We are a growing Australian service-based business in the property sector. We’re looking for a high-level Revenue Operations / Business Intelligence specialist to build and manage a monthly executive dashboard covering:
• Marketing performance
• Sales pipeline metrics
• Financial performance
• Operational efficiency
This is not basic reporting.
We want strategic-level clarity and decision-grade insights.
The Role
You will design and maintain a monthly performance dashboard that integrates data from:
• CRM (GHL / similar)
• Advertising platforms (Meta / Google)
• Accounting software (Xero or similar)
• Internal operational metrics
The outcome:
A clean, executive-level dashboard that clearly shows:
• Revenue
• Gross profit
• Customer Acquisition Cost (CAC)
• Lifetime Value (LTV)
• Conversion rates by stage
• Cost per lead
• Pipeline value
• Forecast revenue
• Operational KPIs (cycle time, close rate, fulfilment time etc.)
• Marketing attribution clarity
We want insights — not just charts.
You Must Understand
• Sales pipeline mechanics
• CAC, LTV, ROAS, conversion tracking
• Financial ratios and margin analysis
• Operational efficiency metrics
• CRM integrations
• Attribution modelling
• Automation and data consolidation
• Forecast modelling
If you don’t naturally think in terms of funnel efficiency and capital allocation, this role isn’t for you.
Deliverables
• Initial dashboard architecture proposal
• Monthly reporting template
• Automated data feeds where possible
• Executive summary insights each month
• Ongoing optimisation suggestions
Ideal Background
• Revenue Operations Specialist
• Business Intelligence Analyst
• Growth Operations Manager
• Data & Dashboard Consultant
• KPI / Metrics Reporting Specialist
Experience in service-based or property-related businesses is highly regarded.
Tech Stack (Current / Likely)
• GoHighLevel (CRM)
• Meta Ads
• Google Ads
• Xero
• Google Sheets / Looker Studio / Power BI / Tableau (open to recommendation)
Engagement Structure
• Ongoing monthly role
• Initial setup phase
• Then monthly reporting + optimisation
Please include examples of dashboards you’ve built.
IMPORTANT
To confirm you have read this entire job description, please include the word:
“PipelineClarity”
at the top of your application.
Applications without this word will not be reviewed.