RingCentral
Finance / FinServ
SeniorSalesOperationsAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Sales Operations Analyst at RingCentral. Skills: Financial forecasts, Operational reports, Forecasting motion for PS bookings and revenue, Executive Partnership & Advisory, Forecast & Planning Consolidation, Project & Process Leadership, Field Support & Revenue Recognition. Act as a strategic consultant to PS Executive Leadership. Provide data-driven recommendations on forecast trends, pricing strategies, and operational improvements”
What You'll Achieve.
Drive the business
Industry & Context.
Analytical Problem Solving; Ability to identify issues in straightforward situations, generate solutions, and make sound decisions using financial and business acumen
What They're Looking For.
Must Have
4-6 years of work experience in a business operations, FP&A, or analytics, preferably within a Professional Services or SaaS environment, Proven ability to communicate complex financial insights and "tell the story" behind the data to senior and executive stakeholders, Expert proficiency in MS Excel and Salesforce (SFDC) data/reporting, Bachelor’s degree in Finance, Business Administration, or a related analytical field, Ability to identify issues in straightforward situations, generate solutions, and make sound decisions using financial and business acumen, Deep understanding of services-specific metrics, including Utilization, LOE, resource allocation, salesookings, cycle time, etc.
Nice to Have
Experience with Monday. com or similar ProServ tools is highly preferred, Demonstrated ability to architect dashboards and data modeling in Tableau, Experience leveraging AI/LLMs to automate data structuring, synthesize complex reporting, and drive predictive insights within a post-sales environment, Experience with the development side of Salesforce (SFDC) or a current SFDC Admin ability to understand and influence data architecture and object relationships
What You'll Do.
Act as a strategic consultant to PS Executive Leadership
Provide data-driven recommendations on forecast trends
and operational improvements
Present formal reports and dashboards that characterize global business performance
Lead the monthly/quarterly forecasting motion for PS bookings and revenue
and Expense forecasts
Validate PS revenueookings forecasts and perform detailed variance analysis
Identify systems/reporting improvements and manage processes defined in collaboration with senior management
Actively support the Revenue Recognition process by running reports
informing stakeholders
and ensuring execution of actions
Serve as a common interface to local finance teams
How You'll Work.
Team & Collaboration
Act as a primary business partner with the FP&A team; Own the operational partnership with the PS business leaders; Serve as a common interface to local finance teams
Communication Scope
Communicate complex financial insights and "tell the story" behind the data to senior and executive stakeholders
Process & Methodology
Project management data (like LOE, Utilization Rates, Project Margin)
Full Job Description
**Say hello to opportunities.** If you’re looking to be part of what’s next in communication, you’re in the right place. At RingCentral, we believe the best customer experiences happen when humans and AI work together. Our agentic voice AI portfolio—AIR, AVA, and ACE—brings together automation, assistance, and insights across the entire conversation lifecycle. The result? More seamless, intelligent experiences for businesses everywhere. With $2.5B+ in ARR and $250M invested in R&D annually, we’re building the future of AI-powered business communications. ****This is where you and your skills come in. We’re currently looking for:**** As a Senior Sales Operations Analyst for Professional Services (PS), you will be the strategic financial and operational engine behind our post-sales organization. This role is designed for a high-performer who thrives on Direct Executive Visibility. You will be working closely with senior and executive leadership to translate project management data (like LOE, Utilization Rates, Project Margin), bookings data (like Discount Rates, PS Bookings, Attach Rates) into financial forecasts and operational reports that drive the business. You will manage the forecasting motion for PS bookings and revenue, own the operational partnership with the PS business leaders, and act as a primary business partner with the FP&A team. This position offers a front-row seat to the decision-making processes of a global SaaS leader, requiring a unique blend of FP&A rigor, operational insight and professional services knowledge. ****Job Duties:**** * **Executive Partnership & Advisory**: Act as a strategic consultant to PS Executive Leadership. Provide data-driven recommendations on forecast trends, pricing strategies, and operational improvements. Present formal reports and dashboards that characterize global business performance. * **Forecast & Planning Consolidation**: Lead the monthly/quarterly forecasting motion for PS bookings and revenue. Consolidate Book
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