Lead Analyst Revenue Operations (40267)

Reposted 2 Days Ago
Be an Early Applicant
92660, Newport Beach, CA, USA
In-Office
140K-160K Annually
Senior level
Agency • Marketing Tech • Professional Services • Sales
The Role
Lead analytics partner driving performance analysis, forecasting, financial modeling, and commercial reporting. Build executive dashboards, validate data integrity, optimize compensation and profitability, present recommendations to senior leaders, and partner with sales owners to close performance gaps and identify growth opportunities.
Summary Generated by Built In

The Lead Analyst transforms complex data into sharp performance insights, strategic recommendations, and financial models that accelerate commercial performance and drive measurable growth for their assigned client accounts.

This role owns executive-level performance analysis, pressure-tests forecasting and compensation strategies, and works directly with business owners to identify opportunities, solve performance gaps, and maximize profitability. The Lead Analyst is expected to move quickly, challenge assumptions, and influence high-impact decisions across the business.

The ideal candidate is exceptionally strong in Excel, highly analytical, and energized by fast-paced, performance-driven environments. They operate with urgency, navigate ambiguity confidently, and lead cross-functional teams through complex market dynamics and sales optimization initiatives with clarity and precision.


What You’ll Do:  

  • Serve as the lead analytics partner for assigned clients and sales organizations, owning performance analysis, forecasting, and commercial reporting

  • Lead performance discussions and present actionable recommendations to senior leadership, clients, and cross-functional stakeholders

  • Own daily Excel-driven analysis across sales performance, profitability, forecasting, and compensation strategy

  • Build and maintain complex financial models, pro forma P&Ls, incentive structures, and scenario analyses

  • Partner directly with independent sales leaders and business owners to improve performance, optimize earnings, and identify growth opportunities

  • Develop executive-level reporting, KPI dashboards, and commercial performance analysis in Excel and Tableau

  • Validate reporting accuracy, data integrity, and financial assumptions while quickly identifying trends, gaps, and risks

  • Additional responsibilities may be assigned as needed to support team and organizational priorities


What You’ll Bring:  

  • Advanced Excel & Technical Analytics: Expert-level Excel capabilities with strong experience in financial modeling, large dataset management, reporting automation, and KPI/dashboard development using tools such as Tableau or Power BI

  • Commercial & Financial Acumen: Understands the operational and financial drivers behind sales performance, profitability, forecasting, and compensation strategy

  • Analytical Problem Solving: Quickly identifies trends, risks, inconsistencies, and growth opportunities within complex datasets and ambiguous business scenarios

  • Executive Communication: Presents insights, recommendations, and performance narratives clearly and confidently to leadership and cross-functional teams

  • Ownership & Execution: Operates with urgency, manages competing priorities effectively, and delivers accurate work in fast-paced, high-performance environments


Smart Circle International is a leading broker of outsourced sales and customer acquisition services. We help clients and independently owned and operated sales companies grow together through versatile in-person marketing and sales campaigns inside retailers, businesses and through door-to-door canvassing. Smart Circle operates from two locations: our headquarters in Newport Beach, California, and an office in Toronto, Ontario. Visit smartcircle.com to learn more!


Why You’ll Love It Here: 

Smart Circle is committed to cultivating an environment that sparks curiosity, encourages bold thinking, and supports continuous development. We believe people thrive when they’re in roles that align with their strengths and ambitions, so we make space for individuals to stretch and explore new possibilities. Your next move matters so if you're looking for a place where ambition is celebrated and growth is tangible, Smart Circle may be the place for you! 

  

Total Rewards: 

Full-time positions qualify for a benefits package that includes vacation, sick leave, paid holidays, medical (with an HSA plan option), dental, vision and company paid Basic Life insurance, opportunity to enroll in Voluntary Life plans, Employee Assistance Program, 401K with employer match, employee referral program, home office stipend and opportunities for team building, growth, and development. Team members have on-demand access to an LMS with a variety of courses to further their professional and personal development.   

  

Equal Opportunity Employer:  

We are an Equal Opportunity Employer, committed to building a workplace where every individual is valued, respected, and empowered to grow, regardless of background or identity.   

We recruit, hire, evaluate, and promote based on talent and potential, without regard to race, color, national origin, age, sex, disability status, or any other protected characteristic under state or federal law. Discrimination or harassment of any kind has no place here, and we expect every team member to uphold a culture of dignity and respect. 


In accordance with applicable law, the compensation range listed within this job posting reflects our good faith estimate of the expected salary for this role at the time of posting. Final compensation will be determined based on a variety of non-discriminatory factors, including a candidate’s qualifications, skills, and experience.


DISCLOSURE TO JOB APPLICANTS PURSUANT TO THE CALIFORNIA CONSUMER PRIVACY ACT  

As part of your job application and our evaluation of your candidacy, we collect, receive, maintain, and use your personal information, which as used herein, means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with you or your household. The following is the personal information we may collect as part of the application process:  

  • Personal contact details, such as name, title, address, telephone number, and email address; and  

  • Application information, such as your qualifications, skills, education, references, and other information that may be in your resume, cover letter, and materials you provide to us when applying for employment.  

We collect your personal information to evaluate your job application and candidacy for employment, to check your eligibility to work in the country in which you have applied, for background checks, and to comply with employment and other laws. If you become employed by us, we will notify you of additional categories of personal information that we collect, receive, and maintain for business purposes.

Skills Required

  • Expert-level Excel and financial modeling experience
  • Experience building KPI dashboards and reporting automation using Tableau or Power BI
  • Strong commercial and financial acumen around sales performance, forecasting, and compensation strategy
  • Ability to build and maintain complex financial models, pro forma P&Ls, incentive structures, and scenario analyses
  • Excellent analytical problem solving with large, ambiguous datasets
  • Executive-level communication and presentation skills
  • Proven ownership, urgency, and ability to manage competing priorities in fast-paced environments
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The Company
0 Employees

What We Do

Smart Circle International is a leader in face-to-face marketing and outsourced sales. They act as a broker, connecting Fortune 500 companies, nationally recognized brands, and local businesses with a nationwide network of independent sales companies. Their model focuses on designing customized, in-person sales and marketing campaigns to help clients achieve customer acquisition and business growth goals through a localized, professional sales force.

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