Revenue Operations Analyst (EverPro, Planning & Forecasting)
Requirements
• 5 + years of experience in revenue planning, forecasting, Sales Operations, RevOps, or Finance within a SaaS environment. Experience in high-velocity SMB SaaS businesses a plus,
• Bachelor’s degree in Business, Finance, or a related field; or equivalent practical experience,
• Advanced Excel and modeling skills and including capacity models, bookings models, and scenario analysis,
• Understanding of full GTM lifecycle dynamics (Marketing → Sales → Expansion → Churn),
• Strong hands-on experience with Salesforce, including use of forecasting and planning tools such as Salesforce Forecasting, Clari, or similar platforms,
• Strong cross-functional collaboration, sound judgment, and attention to detail, with the ability to communicate insights clearly,
• Ability to synthesize complex data into clear insights for executive audiences
What the job involves
• EverPro is seeking a highly analytical, business-oriented Revenue Operations Analyst to support Go-To-Market (GTM) planning, forecasting, and performance insights,
• Reporting to the Director of Planning & Insights, this role blends analytics, forecasting, and planning to provide leadership with clear visibility into performance, risks, and opportunities that support scalable, data-driven growth,
• You will own consolidated GTM forecasting inputs and outputs across brands, segments, and motions, serving as a central point of coordination for revenue outlooks and performance expectations,
• Partnering closely with Sales, Marketing, Customer Success, Finance, and their Operations teams, you will help align assumptions, standardize methodologies, and drive structured operating cadences across the GTM organization,
• Serve as a key member of the Revenue Operations team, supporting standardization of planning, forecasting, and performance measurements across the GTM organization,
• Own the consolidated GTM forecasts across brands, segments, and motions, including monthly, quarterly, and annual views,
• Manage GTM forecasting and performance cadences, including weekly forecasts, Monthly Business Reviews (MBRs),
• Analyze forecast performance and accuracy, pressure-testing assumptions through historical trends, prior-year comparisons, scenario analysis, and sensitivity modeling to identify risks, gaps, and confidence levels,
• Partner with Finance to align bookings forecasts with revenue expectations and understand downstream impacts on budget, expense planning, and overall financial outlook,
• Support Annual Operating Plan (AOP) and budget planning by building and maintaining models that inform bookings targets, capacity assumptions, productivity expectations, and scenario-based tradeoffs,
• Partner with Sales, Marketing, and Customer Success Operations to consolidate performance inputs, validate assumptions, and surface key drivers impacting results,
• Develop executive-ready narratives, presentations, and analytics that synthesize complex data into clear insights, risks, and decision points,
• Identify gaps in data, process, or inputs and recommend improvements to enhance forecast accuracy, scalability, and GTM alignment
• 5 + years of experience in revenue planning, forecasting, Sales Operations, RevOps, or Finance within a SaaS environment. Experience in high-velocity SMB SaaS businesses a plus,
• Bachelor’s degree in Business, Finance, or a related field; or equivalent practical experience,
• Advanced Excel and modeling skills and including capacity models, bookings models, and scenario analysis,
• Understanding of full GTM lifecycle dynamics (Marketing → Sales → Expansion → Churn),
• Strong hands-on experience with Salesforce, including use of forecasting and planning tools such as Salesforce Forecasting, Clari, or similar platforms,
• Strong cross-functional collaboration, sound judgment, and attention to detail, with the ability to communicate insights clearly,
• Ability to synthesize complex data into clear insights for executive audiences
What the job involves
• EverPro is seeking a highly analytical, business-oriented Revenue Operations Analyst to support Go-To-Market (GTM) planning, forecasting, and performance insights,
• Reporting to the Director of Planning & Insights, this role blends analytics, forecasting, and planning to provide leadership with clear visibility into performance, risks, and opportunities that support scalable, data-driven growth,
• You will own consolidated GTM forecasting inputs and outputs across brands, segments, and motions, serving as a central point of coordination for revenue outlooks and performance expectations,
• Partnering closely with Sales, Marketing, Customer Success, Finance, and their Operations teams, you will help align assumptions, standardize methodologies, and drive structured operating cadences across the GTM organization,
• Serve as a key member of the Revenue Operations team, supporting standardization of planning, forecasting, and performance measurements across the GTM organization,
• Own the consolidated GTM forecasts across brands, segments, and motions, including monthly, quarterly, and annual views,
• Manage GTM forecasting and performance cadences, including weekly forecasts, Monthly Business Reviews (MBRs),
• Analyze forecast performance and accuracy, pressure-testing assumptions through historical trends, prior-year comparisons, scenario analysis, and sensitivity modeling to identify risks, gaps, and confidence levels,
• Partner with Finance to align bookings forecasts with revenue expectations and understand downstream impacts on budget, expense planning, and overall financial outlook,
• Support Annual Operating Plan (AOP) and budget planning by building and maintaining models that inform bookings targets, capacity assumptions, productivity expectations, and scenario-based tradeoffs,
• Partner with Sales, Marketing, and Customer Success Operations to consolidate performance inputs, validate assumptions, and surface key drivers impacting results,
• Develop executive-ready narratives, presentations, and analytics that synthesize complex data into clear insights, risks, and decision points,
• Identify gaps in data, process, or inputs and recommend improvements to enhance forecast accuracy, scalability, and GTM alignment