Specialist - Revenue Operations and Analysis

Posted Yesterday
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Burlington, ON, CAN
Hybrid
100K-130K Annually
Senior level
Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
The Role
Supports sales revenue operations through forecasting, performance reporting, dashboards, quota and compensation planning, and data-driven analysis. Maintains Salesforce opportunity and account-management standards, supports territory planning and transfers, prepares executive presentations, and drives strategic cross-functional initiatives. The role requires strong analytical, financial planning, communication, presentation, stakeholder influence, and project management skills, along with advanced Microsoft Excel and Salesforce proficiency.
Summary Generated by Built In

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Team Overview

The Specialist - Revenue Operations and Analysis supports the Sales organization by delivering high-quality revenue forecasts, analytics, and performance reporting. The role supports the Sr. Manager, Sales Strategy & Analysis by applying strong revenue operations expertise, preparing materials for internal management reviews and driving management-defined strategic initiatives. You will also develop sales quotas, compensation programs, and incentive plans designed to maximize revenue. This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.

Role Overview And Core Responsibilities

  • Deliver high-quality forecasting and sales performance reports, charts and dashboards on a weekly, monthly, and annual cadence to enhance revenue visibility.
  • Optimizing weekly, monthly, and annual sales forecasting to enhance revenue visibility, analysis and inform management decision making and actions.
  • Track key sales performance indicators to identify trends and inform decision-making for performance improvement and revenue growth.
  • Provide data-driven insights to inform and support management decision making.  
  • Supporting the Sales team in developing periodic and ad hoc analysis and internal reporting including strategic planning and sales management.
  • Establish and enforce best practices around opportunity & account management to ensure accuracy and hygiene in Salesforce.
  • Coordinating and facilitating the annual sales quota, compensation process, embedding sales and industry best-practices.
  • Collaborate with the sales team on account planning, territory realignment, and account transfers.
  • Support the preparation of executive-ready presentations for senior leaders and executives.
  • Additional ad-hoc assignments as directed to meet business needs.

Required Knowledge And Experiences

  • Bachelor’s degree required (Commerce, Economics or Engineering) Masters/MBA is an asset.
  • 5+ years’ experience in revenue operations, sales strategy development, business planning and related analytics.
  • 3+ years’ experience developing and delivering executive presentations. Knowledge of marketing concepts.
  • 3+ years’ experience in strategic planning: account allocation, quota setting, drawing insights to enhance decision making is an asset.
  • Strong understanding of sales processes and revenue operations.
  • Strong math skills and a working knowledge of financial analysis and planning.
  • Excellent oral and written communication skills, strong proficiency in drafting client-facing and executive-ready presentations.
  • Project management, working across functions to drive project to successful outcome; including tracking, monitoring and managing processes.
  • Strong persuasion, sales, and analytical skills, with the ability to align and influence stakeholders across the organization - including senior leaders and executives in diverse functions and international markets - without direct authority, and drive projects to successful completion.
  • Ability to synthesize large amounts of information into discernable business insights to focus senior leaders and align disparate business partners; superior organizational skills with the ability to handle concurrent projects and priorities.
  • Proficiency in using Salesforce.com.
  • Expert-level proficiency with Microsoft Excel, including Macros, Advanced Formulas, Conditional Formatting, and Pivots.

The expected pay range for this position is $100,000 - $130,000 annually. The pay information provided for this position reflects a reasonable estimate of the range of expected compensation for this job. At TransUnion, actual compensation is based on careful consideration of

many factors such as (but not limited to) an individual’s education, training, work experience, job related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. In addition, variable compensation is based on applicable company guidance and plan documents as well as performance.

This job posting is for an existing vacancy. The opening is the result of a newly created position.

Accommodation is available, including for applicants with disabilities, in accordance with applicable laws.


TransUnion Overview:

At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.


Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.


TransUnion's Internal Job Title:

Advisor, Sales Support

Skills Required

  • Bachelor's degree in Commerce, Economics, Engineering, or a related field
  • 5+ years of experience in revenue operations, sales strategy development, business planning, or related analytics
  • 3+ years of experience developing and delivering executive presentations
  • Experience with strategic planning, account allocation, quota setting, and business insights
  • Strong understanding of sales processes and revenue operations
  • Strong mathematics skills and working knowledge of financial analysis and planning
  • Excellent oral and written communication skills
  • Proficiency drafting client-facing and executive-ready presentations
  • Project management experience, including tracking, monitoring, and managing processes
  • Strong persuasion, sales, analytical, organizational, and stakeholder-influence skills
  • Ability to synthesize complex information into business insights and manage concurrent priorities
  • Proficiency using Salesforce.com
  • Expert-level Microsoft Excel proficiency, including macros, advanced formulas, conditional formatting, and PivotTables
  • Master's degree or MBA
  • Knowledge of marketing concepts

What the Team is Saying

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Sheetal Wathare
TransUnion
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TransUnion Compensation & Benefits Highlights

  • Healthcare Strength — The package includes day-one medical coverage with multiple plan options, HSA/FSA, dental, vision, disability resources, and robust mental-health support (therapy, coaching, EAP).
  • Parental & Family Support — Offerings include 12 weeks of paid parental leave with a gradual return, adoption and caregiver assistance, dependent-care FSA, Care@Work, and recognition for inclusive family benefits such as subsidized childcare and fertility reimbursement.
  • Leave & Time Off Breadth — Flexible time off, 10 paid holidays, two global wellness days, and paid volunteer time indicate a broad time-off program.

TransUnion Insights

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The Company
HQ: Chicago, IL
13,000 Employees
Year Founded: 1968

What We Do

TransUnion is a global information and insights company that makes trust possible by ensuring that each consumer is reliably and safely represented in the marketplace. We do this by having an accurate and comprehensive picture of each person. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. Because of our work, organizations can better understand consumers in order to make more informed decisions, and earn their trust through great, personalized experiences, and the proactive extension of the right opportunities, tools and offers. In turn, consumers can be confident that their data identities will result in the opportunities they deserve. We make trust possible, so businesses and consumers can transact with confidence and achieve great things. We call this Information for Good®—it’s our purpose, and what drives us every day.

Why Work With Us

Our culture is welcoming, energetic and innovative. There’s an overall synergy that flows throughout TransUnion, creating a sense of unity in knowing that we’re all working to achieve the same overall goal. We’re dedicated to providing opportunities for our people to get involved and stay connected with their colleagues across the globe.

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TransUnion Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQChicago, IL
MX
Amsterdam, NL
Bengaluru, IN
Boca Raton, FL
Bogotá, Colombia
Burlington, ON
South Africa
Cerqueira César, Sao Paulo
Chennai, IN
Cherry Hill, NJ
Cork, County Cork
Crum Lynne, PA
Denver, CO
Greenwood Village, CO
Guaynabo, PR
Gurugram, IN
Hamburg, DE
Hyderabad, IN
Johannesburg, ZA
TransUnion UK Head Office
London, GB
Louisville, KY
Madrid, ES
Makati, PH
Mumbai, IN
New York, NY
Pune, IN
Reston, VA
San Luis Obispo, CA
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Sydney, NSW
Toronto, ON
Ulloa, La Aurora
Washington, US
White Plains, NY
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