Data Analyst

We are looking for a skilled Revenue Operations Analyst to oversee the development and optimization of reporting and analytics across Sales, Marketing, and Customer Care teams. This role requires a strategic thinker who can transform data into actionable insights, standardize performance metrics, and enhance operational efficiency. Based in Irvine, California, this position offers the opportunity to lead data-driven initiatives that support organizational growth.

Responsibilities:

• Create and maintain dashboards and automated reports for Sales, Marketing, and Customer Care teams using Salesforce, Excel, and visualization tools.

• Define and implement standardized key performance indicators (KPIs) to measure and optimize the revenue cycle from lead generation to customer satisfaction.

• Conduct detailed analyses of sales funnel performance, conversion rates, and customer care trends to identify actionable insights.

• Act as a Salesforce expert, ensuring data accuracy, optimizing workflows, and developing advanced reports.

• Manage and mentor a team of two analysts, fostering their attention to detail and maintaining high-quality standards.

• Write and maintain queries to extract, transform, and analyze data from Salesforce and associated databases.

• Document data definitions, reporting logic, and business rules to ensure consistency and institutional knowledge.

• Identify inefficiencies in revenue processes and propose data-driven solutions for improvement.

• Provide historical data insights and predictive analysis to support campaign planning.

• Ensure compliance with industry regulations and internal standards in all data management and reporting activit

• Minimum of 3 years of experience in data analysis or a related field.

• Strong proficiency in Salesforce, Excel, and business intelligence tools.

• Demonstrated ability to analyze revenue data and campaign effectiveness.

• Expertise in database operations, including writing and maintaining queries.

• Solid understanding of KPIs and performance metrics.

• Proven experience mentoring and managing team members.

• Ability to identify inefficiencies and recommend process improvements.

• Familiarity with industry regulations and compliance standards.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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