Sr. Revenue Operations Analyst (Sales Systems & Forecasting)
PlanHub is a leading preconstruction platform for commercial construction designed to connect general contractors, subcontractors, and suppliers and foster growth in one seamless solution. Our mission is to simplify pre-construction workflows, help industry professionals find more projects, and build meaningful relationships that drive success. As we continue to scale, we’re seeking a Senior Revenue Operations Analyst to serve as a strategic, analytical, and operational partner to our Sales organization.
This is a senior, hands-on individual contributor role ideal for someone who thrives in high-growth, SaaS and marketplace environments, excels at sales forecasting, and enjoys transforming complex data, systems, and processes into clear insights and scalable operations. Experience working in a hyperscale or rapidly scaling company, along with strong exposure to AI-driven analytics and HubSpot, will set you up for success.
- Support the day-to-day operation and optimization of HubSpot CRM for the Sales team, with a focus on data integrity, reporting accuracy, and workflow effectiveness
- Analyze pipeline and forecast data to surface trends, risks, and opportunities impacting revenue predictability and sales performance
- Build, maintain, and refine pipeline and forecast reports that provide clear visibility for Sales leadership and executive stakeholders
- Develop and maintain executive-ready dashboards that track pipeline health, conversion rates, deal velocity, and forecast accuracy
- Perform deep-dive analysis on sales rep and SDR performance to identify drivers of success, bottlenecks, and areas for improvement
- Monitor stage progression, deal aging, and forecast movement to highlight gaps in process execution or data hygiene
- Partner with Sales leadership to provide analytical support for forecast reviews, pipeline inspections, and performance discussions
- Identify data quality issues, workflow breakdowns, and reporting inconsistencies, and recommend solutions to improve accuracy and efficiency
- Build and refine HubSpot workflows that support lead routing, pipeline hygiene, and consistent sales execution
- Leverage AI-driven tools and analytics to accelerate data analysis, identify patterns, and improve workflow efficiency
- Collaborate with Sales, Marketing, Product, and the shared Data team to ensure consistent definitions, aligned metrics, and scalable reporting
- Support sales commission and incentive compensation processes through data validation, reporting, and reconciliation
- 6+ years of experience in Revenue Operations, Sales Operations, Business Operations, or a senior analytics-focused role within SaaS or high-growth environments
- Strong experience in sales forecasting, pipeline reporting, and revenue analysis—ideally within a multisided marketplace
- Deep, hands-on expertise with HubSpot, including advanced workflows, automation, dashboards, and reporting
- Experience leveraging AI technologies to improve forecasting, analytics, and operational efficiency
- Advanced analytical skills with the ability to translate complex data into clear, actionable, executive-level insights
- Highly detail-oriented, data-driven, and proactive in identifying opportunities for improvement
- Strong communication skills and the ability to partner confidently with senior sales leaders as a trusted advisor
- Experience working in a hyperscale or rapidly scaling organization is highly advantageous
What's in it for you:
The opportunity to join PlanHub, named to the 2025 Inc. 5000 list of America’s fastest-growing private companies, marking our fifth consecutive year on the list—a testament to sustained growth and momentum. You can make an immediate impact as PlanHub moves to dominate the industry!
PlanHub Offers:
- An awesome culture where you will be empowered, make an impact, and learn a ton.
- Open time-off policy.
- An excellent benefit package, including medical, dental, vision and life insurance.
- 401(k) plan with company match.
This position will be a remote position within the United States. Applicants must be authorized to work for any employer within the United States. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
PlanHub is an equal opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, protected veteran status, or any other characteristic protected by applicable federal, state, or local laws.
PlanHub complies with all applicable laws governing nondiscrimination in employment in every location in which the company operates. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, benefits, training, and development.
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