Manager, Business Intelligence & Revenue Analytics at InfoTrack US | CA, US | Rezi

Manager, Business Intelligence & Revenue Analytics at InfoTrack US

Manager, Business Intelligence & Revenue Analytics

InfoTrack US · CA, US

2 weeks ago

Manager, Business Intelligence & Revenue Analytics

InfoTrack US · CA, US

15 days ago
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About the Role

The Manager, Business Intelligence & Revenue Analytics is responsible for translating the strategic direction of the BI and analytics function into a prioritized roadmap, ensuring high-quality execution, team performance, and professional development. This role helps define how data is leveraged to drive decisions across Product, Sales, Marketing, Revenue Operations, and Executive Leadership by developing reporting frameworks, analyzing performance trends, and identifying opportunities and risks. It is a hands-on leadership role requiring a balance of people management and direct analytical contribution.

Responsibilities

  • Partner with Sales leadership to deliver reporting, forecasting, performance insights, and data-driven recommendations.
  • Analyze pipeline, churn, product adoption, and customer behavior to identify trends, growth opportunities, and actionable recommendations.
  • Identify underserved segments, at-risk accounts, and areas of pipeline risk through ongoing data analysis.
  • Present insights and recommendations to Sales teams and leadership.
  • Support Marketing through campaign performance analysis, attribution, audience segmentation, and actionable insights.
  • Track and report on key marketing performance indicators.
  • Partner with Marketing stakeholders to define success metrics and develop reporting.
  • Develop and maintain KPI reporting frameworks, dashboards, and executive reporting.
  • Ensure management reporting is timely, accurate, consistent, and designed to tell a meaningful business story.
  • Proactively identify and communicate performance trends, anomalies, opportunities, and risks.
  • Partner closely with Data Engineering to define analytics requirements, establish priorities, and ensure business needs are accurately reflected in data models, transformation logic, data pipelines, and reporting outputs.
  • Contribute to data design discussions through a strong understanding of database structures, relational data concepts, and data best practices.
  • Develop and maintain reporting logic, datasets, and reusable analytical assets.
  • Define, document, and maintain core business logic, including revenue metrics, customer segmentation, and product usage definitions.
  • Establish and maintain data standards and governance practices.
  • Develop validation and reconciliation processes to identify, investigate, and resolve data quality issues.
  • Promote data literacy and self-service analytics.
  • Partner directly with Sales, Marketing, Revenue Operations, and executive stakeholders to gather requirements, provide updates, and deliver reporting and analysis.
  • Build strong cross-functional relationships and serve as a trusted advisor.
  • Proactively identify gaps between available data and business needs and recommend solutions.
  • Ensure analytics initiatives support informed decision-making and measurable business outcomes.
  • Develop and maintain the Business Intelligence and analytics roadmap, aligning team priorities with organizational goals.
  • Own the intake, prioritization, and delivery of analytics initiatives.
  • Lead, develop, and mentor a small team of Business Intelligence and analytics professionals.
  • Establish clear standards for analytical quality, communication, stakeholder engagement, and team performance.
  • Review team deliverables and provide ongoing coaching, mentorship, and feedback.
  • Manage team workload and priorities.
  • Foster a culture of accountability, curiosity, continuous improvement, and strong business partnership.
  • Remain a hands-on leader by personally owning key analytical initiatives and deliverables.

Requirements

  • Bachelor’s degree or equivalent combination of education and relevant professional experience.
  • 6+ years of progressive experience in business intelligence, analytics, revenue operations, or a related field.
  • 3+ years of people leadership experience managing business intelligence, analytics, or data professionals.
  • Strong SQL proficiency, including experience writing complex queries, joins, aggregations, and reusable reporting logic.
  • Demonstrated experience developing and maintaining reporting and dashboards that directly support business decision-making.
  • Experience working directly with Sales, Marketing, Revenue Operations, or other commercial stakeholders.
  • Experience using Microsoft Power BI to develop reporting and dashboards.
  • Demonstrated ability to translate complex data into clear, actionable insights for non-technical audiences.
  • Experience gathering requirements, presenting findings, and partnering directly with business stakeholders.
  • Strong written and verbal communication skills.
  • Ability to manage competing priorities across multiple stakeholders and functions.
  • Strong stakeholder management, prioritization, roadmap planning, coaching, and team development skills.
  • Preferred: Experience with data warehouse structures and data modeling concepts.
  • Preferred: Experience building SQL views, reusable analytical datasets, or reporting models.
  • Preferred: Familiarity with Salesforce CRM data structures and reporting.
  • Preferred: Exposure to NetSuite or other ERP platforms.
  • Preferred: Experience in marketing analytics, attribution modeling, or campaign performance measurement.
  • Preferred: Exposure to ETL/ELT tools and modern data integration platforms.
  • Preferred: Experience working in a multi-entity or cross-functional environment.
  • Preferred: Exposure to Python for data analysis, automation, or transformation work.

Skills

  • SQL
  • Microsoft Power BI
  • Data Warehouse Structures
  • Data Modeling
  • Salesforce CRM
  • NetSuite
  • ETL/ELT
  • Python

Location

  • San Francisco

Work Type

  • Hybrid
  • Full-time

Experience Level

  • Manager
  • 6+ years of experience
  • 3+ years of people leadership experience

Education Level

  • Bachelor's degree

Salary/Compensations

  • $120,000 to $160,000
  • Performance-based bonus

Benefits

  • 401(k) Match
  • Medical, Dental, & Vision Insurance
  • Employer-funded Short/Long-Term Disability, Life, and Accidental Death & Dismemberment (AD&D) Insurance
  • 20 Days of Paid Time Off (PTO)
  • 11 Paid Holidays
  • “Be Me Time” off for mental health, re-charging, volunteering
  • Matching Gift Program

About the Company

  • One Legal, a division of InfoTrack, is a one-stop online solution for legal professionals to file court documents in every California court, manage service of process nationwide, and more.
  • A leader in innovative technology solutions for legal professionals for more than 30 years, One Legal continues to be among the most respected in the industry.
  • As a highly ambitious company, we know that our people are critical to our success.
  • We're passionate about fostering a high-performance culture built on professional development, open communication, and transparent leadership.
  • At InfoTrack, we’re committed to a workplace where everyone feels comfortable doing their best work and having fun!
  • We believe in a work/life balance that fulfills you while you’re here and supports you when you’re not.
  • We built our benefits package to prove that we’re committed to you having everything you need.

Equal Opportunity

  • InfoTrack is an equal opportunity employer. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger.
  • We welcome the unique contributions that you can bring in terms of your education, opinions, culture, ethnicity, race, ancestry, sex, gender identity and expression, national origin, citizenship, marital status, age, languages spoken, veteran status, color, religion, disability, sexual orientation, and beliefs.
  • Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.