Job Summary

The Revenue Data & Insights Analyst is the analytical backbone of NORAM Revenue Operations. This role owns the design, governance, and delivery of performance insights that help 200+ sellers, managers, and executives make better decisions, faster. 

The role will develop and maintain dashboards, KPI frameworks, and predictive analytics that drive pipeline quality, forecast accuracy, Golden Thread (unified sales process) adoption, segmentation performance, and customer value realization across Microsoft, AWS, ITXM, and Multivendor motions. 

This role is highly cross-functional and is essential to the transformation of SoftwareOne, enabling consistent forecasting, unified sales cadences, and data-driven performance management as a result of the integration of SoftwareOne and Crayon. 

The Revenue Data & Insights Analyst is a remote position. 

Role & Responsibilities

Sales Analytics & Insights (45%) 

• Build and maintain actionable dashboards in Power BI/CRM that support forecasting, pipeline health, seller scorecards, and Golden Thread/unified revenue process adoption. 

• Design and publish weekly/monthly insights packages for frontline managers and NORAM leadership. 

• Identify trends, risks, and opportunities that impact regional attainment, revenue forecasts, and capacity models. 

• Build predictive indicators (e.g., early risk detectors, velocity models, churn risk, expansion propensity). 

• Analyze customer segment performance, territory potential, and workload penetration (Azure, M365, AWS, FinOps). 

• Handle adhoc data requests from key stakeholders. 

• Develop systems to manage repetitive requests through self-service, AI-enabled processes, or operationalized processes. 

Data Quality, Governance & Systems (25%) 

• Own data hygiene processes for CRM, Outreach, and revenue systems; create automated data checks and quality scorecards. 

• Partner with Global RevOps, IT, and Data teams to align definitions, KPIs, and reporting standards. 

• Ensure seamless data continuity through territory changes, segmentation shifts, mergers, and forecast methodology updates. 

• Identify use cases for AI and deploy its use to improve processes and enhance sales system hygiene. 

Sales Scorecards, KPI Frameworks & Golden Thread Measurement (20%) 

• Translate the Golden Thread/unified revenue process into measurable leading indicators across meetings, behaviors, and opportunity progression. 

• Design and maintain role-based KPI scorecards for AMs, DAMs, Hunters, BD teams, Specialists, and Sales Managers. 

• Provide data-driven recommendations that directly influence sales coaching, prioritization, and resource allocation. 

Strategic Support & Planning (10%) 

• Support NORAM strategic planning, QBRs, capacity modeling, and Regional Leadership Team reporting. 

• Partner with Revenue Operations Manager on attainment modeling, quota setting assumptions, and forecast validation. 

• Provide insights that shape GTM decisions related to Microsoft priorities, cloud migration patterns, and AI adoption trends. 

Success Criteria

(First 6 Months) 

• A standardized set of NORAM KPIs is defined, adopted, and used by leadership weekly 

• Manager-facing forecast/pipeline dashboards become the single source of truth 

• Golden Thread insights are measurable and used for coaching 

• Pipeline hygiene and forecast accuracy improve by 10–20% 

• Data integrity increases via automated checks and governance processes 

Key Deliverables (First 90 Days) 

• Monthly NORAM Revenue Insights Package 
• NORAM Revenue Insights with combined forecast (v1) 
  • Work across stakeholders to ensure single source of reliable truth 
  • Examine data sources and create visibility for: Pipeline generation, account insights, opportunities, leads, invoiced sales. 

Organizational Alignment

• The Revenue Data & Insights Analyst role reports to the Director of Revenue Operations for NORAM. 

• Collaborate regularly among the broader Business Excellence and Revenue Operations teams. 

• Coordinate with internal teams to address sales leader and seller needs and resolve issues efficiently, ensuring seamless solution delivery.  

• Continuously assess sales performance for opportunities to expand and enhance insights, proactively identifying areas for improvement and proposing innovative solutions. Open communication and regular meeting cadence maintained with sales leaders. 

What we offer

• Generous pay with bonus structure
• Independent environment without a lot of red tape where you are empowered to make decisions
• Substantial benefits package that includes:

• Full suite of medical coverage with A+ carriers, Dental, and Vision with strong employer contributions
• Additional voluntary coverage available for Pets, Identity Theft Protection, Accident & Critical Illness
• 401k program with employer matching 50% up to the first 10% of employee’s contributions
• Wellness plan that includes credits to premiums and employer contributions towards the savings plan of your choice
• Access to EAP and concierge services
• Pre-paid legal at no cost
• Abundant time off that includes paid holidays, floating holidays, your birthday off, a volunteer day, and discretionary time off (DTO)
• Employee stock purchase plan
• Learning and development opportunities galore
• Tuition reimbursement
• And much more!
• Specific to Milwaukee-based office employees: company-paid parking 

• Winning culture, inclusive environment, and friendly people all over the world
• A remote-friendly organization, with colleagues working remotely either part or full-time

As a culture first organization, being together is how we learn and grow. We come together in-person at least 3 days for collaboration, support, and to have some fun. Where there is no physical location, we give all our employees an equal cultural experience through a remote setting.