Bookings Attribution Analyst (Sales/Revenue Operations Analyst)
We are looking for a Bookings Attribution Analyst to support Sales Motion Reconciliation (SMR) activities across the Americas. This person will be responsible for managing reconciliation cases from start to finish, ensuring bookings are accurately classified between New and Renew business.
This is a hands-on role sitting at the intersection of Sales Operations, Finance, Revenue/Bookings Operations, and Sales. You will analyze booking data, investigate discrepancies, coordinate resolutions across multiple stakeholders, and provide Finance with clear visibility into how booking adjustments impact forecasting.
The ideal candidate has experience in sales operations, revenue operations, bookings/order management, or financial analysis and is comfortable working with large datasets, resolving discrepancies, and driving issues to closure in a fast-changing environment.
Key Responsibilities
- Own a portfolio of Sales Motion Reconciliation (SMR) cases from initial review through final resolution.
- Review device-level and bookings data to determine how transactions should be classified between New and Renew business.
- Investigate discrepancies, gather missing information, and clearly document how attribution decisions were reached.
- Partner with Sales/Revenue Operations stakeholders to resolve disputed cases and obtain final approval.
- Ensure approved booking reclassifications and retags are accurately reflected in reporting.
- Monitor case aging and proactively escalate unresolved cases according to established timelines.
- Prepare a weekly reporting package for Sales and Finance covering booking movements, financial exposure, aging cases, and outstanding policy disputes.
- Work extensively in Excel, including large data extracts, reconciliations, pivot tables, and lookups.
- Document decision logic and maintain process documentation to ensure consistent treatment across cases.
- Analyze recurring issues and provide monthly insights into root causes, policy disputes, and process improvement opportunities.
Qualifications
- 3–5 years of experience in Sales Operations, Revenue Operations, Bookings/Order Management, Renewals Operations, or Financial Analysis, ideally within a technology or enterprise environment.
- Strong understanding of bookings, revenue attribution, TCV/ACV, New vs. Renew business, or subscription/renewal models.
- Advanced Excel skills, including pivot tables, lookups, data reconciliation, and working with large datasets.
- Experience investigating financial or operational discrepancies and driving them through resolution.
- Strong written communication skills with the ability to translate detailed analysis into concise summaries for Sales and Finance stakeholders.
- Strong stakeholder management and follow-through, including the ability to escalate issues diplomatically without direct authority.
- Experience documenting business processes, workflows, and decision rules.
- Ability to operate effectively while processes, policies, and systems are evolving.
Compensation:
$35/hr to $45/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as short-term and long-term disability, life insurance and AD&D. Employees will also have access to a registered retirement savings account with employer matching. Employees in this role are also entitled to sick leave and/or other paid time off as provided by applicable law.
Artificial intelligence tools are used to assist in screening and assessing applicants for this position.
Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.
