disher - Customer Revenue Analyst

• Planning and Modeling: • Own annual revenue planning and monthly forecasting for enterprise customers. • Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations. • Conduct margin analysis by customer segment and service tier. • Process and Governance: • Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot. • Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance. • Coordinate with Deal Desk on non-standard renewal pricing and contract terms. • Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success) • Analytics and Dashboards: • Build and maintain executive Power BI dashboards tracking: • Pipeline Health (coverage, velocity, win rates) • Retention (NRR, GRR, churn by segment) • Productivity (attainment, time-to-close) • KPI Governance (define metrics, data dictionaries, and cadence) • Technology and Innovation: • Serve as the HubSpot RevOps Subject Matter Expert. • Implement AI workflow orchestration within HubSpot • Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets. • ## What will make you successful: • At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred) • Advanced HubSpot expertise with the ability to build custom reports, workflow automations, deal pipeline management, and property creation. • Proven Power BI experience with DAX, data modeling, paginated reports, embedded dashboards, and business insights. • Strong Excel skills for ad-hoc modeling and scenario analysis. • Experience with forecasting, retention metrics, and executive presentation. • Ability to turn complex data into simple, actionable stories. • Ability to spot risks before they materialize. • Desire to be in a cross-functional team environment and be the bridge between Account Managers, Customer Success Managers, and ELT priorities. • Must have the current and continuing right to work in the United States of America without restrictions or expirations.