experience in B2B services, field services, or multi-location environments., • Exposure to compensation tracking and quota models., • Prior experience supporting CRM transitions or new system implementations., • Basic understanding of APIs, integrations, or data flow concepts.