Revenue Insights Analyst, Sales and Marketing

OpenLoop

. Build and maintain dashboards and reports across the GTM funnel, from top-of-funnel acquisition through pipeline, conversion, and retention .

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis and revenue operations, with a strong focus on building and maintaining dashboards and reports that drive data-driven decision-making across Marketing, Sales, and Customer Success. Proficient in SQL and familiar with BI tools like Tableau and Looker, alongside a solid understanding of SaaS revenue metrics.

Highest-signal resume keywords

SQL SkillsTableau Dashboard DevelopmentRevenue Operations ExperienceSaaS Revenue Metrics UnderstandingData Storytelling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLData AnalysisDashboard DevelopmentData ValidationScenario ModelingFunnel Performance AnalysisRevenue Efficiency InsightsPipeline ReportingCustomer Health AnalysisCampaign Performance Analysis

Soft Skills

Detail-OrientedProactiveIntellectually Curious

Tools & Technologies

TableauLookerSalesforceHubSpot

Industry Keywords

B2B SaaSRevenue MetricsConversion RatesChurnNet Revenue RetentionCustomer Acquisition CostLifetime Value

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Build and maintain dashboards and reports across the GTM funnel, from top-of-funnel acquisition through pipeline, conversion, and retention
Analyze funnel performance and trends to identify conversion bottlenecks, drop-off points, and improvement opportunities across Marketing, Sales, and Customer Success
Partner with RevOps leadership to support forecasting and planning with clean, reliable data analysis and scenario modeling
Identify opportunities to improve revenue efficiency through insights on pipeline quality, campaign performance, rep productivity, and customer health
Deliver clear, concise insights to leadership through weekly pipeline reports, QBR packages, and ad hoc analyses
Partner with the Revenue Intelligence team to identify data quality issues, validate analysis inputs, and ensure insight integrity
Help Marketing, Sales, and Customer Success teams make data-driven decisions and build scalable self-serve reporting infrastructure

Requirements

What you’ll need

5–7+ years of experience in analytics, revenue operations, or a data-heavy business intelligence role, ideally at a B2B SaaS company
Strong SQL skills
Experience building reports and dashboards in Tableau, Looker, or equivalent BI tools
Solid understanding of SaaS revenue metrics: pipeline, ARR, conversion rates, churn, NRR, CAC, LTV
Experience working with Salesforce and/or HubSpot data
Exceptional data storytelling skills
Detail-oriented with strong data validation instincts
Proactive and intellectually curious

Benefits

Comp & perks

Flat organizational structure
Autonomy, Competence and Belonging-focused work environment