Analyst Revenue Operations

ParentSquare is a rapidly growing Santa Barbara-based company that’s changing the way schools and parents communicate every day. Sound simple? We strive to keep it that way! Our mission is to give schools the power to incredibly enhance family engagement for all students. ParentSquare and RemindHub, our flagship products, serve over 22 million students and drive our mission by providing unified communications tools -forms, sign ups, payments, RSVPs, direct messaging, language translations, chat and more. Remind Chat, our free product, reaches over 80% of K-12 students, providing a safe and easy-to-use platform for direct communication between teachers and families. And our latest innovation, SmartSites, offers state-of-the-art websites for school districts, enhancing their online presence and accessibility. 

We are not just creating a product; we are creating empowered educators and engaged parents to improve the lives of all students.  We are passionate advocates for our  customers and for our employees and we invite you to join us on this exciting journey.

As an Analyst in Revenue Operations, you will play a key role in supporting our Revenue Operations team by developing and delivering data-driven insights to improve the performance of our Sales, Marketing, Customer Success, and Finance teams. You will be responsible for building and maintaining reports and dashboards, analyzing key metrics, and collaborating with various stakeholders to ensure data accuracy and provide actionable recommendations that contribute to our growth within the education technology sector.

Most importantly, you’re someone who shares in our passion for improving the lives of students through communication. 

• Reporting & Dashboard Development: Design, develop, and maintain regular reports and dashboards to track key performance indicators (KPIs) across Sales, Marketing, Customer Success, and Finance, including sales performance, marketing channel effectiveness, customer retention, and churn rates.
• Data Analysis & Insights: Analyze sales, marketing, and customer data to identify trends, patterns, and opportunities for improvement. Translate data findings into clear and concise insights for relevant teams.
• CRM Data Management & Support: Work with the Revenue Operations Systems team to understand and utilize our CRM (primarily HubSpot, with potential Salesforce exposure) to extract data for reporting and analysis. Support data integrity initiatives within the CRM.
• Process Support: Collaborate with the teams to analyze data, identify potential bottlenecks, and contribute to efforts to streamline processes.
• Reporting Automation: Assist in the automation of reporting processes and contribute to the development of centralized dashboards.
• Cross-Functional Collaboration: Work closely with stakeholders in Sales, Marketing, Customer Success, and Finance to understand their reporting needs and provide relevant data and insights.
• Data Quality Assurance: Ensure the accuracy and consistency of data used in reporting and analysis. Identify and help resolve data discrepancies.
• Ad-hoc Reporting & Analysis: Fulfill ad-hoc data requests from various teams to support their operational and strategic needs.

• Bachelor's degree in Business, Finance, Data Analytics, or a related field.
• 2-4 years of experience in a reporting and analytics role, preferably in the software or technology sector. Experience in the education technology industry is a plus.
• Strong experience with HubSpot or Salesforce CRM reporting and dashboarding functionalities.
• Proficiency in Google Sheets and Microsoft Excel, including advanced formulas and data manipulation techniques.
• Experience working with Sales, Marketing, and Customer Success data and a basic understanding of how these functions contribute to revenue.
• Ability to communicate data insights clearly and effectively to both technical and non-technical stakeholders.
• Exposure to data visualization tools (e.g., Tableau, Power BI, Geckoboard) is a plus.
• Strong analytical and problem-solving skills with attention to detail and the ability to manage multiple tasks in a fast-paced environment.
• A proactive approach to learning and a desire to improve data processes.
• An interest in the education technology industry and its impact.

The perks of working for us are great! 

You’ll get your foot in the door as our company continues to grow. We’re big believers in work-life balance and provide:

• Employer-paid health insurance (including dependent coverage)
• An employer-matched 401K retirement savings program from day 1 
• Paid Parental Leave
• Stock options
• Health + wellness reimbursements
• PTO that increases each year
• 16 paid holidays, including your birthday! 

As a fully remote team, we’ll make sure you have all the tools and equipment you need to make your home office a place where you can thrive. 

We're an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

The salary range for this role will be 85k-110k annually, DOE.