Onbe→
Revenue Operations Analyst at Onbe in Plano, TX
Skills
Job Description
Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for “on behalf.” Because that’s exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined — as an opportunity for innovation, a source of insight to customers, and a way to connect with partners around the globe!
Summary: We are seeking a data-driven and collaborative Revenue Operations Analyst to optimize our go-to-market performance across Sales, Marketing, and Finance. This role will bridge strategy and execution—translating data into insights that drive revenue growth, process efficiency, and predictable forecasting.
This role is hybrid that will work onsite 2 days per week at one of our locations: Chicago, Philadelphia or Dallas metro areas. Occasional travel may be required as part of this role.
Responsibilities:
- Design, maintain, and deliver reports and dashboards that track key revenue metrics, including pipeline health, conversion rates, and customer acquisition trends for sales and marketing teams.
- Analyze lead flow and sales funnel performance from prospect to close, identifying friction points and recommending strategies to improve conversion and overall efficiency.
- Lead tracking, reporting, and analysis of pipeline growth, win/loss performance, and quota attainment, driving data hygiene and ensuring timely access to accurate revenue data.
- Standardize definitions, metrics, and reporting frameworks across systems to ensure data integrity, consistency, and scalability in revenue operations processes.
- Support annual and quarterly planning, including capacity modeling, dashboard design, process optimization, compensation analytics, quota setting, account and territory management, and pipeline analysis.
- Collaborate with Sales, Marketing, and other go-to-market teams to align KPIs, surface trends, create presentations, and optimize sales policies and playbooks to improve sales effectiveness.
- Assist in revenue forecasting and goal setting by leveraging historical data, market trends, and pipeline insights to improve forecast accuracy and predictability.
- Monitor progress toward revenue goals, proactively highlight risks and opportunities, and collaborate with stakeholders to adjust strategies and initiatives as needed.
- Partner with FP&A on in-year and multi-year revenue forecasting, scenario modeling, and performance tracking against targets.
Qualifications:
- Bachelor’s degree in Business, Marketing, Economics, or a quantitative field.
- 3+ years of experience in Sales Operations, Marketing Operations, or Revenue Operations in a B2B or SaaS environment.
- Advanced analytical and problem-solving skills, with the ability to turn data into strategic recommendations.
- Proven expertise with Microsoft Excel (modeling, formulas, pivot tables) and PowerPoint (data storytelling).
- Strong experience with Power BI and Power Query editor; ability to build, transform, and visualize data effectively.
- Working knowledge of SQL or DAX proficiency is a major plus.
- Familiarity with forecasting methodologies, quota design, and territory management.
- Excellent communication and interpersonal skills, with a track record of influencing cross-functional teams.
- Highly organized, detail-oriented, and comfortable working in a fast-moving, data-rich environment.
Preferred Experience
- Prior experience partnering with FP&A on revenue forecasting and scenario modeling.
- Exposure to sales compensation design and automation tools.
- Experience with Dynamics CRM
- Experience working in a multi-product or global GTM organization.
The base salary range for this position is between $70,290.00 to $88,200.00 with eligibility for an annual bonus. The actual base salary offered depends on a variety of factors, including but not limited to the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, business needs, and market demand. Our competitive benefits include medical, dental, vision, wellness, 401(k) matching, Open PTO, work from anywhere, generous parental leave, and more! Our job titles may span more than one career level. All candidates are encouraged to apply.
At Onbe, a diverse group of people, ideas, and perspectives are key to achieving phenomenal things. For over 25 years, our focus has remained on building a culture of openness and ingenuity, where employees come together to innovate and build disbursement solutions that make the lives of our clients and their consumers and workforces easier and better. Our definition of success includes celebrating differences and affirming belonging. To that end, we ask employees to come to Onbe as they are and contribute their diverse perspectives, identities, and experiences.
We believe that the recruiting phase is only the very beginning of diversity and inclusion. At Onbe, we’re constantly evolving the way we celebrate diversity every day and in everything we do. With several internal committees that are dedicated to mental and physical wellness, diversity, inclusion, and community outreach, we are committed to making a culture that is inclusive to all.
Onbe is proud to be an equal opportunity employer. We seek out ways to create a mindful workforce that embraces diversity and celebrates a culture of inclusion. We do not discriminate against employees or job applicants on the basis of race, color, ancestry, national origin, sex (including pregnancy), gender identity, sexual orientation, marital or family status, religion, age, disability, genetic information or military service. Our equal opportunity policy applies to all decisions of employment including hiring, placement, promotion or advancement, termination, layoff, recall, transfer, compensation, training and leaves of absence