Revenue Operations Analyst Full Time NEW

Advanced Salesforce is required

This role is responsible for maintaining accurate revenue forecasting, backlog management, and operational reporting for the Education business. The position requires strong ownership of recurring reporting cycles (daily, weekly, monthly, quarterly), cross‐functional coordination, and meticulous management of Workfront and Salesforce data to ensure revenue accuracy and visibility for Finance, Sales, and Delivery teams.

Key Responsibilities

• Revenue Recognition Management: Execute daily opportunity targeting and complete revenue recognition tasks in Workfront
• Financial Reporting & Analysis: Maintain and update multiple revenue reports including backlog summaries, valuation assessments, CME and Patient Education pacing reports, and quarter-end projections
• Risk & Opportunity Management: Monitor and process project risks and accelerations; track impact on quarterly revenue; maintain on-hold project reports
• Data Integrity & System Alignment: Ensure consistency between Workfront and Salesforce; verify revenue terms and deliverable spreads; conduct system cleanup for monthly close
• Stakeholder Reporting: Prepare revenue meeting decks, provide Finance with monthly valuations, and deliver quarterly performance analytics (discounting trends, product reports, revenue projections)
• Process Compliance: Track missing paperwork for project launches; follow up on date change implementations; maintain pipeline accuracy

Required Skills

• Technical Proficiency: Advanced Salesforce and Workfront expertise (or similar project/CRM systems) ; strong Excel/spreadsheet capabilities
• Financial Acumen: Revenue recognition principles; financial analysis and forecasting; understanding of guarantee-based revenue models
• Data Management: Data reconciliation and validation; report building and automation; trend analysis
• Communication: Ability to translate complex financial data into actionable insights for cross-functional teams
• Project Coordination: Multi-project tracking; deadline management across varying cadences (daily through quarterly)

Candidate Attributes

• Exceptional Organizational Skills: Must manage multiple concurrent reports and deadlines with varying frequencies
• Detail-Oriented: High accuracy required for revenue recognition and data reconciliation
• Analytical Mindset: Ability to identify patterns, assess impacts, and provide insights from data
• Proactive & Self-Directed: Operates independently with minimal supervision; anticipates needs
• Process-Driven: Follows established workflows while identifying opportunities for improvement
• Persistent Follow-Through: Ensures completion of tasks requiring multi-day tracking and validation
• Adaptable: Comfortable working in fast-paced environment with shifting priorities
• Collaborative: Works effectively across Finance, Sales, and Operations teams