Senior Analyst, Revenue Strategy & Insights

The Revenue Strategy Insights Senior Analyst is responsible for supporting data-informed decision-making and optimizing go-to-market (GTM) performance across Sales, Marketing, and Customer Success. Reporting to the Director of Revenue Strategy Insights, this role focuses on analyzing key revenue metrics, streamlining reporting cadences (including compensation and capacity planning), and building and improving robust revenue reporting and dashboards.

In this hands-on role, you will drive analytics projects, create accurate revenue forecasts, and collaborate across teams to ensure alignment with company goals. Your efforts will directly contribute to shaping and executing PandaDoc’s revenue strategy, enabling leadership to make informed decisions, enhance GTM efficiency, and achieve growth objectives with a focus on customer experience revenue teams.

In this role, you will:

• Collaborate with Sales, Marketing, Customer Success, Finance, Data, and Product leadership to provide compelling, comprehensive insights that drive strategic decisions
• Be an expert in revenue performance metrics and support critical decision-making by analyzing and presenting key trends (e.g. ARR, NDR, churn, pipeline health, CAC, etc.) with a clear narrative/perspective.
• Develop and maintain comprehensive dashboards and reports to provide real-time visibility into revenue performance.
• Standardize reporting and analyses to ensure consistency across revenue teams, such as owning the Executive MBR cadence
• Identify gaps in current processes and recommend improvements to enhance efficiency and scalability.
• Partner with the Finance team to manage and improve the planning process and insights.

About You:

• 3+ years of experience in Revenue Operations, FPA, Finance, Strategy, or a related role, in a high-growth SaaS or subscription-based company; compensation experience is a plus.
• Solutions-oriented professional with a proven track record of analyzing complex data sets and delivering actionable insights to senior leadership.
• Excellent communication and presentation skills, with the ability to translate elaborate data or processes into clear, concise insights.
• Highly organized and detail-oriented, capable of managing multiple projects in a fast-paced environment.
• Advanced Excel and high proficiency in data visualization tools (e.g., Hex, PowerBI, Tableau).
• Thorough understanding of Salesforce workflows and reporting.
• Strong SQL or similar query languages; enjoys automating comprehensive tasks.

Company Overview:

PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com.

Company Culture:

We're known for our work-life balance, kind co-workers, creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team.

Pandas work best when they're happy. We retain our talent by upholding our values of integrity transparency, and selling a product that changes the lives of our customers. Our attainment of awards such as Best Workplace, Best StartUp Employer and a Stevie Award for Best Employers demonstrate our commitment to our culture.

Check out LinkedIn to learn more.

Benefits:

Employees may be able to purchase company stock (or receive annual bonuses)

Employees (and their families) may enroll in the company's medical, dental, vision, short long-term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self-care days, birthday PTO day, and 12 company-paid holidays off per year