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Revenue Systems & Reporting Analyst (Birmingham)
Revenue Systems & Reporting Analyst (Birmingham)Landscape Workshop • Birmingham, AL, US
Revenue Systems & Reporting Analyst (Birmingham)

Revenue Systems & Reporting Analyst (Birmingham)

Landscape Workshop • Birmingham, AL, US
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The Revenue Systems & Reporting Analyst is a role combining CRM administration, reporting & analytics, and core revenue operations support. This position is ideal for a junior-mid level candidate who is highly analytical, tech-savvy, and excited to build processes, dashboards, and CRM workflows that scale.

This role will support the Revenue Operations Director by :

  • building performance dashboards
  • maintaining and improving data integrity
  • supporting CRM configuration and user onboarding
  • providing field support and training
  • ensuring RevOps processes run smoothly

This is a hands-on execution role that will play a critical part in LWs CRM implementation, reporting buildout, and adoption of new commercial processes as the company scales.

Key Responsibilities :

1. Reporting, Dashboards & Analytics

  • Build and maintain performance dashboards for BDMs, Sales Directors, GMs, and Executive Leadership.
  • Develop weekly, monthly, and quarterly reporting packages.
  • Analyze pipeline health, activity metrics, conversion rates, and attainment.
  • Create ad hoc analyses supporting strategic decisions (pricing, targets, capacity, etc.).
  • Maintain the reporting logic and definitions for the commercial team.
  • Partner with RevOps Director to prepare materials for sales reviews and PE reporting.

    • 2. CRM Support, Configuration & User Enablement

  • Assist in CRM setup, configuration, and ongoing optimization (fields, layouts, workflows, automations).
  • Support system integrations (Constant Contact, Scout-Lead Generation Tool, Proposify, Future CRM).
  • Maintain user access, permissions, profiles, and data hygiene rules.
  • Assist in onboarding new users and delivering CRM training sessions.
  • Serve as the first line of support for field reps needing CRM help or troubleshooting.
  • Document CRM processes and maintain SOPs.

    • 3. Data Management & Integrity

  • Perform regular data audits (ownership, attribution, opportunity stages, dates, territory alignment).
  • Support data cleansing, deduplication, and enrichment efforts.
  • Manage data imports, exports, and transformations needed for reporting.
  • Partner with Finance and IT to ensure data consistency across systems.
  • Assist with data migration during CRM rollout and future M&A events.

    • 4. Sales Operations Support

  • Maintain territory models, account assignments, and rules of engagement.
  • Process territory and account changes due to staffing updates or acquisitions.
  • Support compensation tracking and performance scorecards.
  • Help maintain RevOps documentation, process maps, and playbooks.
  • Assist with forecasting and pipeline analysis as requested.

    • 5. Process Improvement & Scaling

  • Help implement scalable workflows for leads, opportunities, routing, and reporting.
  • Identify process gaps and recommend improvements to drive execution consistency.
  • Support automation initiatives to reduce manual work across Sales and RevOps.
  • Participate in vendor evaluations and technology rollouts.
  • Support change management by reinforcing training, usage, and adoption.

    • Required Qualifications

  • Bachelors degree in Business, Analytics, Information Systems, or related field.
  • 24 years in Revenue Operations, Sales Operations, Business Analytics, or CRM support.
  • Strong Excel skills (PivotTables, XLOOKUP, formulas, basic modeling).
  • Experience working with CRM tools (HubSpot, Salesforce, or similar).
  • Strong analytical and troubleshooting skills.
  • Excellent attention to detail and commitment to data accuracy.
  • Ability to explain data and systems concepts to non-technical users.
  • Comfortable working independently in a fast-paced environment.

    • Preferred Qualifications

  • Experience with CRM configuration or administration.
  • Familiarity with BI tools (Power BI, Tableau, or similar).
  • Experience in B2B services, field services, or multi-location environments.
  • Exposure to compensation tracking and quota models.
  • Prior experience supporting CRM transitions or new system implementations.
  • Basic understanding of APIs, integrations, or data flow concepts.
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    Revenue Analyst • Birmingham, AL, US

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