About Bluevine
Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best.
Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed.
We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next?
This is a hybrid role. At Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.
ABOUT THE ROLE:
Join us as a Senior Analyst, Revenue Analytics, where you will play a key role in improving revenue performance through data-driven insights, forecasting, and scalable reporting. You will partner closely with Sales, Revenue Operations, Business Operations, Finance, and other cross-functional teams to identify performance drivers, uncover growth opportunities, and support both near-term execution and long-term planning.
This is a hands-on individual contributor role for someone who is comfortable working with complex data, solving ambiguous business problems, and translating analysis into clear recommendations for senior stakeholders.
WHAT YOU'LL DO:
As a Senior Analyst on the Revenue Analytics team, you will:
- Improve Sales Productivity and Performance: Analyze sales performance across teams, business lines, customer segments, and channels to identify opportunities to improve productivity, conversion, and revenue outcomes.
- Own Revenue Analytics and Reporting: Develop and continuously improve dashboards, scorecards, and recurring reporting that help leaders understand performance, trends, risks, and opportunities.
- Develop Forecasting and Planning Models: Build forecasting and scenario models for new and repeat business, pipeline, sales productivity, and quota attainment to support proactive decision-making and performance management.
- Generate and Communicate Insights: Design and execute in-depth analyses to uncover the drivers of revenue performance and translate findings into clear, actionable recommendations.
- Evaluate Sales Team Effectiveness: Assess the effectiveness of sales teams, programs, and operational processes, and partner with stakeholders to recommend and measure improvements.
- Enhance Operational Metrics: Define, monitor, and improve key revenue and operational metrics while ensuring consistency in business logic, reporting definitions, and data quality.
- Automate and Scale Analytics: Identify opportunities to automate manual reporting, analysis, and recurring workflows using SQL, business intelligence tools, and generative AI platforms such as ChatGPT, Gemini/Google AI Studio, or similar tools, while following appropriate data privacy and security practices.
- Partner Across the Organization: Collaborate with Revenue Operations, Sales, Finance, Data, and Business Systems teams to solve business problems and improve the availability and reliability of revenue data.
WHAT WE LOOK FOR:
We are looking for a motivated, analytical, and impact-driven professional with:
- 4+ years of experience in revenue analytics, business analytics, sales operations, consulting, finance, technology, or a related analytical role.
- Strong proficiency in SQL and advanced Excel or Google Sheets, including analytical, statistical, or scenario modeling.
- Experience with data visualization and business intelligence tools, with Tableau strongly preferred; experience with Power BI, Looker, or similar platforms is also valued.
- A proven ability to analyze large and complex datasets, identify meaningful trends, and develop actionable business recommendations.
- Experience building dashboards, recurring reporting, forecasting models, or performance-management tools for business stakeholders.
- Strong problem-solving skills and the ability to structure ambiguous questions, gather relevant information, and deliver high-quality results.
- Excellent written and verbal communication skills, with the ability to present complex findings through clear narratives, presentations, and dashboards.
- The ability to collaborate effectively with senior leaders and cross-functional partners while managing multiple high-priority projects.
- Comfort using generative AI and automation tools to increase efficiency, improve analytical workflows, and reduce repetitive work. Experience creating prompts, lightweight automations, or AI-assisted analytical processes is a plus.
- A commitment to analytical accuracy, continuous learning, and operating effectively in a fast-paced and dynamic environment.
- A bachelor’s degree in business, economics, finance, statistics, mathematics, engineering, or another quantitative field, or equivalent practical experience.
Experience in Revenue Operations, Sales Operations, fintech, financial services, SaaS, or another data-intensive environment is preferred.
Benefits & Perks
- Excellent group health coverage and life insurance
- Meal allowance
- Transportation assistance (terms and conditions apply)
- Generous paid time off plan, Holidays
- Company-sponsored mental health benefits
- Financial advisory services for both short- and long-term goals
- Learning and development opportunities to support career growth
- Community-based volunteering opportunities