Join Epicor as a Revenue Operations BI Analyst! The Rev Ops BI Analyst defines analytics and dashboards based on analytics from internal and external data that lead to actionable insight for decision-makers. Creates specifications for reports and analysis based on business needs using system reporting tools. Recommends improvement for GTM processes. Leads projects and acts as a mentor for other team members and a resource for complex issues.
Conducts in-depth analysis and provides recommendations for standard and executive-level Revenue Operations reporting and dashboards across CRM and business intelligence tools to measure GTM performance (pipeline, conversion, velocity, attainment, retention, expansion).
Develops, implements, and continuously improves KPI definitions and measurement frameworks aligned to organizational goals; establishes leading/lagging indicators and recommends actions to drive outcomes.
Builds and maintains scalable data models, reporting datasets, and metric layers to ensure consistent interpretation of performance across teams and forums (QBRs, MBRs, forecasting, territory planning).
Partners with RevOps and GTM stakeholders to identify key business questions, prioritize analytics roadmaps, and deliver insights that improve pipeline generation, sales execution, and customer outcomes.
Recommends strategies to enhance CRM data quality and governance (e.g., opportunity hygiene, stage definitions, activity capture, account/contact integrity), and works with field teams to improve data capture processes.
Gathers and synthesizes insights from Conversational Intelligence and CRM tools (e.g., Gong and Salesforce) to identify trends in customer needs, sales behaviors, deal risks, objection themes, and coaching opportunities.
Leverages AI (e.g., predictive signals, anomaly detection, summarization, and natural-language querying) to accelerate insight generation, improve forecasting inputs, and scale reporting/analysis workflows.
Collaborates effectively with cross-functional partners to ensure alignment on definitions, assumptions, and business logic; communicates insights through clear storytelling and decision-ready recommendations.
Collaborates effectively with stakeholders across the company
Stay up to date with industry trends, emerging technologies, and best practices
Lead, mentor, and develop team members on new processes and best practices.
Strong knowledge of CRM and GTM data, including Salesforce objects and typical revenue processes
Ability to interpret data into insights for decision making
Ability to identify and implement process improvement
Strong experience with BI/visualization tools (e.g., Tableau, PowerBI) and best practices for dashboard usability, performance, and metric governance
Proficiency in SQL and experience developing reliable datasets for BI; familiarity with ETL/ELT concepts and data quality practices
5+ years of applicable BI/analytics experience, including significant work with CRM and GTM/revenue data
Bachelor’s degree (or equivalent experience)
#LI-KT1 #LI-HYBRID
At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility: Comprehensive support for international relocations and permanent residency processes.
Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Minimum: $105,000 USD Maximum: $178,000 USD
The salary range provided reflects the national average for this job title and does not represent compensation specific to Epicor Software Corporation. Actual compensation will vary based on experience, qualifications, and market factors relevant to the position.
Kevin Towers
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Epicor Software provides enterprise resource planning (ERP) and supply chain management solutions for manufacturing, distribution, and service industries. The company serves mid-market businesses globally with cloud and on-premise software platforms.
Visit website$105,000 – $178,000
Base Only
