The Organization: Merit America
The American economy is broken. Today, 53 million working adults–nearly half of the U.S. workforce–do not earn a living wage. These talented workers have few options to advance: college is too long and expensive, full-time boot camp programs don’t offer enough flexibility, and online courses don’t have the structure or support to translate learning into a new career. The result? Talented workers, disproportionately people of color and women, get stuck in low-wage roles with no way to build a better life for themselves and their families.
Merit America is a national nonprofit that creates pathways to family-sustaining careers for Americans stuck in low-wage work. Our fast, flexible solutions are built for working adults: We start by analyzing tens of millions of job postings to identify in-demand, high-paying tech careers and then work with industry-recognized partners to train for these roles with part-time programs that combine flexible online learning with best-in-class coaching. Finally, we support our learners in their job search, helping them connect with a broad constellation of local and national employers such as JPMorgan Chase and Infosys to land higher-earning, family-sustaining jobs. Merit America is on a mission to build a scalable pathway for workers to join the middle class through merit, not money. Since our founding in 2018, we’ve generated a projected $1 billion in near-term wage gains for our learners.
Role Overview
Reporting to the Managing Director of Revenue Operations & Strategy, this role owns the analytical infrastructure driving Merit America's revenue decisions. As a data-forward, AI-first position, it is designed for a strategic builder to architect the forecasting, modeling, and data workflows essential for sustained revenue growth.
While the Managing Director sets the strategic vision—including pricing strategy, partner product packaging, and long-term growth direction—this role serves as a critical cross-functional partner who thrives in a building environment, is comfortable owning analytical work with limited precedent, and understands how to connect, communicate and operationalize data cross-functionally for impact.
A key part of this role is working closely with the Development and Partnership Team — serving as a key analytical/operational support to that team in achieving their top-line targets, shaping forecasts, and informing goal setting. You must be able to translate data into insights and be able to reduce operational toil through CRM excellence to drive best-in-class revenue operations for donors, paid partners, and internal stakeholders.
We recognize that some individuals from underrepresented backgrounds may hesitate to apply if they don't meet 100% of the listed qualifications. Please don't let that discourage you from applying! We value the unique skills, experiences, and perspectives that each applicant brings, and we encourage you to apply if you believe your background demonstrates the required skills and competencies.
Responsibilities
Revenue Forecasting & Financial Tracking (30%)
- Revenue Forecasting & Modeling: Own the AI-enabled revenue forecast model. Integrate pipeline, capacity, and enrollment data across all channels to directly drive development team goal-setting and performance tracking.
- Executive Reporting & Insights: Synthesize inputs from program, finance, partnerships, and development teams into executive-ready projections and strategic decision materials for leadership.
- Performance Tracking: Monitor actuals versus forecasts, surfacing variances early with clear data-driven explanations and actionable next steps.
- Dashboard Management: Maintain executive dashboards to provide leadership with a real-time, transparent view of overall revenue health.
- Strategic Pricing & Packaging: Support the Managing Director on pricing and packaging analysis by executing data modeling and preparing high-stakes materials for leadership and partner conversations.
Donor and Partner Compliance & Learner Volume Tracking (25%)
- Revenue Integration: Serve as the operational link between operations and finance, ensuring all revenue sources are modeled accurately in the forecast.
- Compliance Governance: Manage compliance requirements across all revenue sources—to ensure we are compliant with all revenue producing partnerships and funders.
- Risk Mitigation: Monitor program completion rates against deliverables in philanthropic and corporate contracts, flagging variances early to protect funder and partner relationships.
- Cross-Functional Synergy: Partner with the Learner Financing Specialist and finance team to unify financing data, compliance status, and learner outcomes into a single, cohesive view of revenue health.
CRM Governance & Pipeline Management (25%)
- Data Governance & Integrity: Own day-to-day governance of Salesforce as the system of record for partner pipeline and revenue — enforcing data entry standards, not just using the tool
- Proactive Risk Management: Monitor funder/partner health indicators and flag at-risk relationships before they affect the forecast
- Renewal Optimization: Support the grant renewal process by ensuring renewal timelines, contract terms, and partner status are tracked proactively and accurately
- CRM Optimization: Continuously improve the CRM as a forecasting input, identifying gaps between what the data says and what the organization actually knows so as to reduce toil for the Development and Partnership Teams.
Cross-Functional Coordination & Communication (20%)
- Capacity Optimization: Coordinate cross-functionally to pressure-test learner volume, learner performance against program schedule and partnerships commitments.
- Executive Visibility: Prepare regular revenue reports and forecasting summaries that can be shared directly to leadership team
- Data Enablement: Translate complex analytical findings into clear, accessible insights for non-technical stakeholders across the organization
Skills and Competencies
We recognize that some individuals from underrepresented backgrounds may hesitate to apply if they don't meet 100% of the listed qualifications. Please don't let that discourage you from applying! We value the unique skills, experiences, and perspectives that each applicant brings, and we encourage you to apply if you believe your background demonstrates the required skills and competencies.
Must-Haves for all roles at Merit America:
- Committed to Merit America's mission to pave pathways to family-sustaining careers, break the poverty cycle, and create upward mobility for low-wage workers
- Demonstrated history of embodying our values, which inform our work and drive our organization's culture
- Shared sense of responsibility and ownership for our collective work in making a positive impact on the community we support, true to our value of Win & Lose Together
- Committed to continuous learning and growth in advancing inclusive excellence and closing gaps across lines of difference
- Passionate about fostering a workplace culture that embraces and values individual differences, aligned with our core value of inclusivity
Must Haves for this role:
Revenue Analysis & Forecasting
- 5+ years of experience in revenue operations, financial analysis, business intelligence, or a closely related analytical field
- Proven track record of leading end-to-end forecasting model design — you independently build, stress-test, and communicate multi-scenario revenue projections to senior and executive audiences
Data Governance & Data Integrity
- CRM experience — Salesforce strongly preferred — with a track record of enforcing data governance standards across a team, not just day-to-day usage
- Ability to identify gaps between what the data says and what the organization actually knows, and drive the changes needed to close them
- Advanced proficiency in Excel or Google Sheets, including complex model architecture, combined with demonstrated AI proficiency - you actively use AI tools (Claude, ChatGPT, Copilot) to accelerate analysis, automate reporting to drive agility
Communication & Cross-Functional Influence
- Clear, precise written and verbal communication; able to translate analytical findings into recommendations that non-technical stakeholders can act on
- Track record of cross-functional collaboration — you've worked across program, finance, or partnerships teams and kept complex coordination moving without a lot of formal authority
- Proactive communication style: you surface issues, flag risks, and share updates as a default — not when asked
Strategic Thinking & Initiative
- Ability to manage multiple analytical workstreams simultaneously in a fast-paced, evolving environment
- Comfortable operating in a role where some systems are still being built — you see ambiguity as an opportunity to shape something, not a problem to wait out
Nice to Haves for this role:
- Experience in a nonprofit, edtech, or workforce development organization
- Familiarity with program or learner data and how it connects to revenue timing and financial outcomes
- Experience supporting pricing or product development decisions
- Exposure to data visualization tools (Tableau, Looker, or similar)
- Experience interpreting compliance or reporting requirements related to partner contracts or grants
Other Logistics
- This position is full-time: 4-day work week (Fridays are an operating day if there is a holiday closure during the week)
- Location: Remote
- Salary: $120,000; Merit America benchmarks compensation on a nonprofit pay scale and is committed to transparent, equitable pay practices.
We take care of our employees by providing the following perks and benefits (please note that some of the benefits do not apply to temporary employees):
- Medical, Dental and Vision insurance (100% Paid Employee Only Coverage)
- Flexible Spending Account and Health Savings Account
- Dependent care Flexible Spending Account
- Health Reimbursement Account fully funded by Merit
- Education & personal development reimbursement
- Catalog of courses for professional learning and development
- Short and long-term disability
- Unlimited vacation (after a 90-day introductory period)
- Paid Parental Leave and Adoption benefits (after 1 year of employment)
- 11 federally recognized holidays
- 2 week holiday office closure in December/January
- 401(k) retirement plan with automatic Merit contribution
- Wellness Benefits/Wellness Resources
- Discount perks at work program
- Phone/technology stipend
- Home office setup stipend
- Affinity groups and community building via virtual, in-person, and/or regional meetups
*Eligibility for some benefits may vary based on employment status, full-time or part-time. Eligibility will be outlined during the hiring process.
Remote Work & Sponsorship
Candidates must reside within the 50 states or District of Columbia and have full authorization to work in the 50 U.S. states & the District of Columbia (international work abroad, including the U.S. territories (Puerto Rico, Guam, U.S. Virgin Islands, and other islands are excluded). In addition, Merit America doesn't offer employment visa sponsorship.
Equal Opportunity Statement
Building an inclusive, high-performing team that is diverse across lines of personal identity is integral to our success and we are proud to be an equal opportunity employer.
This means we do not discriminate against any job applicant or employee because of their race, ethnicity, color, religion, national origin, sex, disability status, genetics, protected veteran status, gender identity or expression, sexual orientation, age or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment.
We actively strive and evolve to develop and maintain workspaces that are fully inclusive. We encourage candidates from underrepresented groups to apply.
Still excited about our work? You can learn more about our work inthis video we made with our founding partner, Google.
Fair Chance Ordinance
Applicants who have arrest or conviction records and are in unincorporated areas of Los Angeles County will be considered in accordance with the state’s fair chance ordinance law. Employment under the ordinance includes part-time work, seasonal work, contract work, contingent work, work on commission, and work through the services of a temporary or employment agency.
E-Verify Statement
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form.
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