Note: The job is a remote job and is open to candidates in USA. VertexOne is the recognized leader in SaaS platforms for utilities across North America. They are seeking a detail-oriented and analytical Revenue Analyst II to support the effectiveness and scalability of their revenue organization by partnering closely with various departments to deliver reporting, forecasting insights, process improvements, and data governance that drive revenue growth.
Responsibilities
- Develop, maintain, and enhance reports, dashboards, and KPIs across Sales, Marketing, and Customer Success
- Analyze pipeline health, sales performance, conversion metrics, and revenue trends
- Support executive reporting and business reviews with actionable insights
- Identify patterns, risks, and opportunities to improve revenue performance
- Build and maintain client health and at-risk account reporting in partnership with Customer Success
- Assist with weekly, monthly, and quarterly forecasting processes
- Monitor pipeline coverage, deal progression, and stage movement
- Identify forecasting risks and provide recommendations to leadership
- Support forecast preparation and revenue planning activities
- Maintain data accuracy and consistency within Salesforce, DealHub, and related systems
- Perform regular audits to ensure CRM hygiene and compliance with established processes
- Support user adoption and process adherence through documentation and training
- Assist with field management, reporting structures, workflow updates, and system enhancements
- Evaluate current revenue processes and identify opportunities for efficiency improvements
- Document and maintain revenue-related workflows and standard operating procedures
- Support implementation of process enhancements across the go-to-market organization
- Collaborate with stakeholders to improve operational effectiveness
- Partner with Sales, Marketing, Finance, Product, and Customer Success teams to align reporting and business processes
- Support strategic projects involving revenue growth, customer expansion, and operational scalability
- Assist with planning cycles, territory analysis, quota support, and performance measurement
- Track and report on MQL-to-SQL conversion and handoff quality between Marketing and Sales
- Create and maintain dashboards using BI and reporting tools
- Support automation initiatives to reduce manual reporting and data entry
- Leverage AI tools such as Claude, alongside broader analytics tools, to improve reporting efficiency and business visibility
Skills
- Bachelor's degree in Business, Finance, Economics, Data Analytics, Information Systems, or related field
- 2-5 years of experience in Revenue Operations, Sales Operations, Business Operations, Finance, Analytics, or related functions
- Advanced proficiency in Microsoft Excel, including pivot tables, formulas, and data analysis
- Experience working with CRM and revenue tech platforms such as Salesforce, HubSpot, and DealHub
- Strong analytical, problem-solving, and organizational skills
- Excellent communication and presentation abilities
- Ability to manage multiple priorities in a fast-paced environment
- Experience supporting a B2B SaaS organization
- Knowledge of revenue operations concepts, forecasting, pipeline management, and sales performance metrics
- Understanding of SaaS metrics including ARR, NRR, churn, retention, and pipeline coverage
- Familiarity with sales qualification methodologies such as MEDDIC or MEDDPICC
- Experience utilizing AI-powered productivity and reporting tools
Benefits
- Comprehensive medical, dental, vision, disability, life insurance
- Health Savings Account (HSA), Flexible Spending Account (FSAs)
- 401K match
- Flexible PTO
- Employee recognition platform with monetary rewards
- 100% Remote work environment
- Initial work from home stipend
- Leadership/Coaching training programs
- Free access to Bizlibrary for unlimited professional development
- Employee Assistance Program (EAP) with counseling sessions available 24/7
- Health and wellbeing programs
- Paid parental leave
- Employee bonus referral program
- Employee Discount Program
Company Overview