The Role
Own revenue planning, forecasting, and growth/retention modeling for enterprise customers. Build Power BI dashboards and predictive models, manage HubSpot lead-to-cash workflows, coordinate renewals/pricing with Deal Desk, document cross-functional processes, and act as the RevOps SME bridging Sales, Account Management, and Customer Success.
Summary Generated by Built In
Customer Revenue Analyst
DISHER is currently partnering with a global supply chain solutions organization on their Customer Revenue Analyst opportunity. In this role, you will own revenue performance across their existing customer base, balancing growth (upsell/cross-sell) and retention (upgrades/renewals/churn). You will be the data-driven analyst that acts as the bridge between the Account team and Customer Success. You will use HubSpot as your system of record and Power BI as your storytelling engine.
What it's like to work here:
This organization empowers high-performance teams to solve complex challenges through creativity, partnership, and technology. Employees enjoy a supportive, collaborative environment where initiative and growth are celebrated. With a focus on work-life balance and professional development, this company provides meaningful opportunities for technical and personal advancement in a distributed workplace.
What you will get to do:
- Own annual revenue planning and monthly forecasting for enterprise customers.
- Build growth scenario models (upsell potential, pricing elasticity) and churn risk simulations.
- Conduct margin analysis by customer segment and service tier.
- Design and maintain the lead-to-cash workflow for renewals and expansions within HubSpot.
- Manage forecast process (stage progression, commit vs. best-case) and opportunity stage governance.
- Coordinate with Deal Desk on non-standard renewal pricing and contract terms.
- Document all workflows and orchestrate cross-functional handoffs (Sales to Account Management to Customer Success)
- Build and maintain executive Power BI dashboards tracking:
- Pipeline Health (coverage, velocity, win rates)
- Retention (NRR, GRR, churn by segment)
- Productivity (attainment, time-to-close)
- KPI Governance (define metrics, data dictionaries, and cadence)
- Serve as the HubSpot RevOps Subject Matter Expert.
- Implement AI workflow orchestration within HubSpot
- Leverage Power BI for predictive modeling, churn probability, Customer Lifetime Cycle (CLV), using DAX and integrated datasets.
Planning and Modeling:
Process and Governance:
Analytics and Dashboards:
Technology and Innovation:
What will make you successful:
- At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred)
- Advanced HubSpot expertise with the ability to build custom reports, workflow automations, deal pipeline management, and property creation.
- Proven Power BI experience with DAX, data modeling, paginated reports, embedded dashboards, and business insights.
- Strong Excel skills for ad-hoc modeling and scenario analysis.
- Experience with forecasting, retention metrics, and executive presentation.
- Ability to turn complex data into simple, actionable stories.
- Ability to spot risks before they materialize.
- Desire to be in a cross-functional team environment and be the bridge between Account Managers, Customer Success Managers, and ELT priorities.
- Must have the current and continuing right to work in the United States of America without restrictions or expirations.
Skills Required
- At least 5 years in Revenue/Sales Operations (B2B/SaaS preferred)
- Advanced HubSpot expertise (custom reports, workflow automations, deal pipeline management, property creation)
- Proven Power BI experience including DAX, data modeling, paginated reports, and embedded dashboards
- Strong Excel skills for ad-hoc modeling and scenario analysis
- Experience with forecasting, retention metrics (NRR, GRR, churn) and executive presentations
- Experience building revenue planning and monthly forecasting models and churn simulations
- Ability to design and maintain lead-to-cash workflows and document cross-functional handoffs
- Coordinate with Deal Desk on non-standard renewal pricing and contract terms
- Implement AI workflow orchestration within HubSpot
- Must have the current and continuing right to work in the United States without restrictions or expirations
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The Company
What We Do
DISHER is a professional engineering services and product development company. They provide innovation and design, product development, and manufacturing support services to Fortune 500 companies, suppliers, and independent inventors. Additionally, the company offers staffing and consulting services, helping clients across various industries including medical device, automotive, and aerospace turn ambitious projects into completed realities.
