Operations Analyst – Data & Revenue Operations

The Operations Analyst – Data & Revenue Operations will take ownership of manual, data and revenue operations tasks, including account lookups, content mapping updates, carrier reconciliation data entry, reference documentation, carrier commission reconciliation, and production report support. This role is foundational, learning SPG’s data architecture, carrier relationships, revenue operations, and insurance operations while executing essential validation, data entry, reconciliation, and reporting tasks.

Key responsibilities include data operations, revenue operations & reconciliation, production report support, and forecasting. The analyst will also maintain and update monthly revenue forecast models, flag one-time or non-recurring payments for leadership review, and keep forecast assumptions organized and documented.

An ideal candidate will be detail-oriented, analytical, and energized by problem-solving in a complex data environment. The role requires a strong commitment to data accuracy and completeness, proficiency in Microsoft Excel, and experience with databases or data tools.

• Bachelor’s degree or higher
• 1-2 years’ experience in operations, data entry, business analysis, finance, or a related role (preferred but not required)
• Detail-oriented with a strong commitment to data accuracy and completeness
• Proficiency in Microsoft Excel (pivot tables, basic formulas) and experience with databases or data tools
• Comfort with CRM systems or willingness to learn Salesforce quickly
• Comfort working with financial/commission data; exposure to revenue reconciliation or accounting concepts is a plus
• Strong organizational and time-management skills; ability to prioritize and meet deadlines
• Effective communicator with ability to document findings clearly and present data to non-technical stakeholders
• Analytical mindset with curiosity about data and process improvement
• Self-starter who thrives with minimal oversight, comfortable with ambiguity and continuous change in a fast-paced, startup-style environment
• Ability to work 100% remote and manage time independently
• Team-oriented mindset with willingness to support cross-functional initiatives
• Interest in growing toward analytics, revenue operations, data governance, or operations leadership

• Comprehensive health benefits
• Retirement savings matching
• Company-paid life and disability plans
• Generous paid time off
• Paid parental leave
  
  Wellbeing program designed to support real work/life balance
• Structured training, licensing support, and ongoing development opportunities
• Competitive pay

A foundational analyst role executing data, reconciliation and reporting tasks while learning the revenue operations setup, with forecasting work added over time.

Shape of the role: strongly execution; strongly individual contributor.

Core capabilities: Excel pivot tables and basic formulas, carrier and commission data reconciliation and high-accuracy data entry and validation.

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Tagged as:
Excel, Forecasting, Salesforce