About the Role

The Revenue Operations Analyst owns system integrity, data accuracy, and process enforcement across the entire revenue lifecycle: from lead capture in Salesforce through opportunity management, SOW/project creation in Keka PSA, to invoicing and revenue recognition in NetSuite. This is not a passive monitoring role. You will proactively identify gaps, fix broken integrations, build reports that drive operating rhythm, and serve as the go-to operational partner for sales, delivery, and finance teams.

Key Responsibilities

Revenue System Integrity (Salesforce + NetSuite + Keka PSA):

• Own and maintain all integrations between Salesforce, NetSuite, and Keka PSA, ensuring data flows accurately across the lead-to-cash lifecycle
• Monitor sync jobs, troubleshoot failures, and resolve data discrepancies within SLA (target: zero open reconciliation gaps older than 48 hours)
• Maintain field mappings, validation rules, and automation workflows across all three systems
• Conduct weekly system audits to catch data drift before it compounds into reporting errors
• Own the master data model documentation: field definitions, sync logic, and integration architecture

Pipeline and Forecast Accuracy:

• Build and maintain Salesforce dashboards and reports that power weekly pipeline reviews, forecast calls, and leadership operating rhythm
• Enforce opportunity hygiene: Stage progression rules, required fields at each stage gate, close date accuracy, and deal amount validation
• Flag forecast risks proactively (e.g., deals stuck in stage, unrealistic close dates, missing next steps) and surface them to sales leadership
• Produce weekly pipeline accuracy reports comparing forecast vs. actuals, with root cause analysis on material variances

Sales Enablement and Operational Support:

• Serve as the primary operational partner to the sales team for CRM questions, process guidance, and deal workflow support
• Build and maintain automated alerts, task assignments, and workflow triggers that reduce manual work for sales reps
• Create and maintain standard operating procedures (SOPs) for all CRM processes: lead management, opportunity creation, quote-to-close, handoff to delivery
• Onboard new sales hires onto Salesforce processes and enforce adoption through training and compliance tracking

Revenue Reporting and Operating Cadence Support:

• Produce weekly, monthly, and quarterly revenue reports that reconcile pipeline data (Salesforce), project data (Keka PSA), and financial data (NetSuite)
• Support month-end and quarter-end close processes by ensuring invoice accuracy and revenue recognition alignment
• Build utilization and margin reports by combining Keka PSA project data with NetSuite financial data
• Maintain a single source of truth dashboard that leadership can rely on without manual data pulls

Process Design and Governance:

• Identify and document process gaps across the revenue lifecycle; propose and implement fixes with proper change management
• Enforce data governance policies: naming conventions, required fields, picklist values, duplicate management
• Manage system change requests through a controlled process (impact assessment, testing, rollback plan)
• Maintain a system change log and integration health scorecard reviewed weekly with the operations team

Basic Qualifications

• Bachelor’s or Master’s degree in Business Administration, Commerce, Finance, Economics, or related field
• 3 to 6 years of hands-on experience in Revenue Operations, Sales Operations, or Business Systems with direct CRM administration responsibilities
• Working knowledge of NetSuite or equivalent ERP system (order management, invoicing, revenue recognition workflows)
• Experience with at least one PSA tool (Keka PSA, Kantata/ Mavenlink, FinancialForce, or similar) for project and resource tracking
• Strong SQL or SOQL skills for data extraction, validation, and ad hoc analysis
• Track record of building reports and dashboards that directly inform leadership decisions (not just data 
  dumps)
• Demonstrated ability to enforce process discipline across teams that may resist structured data entry

Preferred Qualifications

• Salesforce Administrator certification (ADM 201) or Platform App Builder
• Experience in a professional services or consulting firm where utilization, margin, and project profitability reporting were core requirements
• Familiarity with CPQ (Configure, Price, Quote) tools within the Salesforce ecosystem
• Exposure to Data Cloud or other customer data platforms
• Experience supporting a scaling sales organization (10–50 reps) through CRM process design and enforcement
• Comfort with basic scripting (Apex triggers, JavaScript, Python) for automation or data migration tasks