Senior Revenue Analyst

April 13

Vasion

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Vasion enables organizations to digitize content and automate workflows to drive compliance, scalability, and accountability$1. .$1

Enterprise Document Management • Regulatory Compliance • Workflow and process automation • Imaging • MaxxDocs

201 - 500

Description

• As a Senior Revenue Analyst, you will be coordinating with various departments including Sales, Marketing, Channels, Product, etc., to develop and maintain a rolling sales forecast that aligns with our vision and long-term objectives. The ideal candidate will work collaboratively with stakeholders to identify key performance indicators (KPIs), establish targets, and monitor performance against these targets. Additionally, the Senior Revenue Analyst will play a pivotal role in fostering alignment across the organization by asking critical questions and assisting leaders in devising actionable strategies to address challenges and capitalize on opportunities. • KEY RESPONSIBILITIES: - Understand the company mission, vision, and strategy - Participate in long-range planning and the annual budgeting and forecasting process - Build detailed sales forecasts by dimension (geographic region, product, industry, size, source) - Perform sensitivity analysis and stress-test the forecast - Identify milestones we must hit in order to achieve our objectives - Track leading indicators and work cross functionally to close gaps • Drive Towards Step-Function Growth & Scale: - Gather industry benchmark data to help inform strategies for accelerating revenue growth and sales efficiency - Monitor macro and micro economic data to identify opportunities and threats - Work with Sales and Marketing to understand campaigns, track the performance of those campaigns, calculate ROI, and prioritize sales and marketing spend - Work with the Channels team to track leading indicators and build forecast models that reflect channels-led growth - Work with the Product team to understand product release timelines and build forecast models that reflect product-led growth

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field • 3-5 years of experience as a financial analyst with focus on revenue • Experience building sales forecasts and managing complex financial models • Strong foundational understanding of financial statements • Strong interpersonal skills with the ability to work collaboratively with cross-functional teams and build lasting relationships of trust • Excellent communication and presentation skills, with ability to distill complex financial information into clear, actionable insights • Preferred Qualifications: - Experience in private equity - Experience working in the software industry - Experience with sales attribution to optimize ROI of marketing activities - Experience using Workday Adaptive Planning or other financial planning tool - Familiarity with Netsuite, Salesforce, BambooHR, and Domo

Benefits

• Flexible work environment • Discretionary Vacation bonus • Flexible paid time off • Paid parental leave • Competitive pay • A full suite of traditional benefits • Training/Advancement opportunities • 401k with company-match • Mental Health Wellness Support • Financial wellness education • Company-contributed HSA • Headquarter perks include gym, pickleball, snacks & drinks, arcade, theater room, monthly All Hands lunch, etc. • Lehi, Utah office perks include gym access, snacks & drinks, monthly All Hands lunch