Job Description

Job Function: Sales The role:

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.

What you offer

Minimum Requirements

• 5+ years in Revenue Operations, Sales Operations, or Sales Analytics (B2B SaaS, Cloud, or IT services preferred)
• Expertise in CRM reporting (Salesforce or MS Dynamics), Power BI, Excel, and data modeling
• Experience supporting forecasting, pipeline management, and sales cadences
• Familiarity with cloud economics, Azure/M365 consumption trends, or reseller business models (preferred)
• Occasional travel (approximately 10%)

Preferred Qualifications to be Considered

• Advanced Power BI (DAX, modeling, row-level security)
• Strong Excel skills (PowerQuery, modeling, complex formulas)
• Understanding of sales motion metrics (pipeline, coverage, velocity, forecast categories)
• Data governance and hygiene process experience
• Ability to translate ambiguous business questions into clear analytical solutions
• Working familiarity with AI-powered productivity tools (e.g., M365 Copilot, ChatGPT, Copilot for Sales) and enthusiasm for leveraging AI to streamline analysis, automate repetitive work, and improve data storytelling.

Preferred Capabilities to be Considered

• Extremely high attention to detail
• Ability to simplify the complex for sellers and executives
• Provide solutions that solve business problems
• Comfortable operating in a fast-moving, ambiguous integration environment
• Strong communication and influencing skills
• Ability to prioritize competing requests and deliver high-quality insights quickly

The preceding job profile has been designed to indicate the general nature and level of work performed by associates within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required. Additional duties may be assigned and may be subject to change at any time due to reasonable accommodation or other reasons.

Target compensation for this role will be $$115-155 K USD(mix of base salary and bonus). Actual offers may be higher or lower than this range and will be determined based on a variety of factors, including (but not limited to) candidates’ qualifications, experience, education, and work location.

We are not able to consider candidates residing in the state of Hawaii currently.

SoftwareOne and Crayon have come together to form a global, AI-powered software and cloud solutions provider with a bold vision for the future. With a footprint in over 70 countries and a diverse team of 13,000+ professionals, we offer unparalleled opportunities for talent to grow, make an impact, and shape the future of technology. At the heart of our business is our people. We empower our teams to work across borders, innovate fearlessly, and continuously develop their skills through world-class learning and development programs. Whether you're passionate about cloud, software, data, AI, or building meaningful client relationships, you’ll find a place to thrive here. Join us and be part of a purpose-driven culture where your ideas matter.

SoftwareOne welcomes applicants from all backgrounds and abilities to apply. If you require reasonable adjustments at any point during the recruitment process, email us at reasonable.accommodations@softwareone.com.

Please include the role for which you are applying and your country location. Someone from our organization that is not part of the decision-making process will be in touch to discuss your specific needs and we will make every effort to accommodate you. Any information shared will be stored securely and treated in the strictest of confidence in line with GDPR.

At SoftwareOne, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Additionally, we encourage experienced individuals that have taken an intentional career break and are now prepared to return to work to explore our SOAR program.

Job Tags

Similar Jobs