Revenue Data & Insights Analyst
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2025-12-20
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IT/Tech
Data Analyst, Data Science Manager, Business Systems/ Tech Analyst
Why Software One?
Software One and Crayon have come together to form a global, AI-powered software and cloud solutions provider with a bold vision for the future. With a footprint in over 70 countries and a diverse team of 13,000+ professionals, we offer unparalleled opportunities for talent to grow, make an impact, and shape the future of technology. At the heart of our business is our people.
We empower our teams to work across borders, innovate fearlessly, and continuously develop their skills through world-class learning and development programs. Whether you're passionate about cloud, software, data, AI, or building meaningful client relationships, you’ll find a place to thrive here. Join us and be part of a purpose-driven culture where your ideas matter.
Job Summary
Revenue Data & Insights Analyst is the analytical backbone of NORAM Revenue Operations. This role owns the design, governance, and delivery of performance insights that help 200+ sellers, managers, and executives make better decisions, faster.
The role will develop and maintain dashboards, KPI frameworks, and predictive analytics that drive pipeline quality, forecast accuracy, Golden Thread (unified sales process) adoption, segmentation performance, and customer value realization across Microsoft, AWS, IT X M, and Multivendor motions.
This role is highly cross-functional and is essential to the transformation of Software One, enabling consistent forecasting, unified sales cadences, and data-driven performance management as a result of the integration of Software One and Crayon.
Revenue Data & Insights Analyst is a remote position.
Role & Responsibilities Sales Analytics & Insights (45%)- Build and maintain actionable dashboards in Power BI/CRM that support forecasting, pipeline health, seller scorecards, and Golden Thread/unified revenue process adoption.
- Design and publish weekly/monthly insights packages for frontline managers and NORAM leadership.
- Identify trends, risks, and opportunities that impact regional attainment, revenue forecasts, and capacity models.
- Build predictive indicators (e.g., early risk detectors, velocity models, churn risk, expansion propensity).
- Analyze customer segment performance, territory potential, and workload penetration (Azure, M365, AWS, Fin Ops).
- Handle adhoc data requests from key stakeholders.
- Develop systems to manage repetitive requests through self-service, AI-enabled processes, or operationalized processes.
- Own data hygiene processes for CRM, Outreach, and revenue systems; create automated data checks and quality scorecards.
- Partner with Global Rev Ops, IT, and Data teams to align definitions, KPIs, and reporting standards.
- Ensure seamless data continuity through territory changes, segmentation shifts, mergers, and forecast methodology updates.
- Identify use cases for AI and deploy its use to improve processes and enhance sales system hygiene.
- Translate the Golden Thread/unified revenue process into measurable leading indicators across meetings, behaviors, and opportunity progression.
- Design and maintain role-based KPI scorecards for AMs, DAMs, Hunters, BD teams, Specialists, and Sales Managers.
- Provide data-driven recommendations that directly influence sales coaching, prioritization, and resource allocation.
- Support NORAM strategic planning, QBRs, capacity modeling, and Regional Leadership Team reporting.
- Partner with Revenue Operations Manager on attainment modeling, quota setting assumptions, and forecast validation.
- Provide insights that shape GTM decisions related to Microsoft priorities, cloud migration patterns, and AI adoption trends.
(First 6 Months)
- A standardized set of NORAM KPIs is defined, adopted, and used by leadership weekly.
- Manager-facing forecast/pipeline dashboards become the single source of truth.
- Golden Thread insights are measurable and used for coaching.
- Pipeline hygiene and forecast accuracy improve by 10–20%.
- Data integrity increases via automated checks and governance processes.
- Monthly NORAM…
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