Job Specifications
Title: Data Analyst, Revenue Operations
Date: February 2026
Reports to: Manager, Sales Operations
Location: Indianapolis, Indiana
Working Model: Hybrid (Target 2 days, onsite, Indianapolis)
Position Summary
The Data Analyst, Revenue Operations owns performance analytics and insights across the end-to-end GTM engine, spanning Marketing, SDR, Sales and Account Management. This role is responsible for turning operational data into clear narratives that improve conversion rates, pipeline quality, win rates, retention, and expansion.
This role focuses on measurement, insight, and strategic guidance-answering what’s working, what’s not, and why across the customer journey.
You will partner closely with Sales, Marketing, Customer Success, Finance, and RevOps leadership to connect pre-sale decisions to post-sale outcomes (retention, churn, expansion, revenue quality) helping the business understand which customers we should win, how we should win them, and how those decisions affect long-term revenue.
Key Responsibilities
Own analysis across the full revenue lifecycle:
Provide defined GTM-level insights that connect demand generation to pipeline outcomes, including:
Pipeline Outbound vs. Inbound
Win-rate and cycle-time trends by source/segment to inform targeting
Deal quality indicators (e.g., source mix, segment fit, vertical)
Support weekly/monthly business review readouts with decision-oriented narratives from business owners (what changed, why it matters, recommended next steps).
Answer ad hoc questions as capacity allows through an intake/prioritization process.
Funnel, Pipeline & Velocity Insights
Own the funnel model and reporting cadence across key stages (e.g., Inquiry/MQL → Meetings → Qualified → Pipeline → Closed-Won).
Deliver recurring reporting and insights by:
Channel, campaign/program, vertical/segment, tiering, and source type
Conversion rates, velocity, and drop-off analysis between stages
Build and maintain standard Marketing performance dashboards, including:
Funnel and waterfall views
Leading indicators (volume, speed-to-lead, meeting rates, quality metrics)
Pipeline contribution (sourced and influenced, where definitions exist)
Produce actionable insights that translate into clear recommendations:
Where to invest (segments/channels/programs)
Where leakage occurs and what behaviors correlate to better outcomes
Quality and efficiency trends (not just volume)
GTM Handoff & SLA Measurement (Funnel Integrity Reporting)
Own measurement and recurring reporting for GTM handoffs and SLAs across the revenue funnel
Build standardized handoff dashboards that highlight:
Volume, conversion, speed/aging, and leakage at each handoff point
Variances by segment/vertical, source, region, and team
Root-cause hypotheses (data-backed) and recommended actions
Partner with Marketing Ops, Sales Ops, and CS Ops to align on:
Definitions and measurement logic for each handoff
Data requirements needed to report consistently (fields/statuses/timestamps)
This role provides visibility and insights; handoff process design, enforcement, and system configuration remain owned by the relevant Ops/System owners.
Data Quality Monitoring & Metric Governance
Maintain trusted definitions for Marketing funnel and related GTM metrics (documented and version-controlled).
Monitor reporting health and surface issues (missing source, mapping gaps, stage inconsistencies, tracking anomalies).
GTM BI, Dashboards & Insight Narratives
Own GTM dashboards and standard reporting while ensure data consistency and trusted definitions companywide.
Move beyond dashboards to deliver insight narratives that explain trends, tradeoffs, and implications for leadership
Support weekly business reviews, QBRs, and executive readouts with clear, decision-oriented analysis
Strategic Decision Support & Experimentation
Translate complex analyses into clear recommendations for GTM and executive leadership
Support experiments and evaluations related to:
Pricing and packaging
Campaign effectiveness
Coverage and capacity decisions
Sales motions and segmentation
Identify opportunities to improve win rates, retention, and expansion through data-backed insights
Skills And Experience Needed
Bachelor’s degree in Business, Analytics, Economics, Information Systems, or related field preferred (or equivalent relevant experience).
2–5 years of experience in analytics, Revenue Operations, Marketing Operations analytics, Sales Operations analytics, or a similar role in a B2B SaaS (or comparable) environment.
Proven experience building and maintaining funnel and GTM performance reporting by creating dashboards and recurring reporting cadences (weekly/biweekly/monthly) and translating results into clear insights and recommendations.
Working knowledge of common GTM systems (Salesforce, Gong, Outreach and other similar tools)
Strong proficiency in Excel and at least one analytics/reporting tool (e.g., Salesforce reporting, Tableau, Power BI,)
Comfort working wit
About the Company
At OnBoard, we believe board meetings should be simple, effective, and secure. That’s why we're dedicated to delivering innovative governance solutions for boards, directors, and the organizations they serve. Launched in 2011, today, OnBoard serves as the board portal of choice platform for more than 6,000 organizations and their 100,000 users committees in 60 countries worldwide. With customers in financial services, higher education, professional associations, non-profit, health care, government, and public and private cor...
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