Senior Executive/Executive - Revenue Operations

Key Responsibilities

Revenue Data Management & Reporting

• Record, validate, and maintain accurate revenue data on a daily basis
• Maintain up-to-date revenue trackers, pipeline reports, dashboards, and performance metrics
• Prepare recurring and ad-hoc revenue reports and dashboards for leadership and business stakeholders
• Monitor data quality and ensure consistency across systems and reporting tools

Revenue Forecasting & Modeling

• Design, maintain, and improve revenue forecasting models aligned with pipeline, delivery, and capacity planning
• Conduct scenario and sensitivity analysis to support strategic decisions
• Analyze historical data, market trends, and operational indicators to improve forecast accuracy
• Collaborate with Finance and Sales Leadership to validate assumptions and align on business outlook
• Support quarterly and annual planning cycles through revenue analysis and forecasting insights

Cross-Functional Collaboration

• Work closely with Business Development, Sales, Project Management, Delivery, and Finance to validate revenue information and project milestones
• Facilitate regular review sessions to reconcile revenue data and ensure reporting accuracy
• Serve as the key liaison across departments for revenue reporting and forecasting activities

Business Insights & Analytics

• Analyze revenue trends, operational risks, and growth opportunities to support business performance
• Support management reporting through meaningful analytics, presentations, and business commentary

Process Ownership & Continuous Improvement

• Support end-to-end revenue operations processes with a focus on accuracy, consistency, and governance
• Develop and maintain process documentation, SOPs, and reporting standards
• Identify opportunities to automate manual tasks and improve operational efficiency
• Drive adoption and effective utilization of CRM, reporting, and BI platforms

Scope and Authority

• Owns the accuracy and integrity of organizational revenue data and reporting
• Escalates risks, inconsistencies, and forecast variances to relevant stakeholders when required
• Has no direct reports; influences outcomes through cross-functional coordination rather than direct authority

Person Specifications

Educational Qualifications

• Bachelor's Degree in Business Administration, Finance, Accounting, Data Analytics, Economics, or a related discipline

Experience

• 2-3 years in Revenue Operations, Business Analysis, Finance, or Sales Operations
• Experience in revenue forecasting, business planning, and performance analytics
• Exposure to CRM platforms (Salesforce, Pipedrive, HubSpot, or similar) preferred
• Experience with BI tools such as Power BI or Tableau is an advantage
• Experience in a fast-paced technology, consulting, or services-driven environment preferred

Technical Competencies

• Advanced Excel skills, including forecasting, scenario modeling, and data analysis
• Proficiency in Power BI and data visualization/presentation tools
• Strong understanding of revenue operations, reporting methodologies, and forecasting principles
• Ability to interpret complex data and convert it into actionable recommendations

Behavioral Competencies

• Strong attention to detail and accuracy
• Excellent communication and stakeholder management skills
• Proactive, adaptable, and solution-oriented mindset
• Able to manage multiple priorities independently and collaboratively under tight timelines