Revenue Operations Analyst

Brex Brex · Fintech · New York, NY +4 · Remote · Sales

This role is for a Revenue Operations Analyst at Brex, an AI-native finance platform. The analyst will support revenue growth by providing reporting, analytical insights, and process improvements. Responsibilities include creating dashboards, monitoring pipeline health, running deep dive analyses, and supporting operational solutions. The role requires experience in revenue operations or similar fields, strong analytical and modeling skills, and SQL/CRM experience. Familiarity with AI for analytics is a plus.

What you'd actually do

  1. Create and update dashboards, reports, and presentations to give revenue leaders and operations partners the data they need to run their businesses
  2. Proactively identify opportunities to provide additional reporting or analytical clarity to better understand business performance
  3. Monitor pipeline health and funnel conversion metrics, surfacing trends and anomalies to sales and revenue operations leadership
  4. Run deep dive analyses to identify challenges and opportunities within the business
  5. Partner with Revenue Operations business partners and revenue leaders to support the design, implementation, documentation, and success tracking of operational solutions

Skills

Required

  • 1-3+ years of experience in revenue operations, sales strategy, business operations, sales finance, or similar; preferably at a Fintech or SaaS company
  • Analytical mindset with a desire for high data precision and accuracy
  • Excellent written and verbal communication skills
  • Comfortable working cross-functionally and managing requests from multiple stakeholders simultaneously
  • Self-motivated and able to run with projects autonomously with moderate oversight
  • Strong spreadsheet and modeling skills
  • Basic to moderate SQL skills with experience in data visualization tools (Looker or Hex experience a plus)
  • Comfortable working within CRM data models to extract, report on and interpret data (Salesforce preferred)
  • Meticulous attention to detail, including in documentation

Nice to have

  • Exposure to sales compensation methodologies and tracking
  • Experience supporting revenue annual planning cycles
  • Knowledge of revenue recognition principles and finance systems
  • Familiarity with marketing platforms such as Qualified or Leandata, sales engagement platforms like Outreach or Nooks, and sales management platforms such as Atrium or Gong.
  • Experience leveraging AI for analytics or process optimization

What the JD emphasized

  • analytical mindset
  • analytical insights
  • analytical clarity
  • deep dive analyses
  • analytical skills