Own revenue planning, forecasting, and growth/retention modeling for enterprise customers. Build Power BI dashboards and predictive models, manage HubSpot lead-to-cash workflows, coordinate renewals/pricing with Deal Desk, document cross-functional processes, and act as the RevOps SME bridging Sales, Account Management, and Customer Success.
Customer Revenue Analyst
DISHER is currently partnering with a global supply chain solutions organization on their Customer Revenue Analyst opportunity. In this role, you will own revenue performance across their existing customer base, balancing growth (upsell/cross-sell) and retention (upgrades/renewals/churn). You will be the data-driven analyst that acts as the bridge between the Account team and Customer Success. You will use HubSpot as your system of record and Power BI as your storytelling engine.
What it's like to work here:
This organization empowers high-performance teams to solve complex challenges through creativity, partnership, and technology. Employees enjoy a supportive, collaborative environment where initiative and growth are celebrated. With a focus on work-life balance and professional development, this company provides meaningful opportunities for technical and personal advancement in a distributed workplace.
What you will get to do:
- 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.
- 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)
- 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)
- 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.
Planning and Modeling:
Process and Governance:
Analytics and Dashboards:
Technology and Innovation:
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.
Similar Jobs
Artificial Intelligence • Fintech • Machine Learning • Natural Language Processing • Business Intelligence
This role focuses on optimizing customer support operations using AI tools, managing support technology, and improving workflow efficiency to enhance customer satisfaction and productivity.
Top Skills:
AILinearSalesforceSlackZendesk
AdTech • Consumer Web • Digital Media • eCommerce • Marketing Tech • SEO
Lead a fully remote team of 25+ Medicare telesales agents to convert high-volume inbound calls into enrollments across Medicare Advantage, Supplement, Part D, vision, and dental products. Provide real-time coaching, monitor conversion and talk-time metrics, manage scheduling across 8am–8pm EST, ensure CMS compliance, partner with Quality/Compliance/WFM, and drive performance during Annual Enrollment Period (AEP).
Top Skills:
Five9NiceSalesforce
Software
The Director of Client Partnerships will lead the sales cycle for new engagements, managing relationships with executives and technical stakeholders, and self-sourcing opportunities while collaborating with various teams.
Top Skills:
Hubspot CrmProposal DevelopmentStatement Of Work (Sow)
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
