Revenue Operations Analyst
Pax8
Based in Manila, you are a core member of the Americas Revenue Operations team. While the Americas-base crew wraps up their day, you keep the flywheel spinning: taking raw CRM/data warehouse extracts, SPM/attainment files, and JIRA/SFDC/ServiceNow requests and turning them into clean territory maps, headcount and capacity models, quota files, and compensation calculations. When the GTM leaders log on each morning, they’re greeted with trustworthy data, reconciled disputes, and clear next step because of your work.
Every day you collaborate closely (via Slack/Teams conversations and meetings during overlap hours) with the RevOps teams – validating data, deploying updates, and surfacing trends that shape quota, coverage, and pay decisions across the Americas. They design the playbook; you co‑author the details and execute them – resolving exceptions, automating updates, and packaging executive‑ready models and reports for a seamless hand‑off at dawn. In short, you are the indispensable operator who ensures Pax8’s GTM engine hums 24 × 7.
Essential Responsibilities and Percentage of Time Spent (includes, but is not limited to):
Capacity, Coverage & Territory Modeling (30%)
- Slice annual ARR / bookings targets down to segment, region, and rep level and keep a fully auditable allocation file.
- Refresh Excel/Power Query workbooks for headcount, ramp, capacity, and territory assignments (version‑controlled, SOX‑auditable).
- Build “what‑if” scenarios (new overlays, productivity ramps, hiring mixes, revenue assumptions) that feed both Finance’s long-range plan, as well as the region’s operating plan.
- Run annual or six-month territory equalization cycles and monthly/quarterly/half quota cycles to keep account distribution fair and compliant
- Proactively help manage and deliver multi-quarter and multi‑year capacity scenarios ahead of planning cycles.
Quota & Compensation Operations (30%)
- Load and reconcile quota and credit files, as well as SPIFFs and incentives into Pax8’s SPM platform and related systems and processes.
- Maintain headcount tables and ensure they stay in sync.
- Work with RevOps Business Partners to translate business requirements into quota and book of business execution, ensuring proper documentation and analysis through planning processes.
- Support Sales Operations on compensation/attainment disputes, validating input metrics and ensuring on-time communications and SLA adherence with internal sales users.
KPI & Forecast Reporting (15%)
- Build and distribute reporting (e.g., weekly updates, month-end reporting for attainment, compensation, actuals vs. budget, etc.) to your RevOps Business Partners to leverage for discussions and analysis.
- Own and manage all reporting relevant to incentives and SPIFFs.
- Provide ad hoc analyses for different programs, products, teams, and GTM leadership relevant to planning, strategy, comp, attainment, and performance.
Ticket Intake & Data Validation (5%)
- Monitor ServiceNow/JIRA queues; resolve or route territory, quota, and comp requests.
- Promote CRM best practice: QA on relevant CRM and SPM fields/tables; flag/document data‑quality issues and ensure probably escalations occur.
Process Improvement/Automation (5%)
- Document clear, reusable SOPs by leveraging AI and automations (Microsoft Copilot/VBA and Macros/Power Query) to cut manual steps down by 20% QoQ.
- Pilot small‑footprint automations (e.g., Copilot refresh scripts, VBAs, Power Automate flows) and educate RevOps team members and cross-functional business partners.
- Share best practice with Manila peers & regional RevOps to drive global standardization.
Ideal Skills, Experience, and Competencies:
- 3-4+ years in Revenue/Sales Ops, FP&A, or compensation support (SaaS/tech preferred).
- Advanced Excel (Power Query, nested formulas, VBA or Copilot automation); comfortable building scenario models from scratch or modifying existing models.
- Salesforce power‑user (reports, dashboards, object/field schema) with hands‑on data‑hygiene mindset.
- Hands‑on experience with CaptivateIQ or other Sales Performance Management / Compensation Platforms (e.g., Xactly/Varicent/Spiff).
- Familiarity with ServiceNow or JIRA ticketing; Teams/SharePoint collaboration.
- Working knowledge of SaaS GTM concepts: territories, capacity, quotas, ARR, ACV, funnel KPIs.
- Ability to build strong remote relationships, juggle multiple priorities, and thrive in a deadline‑driven environment with 3–4 hr U.S./CAN overlap.
- Meticulous attention to data accuracy and process discipline.
Nice-to-Haves:
- Python scripting, SQL, and/or Power BI for ad‑hoc analysis.
- Experience with sales‑planning and forecasting tools (Pigment, Anaplan, Clari).
- Knowledge of AI‑powered analytics tools (Copilot, ChatGPT, predictive AI).
- Experience supporting quota-bearing sellers in multi-segment, hyper-growth, global orgs.
🚀 Within Your First Year, You’ll Know You’re Crushing It If:
- Within 90 Days: The engine is purring. Every ServiceNow/JIRA request from the prior business day is triaged before the America’s teams come online; capacity & territory workbooks are rebuilt with version control and zero formula errors; you’ve surfaced several data‑quality gaps and proposed fixes.
- Within 120 Days: Cycles run on rails. Monthly quota, credit, and SPIFF cycles close without re‑work; headcount and capacity refreshes are standardized and easy-to-understand; a Copilot / VBA automation trims manual prep time on quota files, and a concise SOP library (territories, quotas, disputes) is live in SharePoint.
- Within 6 Months: Insights move at the speed of business. Territory and capacity models refresh in hours and days, not days or weeks, fueling leadership discussions; the mid‑year equalization and a new ramp‑productivity model land on schedule; comp disputes resolve inside a three‑business‑day SLA.
- Within 12 Months: You’re mission critical. SLAs are consistently green. Plan and compensation statements are issued on time at least 98 % of the time, and any credit or payout disputes are resolved within <TBD> SLA. You have launched several automations that each month save the team 20 or more analyst hours and are documented for reuse across RevOps. Your capacity, territory, and quota models and contributions are the trusted source for FP&A and GTM leadership during annual planning, and you are the designated point of contact for any Americas coverage or compensation questions.
Required Behaviors:
- Compassionate Candour – We aim to assist others with candid, actionable feedback.
- Seek to Understand – Be open, curious and committed to learning
- We before me – Actively collaborate & seek out diverse perspectives to ensure a win for Team Pax8
- Do What you Say – Take ownership and honour your commitments. Prioritise and deliver
- Light up learning – Be brave and try new ideas; be vulnerable and share your failures so everyone can learn from our mistakes
- Driven by passion – Connects personal passion to Pax8 mission. Resilient in face of adversity and uncertainty in pursuit of mission.
Required Education & Certifications:
- B.A./B.S. in a related field or equivalent work experience.
- Microsoft Power BI Data Analyst Associate (PL 300) or similar certification preferred.
Work Environment:
Professional office environment. Routinely uses standard office equipment such as computers, phones, copy machines, printers, and filing cabinets. Remote and/or hybrid work at Pax8 requires all employees to have adequate, secure, and private internet service.
Core schedule covers late‑afternoon to midnight Manila time to ensure 3–4‑hour overlap with U.S. Mountain Time teams; occasional flex to align with quarter‑close or planning sprints.
Physical Demands:
A sedentary role that primarily involves sitting/standing.
Travel Requirements:
Infrequent travel is expected of this position.
People Org Details
Reports to:
TBD (Manila AMER Manager with lines to Senior Director, Revenue Operations – Dana Breakstone)
Location:
Manila, Philippines
Position/FLSA Status:
TBD
Position Level:
[Total Rewards to Validate]
Effective Date:
TBD