Revenue Analytics & Sales Process Analyst

The Revenue Analytics & Sales Process Analyst will build the company's revenue operating foundation by connecting sales activity, business processes, CRM data, and performance analytics.

The person in this seat will design the reporting environment, stand up and own the CRM, automate the manual steps in the lead-to-client lifecycle using AI connectors, skills, agents, and workflows, and support inbound and outbound pipeline activity directly to support compliance supervision across different functions.

This is a build role. Success depends less on operating an existing system than on constructing one from fragmented inputs and then documenting it well enough that the company can rely on it.

• Build the company's reporting structure from the ground up, integrating CRM, accounting, and operational data sources to replace fragmented manual reporting.
• Analyze pipeline, sales activity, conversion, and revenue performance across all business lines implementing heightened compliance supervision and procedures according to regulations and internal policies.
• Define and monitor revenue and operational KPIs, including conversion rates by stage and source, sales cycle length, activity-to-outcome ratios, and revenue per client.
• Design and maintain executive dashboards and a standing weekly and monthly reporting cadence for leadership.
• Translate performance into drivers, risks, and recommended actions rather than reporting figures alone.
• Produce client- and segment-level forecasts using historical activity, seasonality, and behavioral patterns to support revenue planning. Separate it by business lines, activities, and department
• Analyze client, product, and territory performance to surface declining relationships, portfolio gaps, dormant accounts, and growth opportunities.
• Identify pipeline bottlenecks, missed follow-ups, and stalled opportunities, and quantify what they cost.

• Own the CRM as the system of record for leads, opportunities, clients, and revenue.
• Configure and maintain pipeline stages, deal properties, lifecycle stages, custom fields, and required-field logic so that reporting is possible in the first place.
• Migrate and reconcile data from existing spreadsheets, email, and legacy systems into the CRM, resolving duplication and gaps in the process.
• Design and enforce data standards: deduplication, naming conventions, ownership assignment, source attribution, and required data at each stage transition.
• Manage the client list — segmentation, tiering, relationship mapping, and identification of cross-sell and re‑engagement candidates across the company's affiliated business lines.
• Build reporting objects and revenue tracking inside the CRM so leadership can self‑serve routine questions.
• Train users on the CRM process and hold the team to the data‑entry standards the reporting depends on.
• Implement systems for client documentation, privacy recordkeeping, updates info, and disclosures and communication review and archive.

• Design and implement automated processes using AI connectors, skills, agents, and workflows to remove manual work from the revenue cycle.
• Build and maintain connectors between the CRM and adjacent systems — email, calendar, document storage, e‑signature, marketing, and accounting — so data flows without re‑keying creating a traceable log of information flows and reports, while maintaining total privacy and security in connection and data.
• Develop reusable AI skills for recurring tasks: lead research and enrichment, meeting note capture and summarization, follow‑up drafting, data hygiene checks, list segmentation, and report narrative generation.
• Deploy agents for…