Salary: $65,000 - $85,000
Job Description
The Revenue Operations Analyst is a high-impact, execution-focused role that bridges two critical functions: keeping deals moving efficiently and turning commercial data into clear visibility for sales leadership and executives. Reporting to the Manager, Sales Operations, this person will serve as a trusted partner to the Sales team reviewing deals for accuracy and margin health, managing pricing approvals, and building the dashboards and reports that help the business understand whats working.
This is the right role for someone early in their career who is analytically sharp, process-minded, and energized by being in the middle of the action. You dont need to have done both jobs before you need to be the kind of person who picks things up quickly, asks good questions, and cares about getting the details right.
This position offers excellent opportunities for professional growth, skill development, and career advancement.
Primary Responsibilities
Deal Desk
- Review incoming deals for pricing accuracy, margin thresholds, and discount compliance before they go to contract.
- Serve as the first checkpoint between Sales and Finance on non-standard deal terms, custom pricing, or contract exceptions.
- Manage the deal approval workflow routing requests, tracking status, and keeping deals from stalling.
- Assist with contract renewals, including reviewing pricing terms and flagging adjustments for consideration.
- Help enforce pricing guardrails and discount structures across the sales team.
- Fulfill booking requests by ensuring clean data transfer between Salesforce and NetSuite systems.
- File signed contracts into internal folders.
Revenue Operations & Analytics
- Build and maintain dashboards that give sales leadership and executives real-time visibility into pipeline health, deal performance, pricing trends, and gross margin
- Produce regular reports for business reviews weekly, monthly, and quarterly translating raw data into clear takeaways
- Track key commercial metrics: win rates, average deal size, discount levels, time-to-close, and margin by product and segment
- Identify patterns in pricing and deal data that can inform smarter pricing strategies and sales decisions
- Maintain Salesforce data integrity to ensure reporting is reliable and dashboards reflect reality
- Support the team in automating recurring pricing and reporting tasks wherever possible
Cross-Functional Support
- Partner with Sales, Finance, and Engineering to gather inputs needed for accurate pricing and deal structuring.
- Help onboard and train sales reps on pricing tools.
- Design reports and dashboards and perform ad-hoc analysis as needed to support commercial decisions.
Key Competencies & Skills
- Analytical Mindset: You work comfortably with data, spot inconsistencies, and draw clear conclusions. Youd rather look at the numbers than guess. You can translate complex data or processes into simple summaries for non-technical audiences written and verbal.
- Attention to Detail: Pricing and deal work require precision. You catch errors before they matter and raise a flag when something is off. You are organized and make sure nothing falls through the cracks.
- Collaboration: You build trust with Sales, Finance, Engineering, and Operations by being responsive, accurate, and easy to work with.
- Adaptability: You can juggle competing priorities in a fast-moving environment without losing quality. You are comfortable and experienced with augmenting your work with Artificial Intelligence.
- Growth-minded: Demonstrates curiosity and strong desire for continuous learning and professional development
- Critical Thinking: You are comfortable operating in ambiguous situations, can identify what questions to ask when the answer isn't obvious, and know when to escalate versus decide independently.
- Proactive: You don't wait to be told. You spot gaps, raise your hand, and follow through whether it's a Salesforce data issue no one noticed or a report that doesn't exist yet but should.
Requirements
- Education: Bachelors degree in business, finance, marketing, economics, data analytics, or a related field
- Experience: 13 years of experience in revenue operations, deal desk, pricing, sales operations, finance, or a related analytical role
- Excel: Advanced proficiency required Pivot Tables, INDEX/MATCH, VLOOKUP, complex IF statements
- CRM: Salesforce experience required
- Data: Tableau, SQL, or data querying experience is a bonus but not required
- AI: Experience in augmenting and scaling data analytics reporting with AI tools like Claude, CoPilot, or Gemini is preferred.
- Industry: SaaS, energy, or engineering services experience is helpful but not expected
- Travel: None.
Optimum Energy is an Equal Opportunity Employer encouraging diversity in the workplace.
About the Company
Optimum Energy, a Bernhard Capital Partners portfolio company, has spent 20 years helping hospitals, universities