Job Description

The

Revenue Systems & Reporting Analyst

is a hybrid role combining CRM administration, reporting & analytics, and core revenue operations support. This position is ideal for a junior-mid level candidate who is highly analytical, tech-savvy, and excited to build processes, dashboards, and CRM workflows that scale.



This role will support the Revenue Operations Director by:


building performance dashboards maintaining and improving data integrity supporting CRM configuration and user onboarding providing field support and training ensuring RevOps processes run smoothly


This is a

hands-on execution role

that will play a critical part in LW's CRM implementation, reporting buildout, and adoption of new commercial processes as the company scales.

Key Responsibilities

1. Reporting, Dashboards & Analytics

Build and maintain performance dashboards for BDMs, Sales Directors, GMs, and Executive Leadership. Develop weekly, monthly, and quarterly reporting packages. Analyze pipeline health, activity metrics, conversion rates, and attainment. Create ad hoc analyses supporting strategic decisions (pricing, targets, capacity, etc.). Maintain the reporting logic and definitions for the commercial team. Partner with RevOps Director to prepare materials for sales reviews and PE reporting.

2. CRM Support, Configuration & User Enablement

Assist in CRM setup, configuration, and ongoing optimization (fields, layouts, workflows, automations). Support system integrations (Constant Contact, Scout-Lead Generation Tool, Proposify, Future CRM). Maintain user access, permissions, profiles, and data hygiene rules. Assist in onboarding new users and delivering CRM training sessions. Serve as the first line of support for field reps needing CRM help or troubleshooting. Document CRM processes and maintain SOPs.

3. Data Management & Integrity

Perform regular data audits (ownership, attribution, opportunity stages, dates, territory alignment). Support data cleansing, deduplication, and enrichment efforts. Manage data imports, exports, and transformations needed for reporting. Partner with Finance and IT to ensure data consistency across systems. Assist with data migration during CRM rollout and future M&A events.

4. Sales Operations Support

Maintain territory models, account assignments, and rules of engagement. Process territory and account changes due to staffing updates or acquisitions. Support compensation tracking and performance scorecards. Help maintain RevOps documentation, process maps, and playbooks. Assist with forecasting and pipeline analysis as requested.

5. Process Improvement & Scaling

Help implement scalable workflows for leads, opportunities, routing, and reporting. Identify process gaps and recommend improvements to drive execution consistency. Support automation initiatives to reduce manual work across Sales and RevOps. Participate in vendor evaluations and technology rollouts. Support change management by reinforcing training, usage, and adoption.

Required Qualifications

Bachelor's degree in Business, Analytics, Information Systems, or related field. 2-4 years in Revenue Operations, Sales Operations, Business Analytics, or CRM support. Strong Excel skills (PivotTables, XLOOKUP, formulas, basic modeling). Experience working with CRM tools (HubSpot, Salesforce, or similar). Strong analytical and troubleshooting skills. Excellent attention to detail and commitment to data accuracy. Ability to explain data and systems concepts to non-technical users. Comfortable working independently in a fast-paced environment.

Preferred Qualifications

Experience with CRM configuration or administration. Familiarity with BI tools (Power BI, Tableau, or similar). Experience in B2B services, field services, or multi-location environments. Exposure to compensation tracking and quota models. Prior experience supporting CRM transitions or new system implementations. * Basic understanding of APIs, integrations, or data flow concepts.