About the Role

The Revenue Operations Business Partner Analyst is a strategic, data-driven individual contributor who partners closely with Sales leadership and cross-functional GTM teams to optimize revenue execution across the customer lifecycle. In this analyst-level role, the focus is on supporting data analysis, process improvement initiatives, and providing actionable insights to enable effective decision-making within the Revenue Operations function. The role serves as a day-to-day execution partner for Sales, helping move deals forward while maintaining strong discipline across CRM, Quote-to-Cash processes, and forecasting inputs.

Key Responsibilities

Deal Review, Approvals & Complex Deal Support

• Review and support sales deal submissions, ensuring accuracy, completeness, and
  adherence to pricing, discount, and approval policies.
• Act as a primary analyst supporting complex, non-standard, or high-risk deals,
  including multi-product, multi-year, or exception-based transactions.
• Identify deal-level risks related to structure, margin, billing, or execution and surface tradeoffs clearly to stakeholders.
• Partner across RevOps, Finance, and Sales leadership to facilitate timely approvals and resolution of deal issues.
• Enforce deal submission standards to reduce approval cycles, rework, and post close corrections.

Process Discipline & Quote-to-Cash Support

• Support consistent execution of Quote-to-Cash (QTC) processes, including opportunity management, quoting, approvals, and handoffs.
• Identify friction points in deal workflows and propose practical, analyst-driven improvements.
• Balance speed and compliance to ensure deals close efficiently without introducing downstream risk.
• Reinforce standardized processes and documentation to ensure scalability.

Systems & CRM Hygiene

• Ensure Salesforce data is accurate, complete, and audit-ready, especially for deal critical fields.
• Act as a subject matter expert on deal-related CRM workflows, approval paths, and data requirements.
• Support testing, documentation, and rollout of system or process enhancements related to deal execution.
• Provide day-to-day support for CRM and deal-related questions from Sales.

Cross-Functional Collaboration & Escalation

• Work closely with Sales, Finance, Customer Success, Renewals, and RevOps peers to resolve deal issues.
• Serve as a first-line analyst for deal and approval-related questions, escalating only when guardrails are exceeded.
• Communicate clearly and objectively, using data to support recommendations and escalations.
• Build trust through responsiveness, accuracy, and consistent follow-through.

Qualifications

• 3–6+ years of experience in Revenue Operations, Sales Operations, Business Operations, or related functions.
• Experience supporting GTM teams in a B2B SaaS or technology environment.
• Strong business acumen and understanding of how operational execution impacts revenue outcomes.
• Proven ability to analyze data, identify trends, and translate insights into action.
• Experience operating within structured performance and KPI frameworks.
• Strong written and verbal communication skills with the ability to influence without authority.

Nice to Have

• Hands-on experience with Salesforce and related RevOps tools.
• Experience with BI and analytics tools such as Power BI or Tableau.
• Exposure to Quote-to-Cash processes, CPQ, or deal governance models.
• Experience supporting forecasting, pipeline reviews, or QBRs.
• Familiarity with Kaseya’s GTM model or MSP ecosystem

Success in This Role Looks Like

• Clean, accurate CRM data and strong pipeline hygiene.
• Reliable forecasts supported by data-backed insights.
• Faster deal cycles with fewer execution errors and rework loops.
• Strong trust and partnership with Sales leaders and cross-functional teams.
• Consistent delivery against RevOps KPIs and operational commitments.
• Demonstrated Accountability, Collaboration, Grit, and Results Orientation in day-to-day execution