Revenue Operations Analyst

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 what’s 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 don’t 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. You’d 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: Bachelor’s degree in business, finance, marketing, economics, data analytics, or a related field

• Experience: 1–3 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, government facilities, and advanced manufacturing operations reduce energy consumption in heating and cooling systems by up to 50% and turn that infrastructure into a strategic financial and operational asset. With 300+ plants and institutions served globally, nobody understands energy infrastructure, efficiency, and financial opportunity quite like Optimum Energy.

Our Energy-as-a-Service model converts aging central utility plants into upfront unrestricted cash, cuts utility operating expenses 25 to 35%, and keeps the transaction entirely off the balance sheet. The structure has been confirmed by Big Four auditors and cited by rating agencies as a driver of improved credit outlooks.

We work with clients from master planning and design through implementation, commissioning, and into long-term operations and maintenance. How we show up depends on what the client needs. That could mean fully managed plants with Optimum carrying total accountability for performance and uptime. It could mean supplementing an existing facilities team with engineering support, analytics, training, and escalation resources. Or it could mean a tailored combination of both. In every engagement, we stay for the life of the agreement.

Proprietary technology, including OptiCx and OptimumLOOP, powers everything we do. It is not what we sell. It is what enables us to deliver the most continuous, precise system-level optimization across chilled water, hot water, and steam plants available in the market today. Machine learning algorithms trained on two decades of operational data adapt to load, weather, and occupancy in real time. AI-driven predictive maintenance and fault detection catch equipment degradation before it becomes a problem. We guarantee the performance. We carry the risk.

Behind the technology is a team built on a simple set of principles: be sharp, be relentless, and be accountable for outcomes. Our people are engineers, operators, and financial structurers who would rather solve the hard problem than talk around it. Every engagement gets that same intensity, whether the scope is a single plant or a 26-site enterprise portfolio. For more information, visit www.optimumenergyco.com.

About the Industry Commercial and institutional HVAC infrastructure is aging faster than organizations can replace it. Hospitals are running central plants built in the 1960s and 70s. Universities carry over $112 billion in collective deferred maintenance nationally. Advanced manufacturing operations face intensifying energy demand from reshoring and facility expansion. Rising energy costs, tightening regulations, sustainability mandates, and a skilled trades labor gap that shows no sign of closing all compound the pressure.

Connected systems are generating more data than most organizations can act on. The capacity to analyze it and translate it into operational decisions requires platforms and people most facilities teams do not have. The industry is not short on ambition or technology. It is short on the capital structures, operational models, and workforce capacity to turn intent into sustained results.

Why Optimum Energy? With 300+ sites and over 300M square feet of operational data, our machine learning algorithms continuously optimize in real time. No competitor replicates this at scale. We do not sell software, and we do not sell equipment. We deliver guaranteed outcomes through the convergence of deep engineering expertise, proprietary optimization technology, and financial structures that align our interests directly with those of our clients. That means tailoring solutions to unique financial and operational realities, not forcing a one-size-fits-all model. It means verifiable success across facility design, ongoing operations, and complex deal structuring. And it means protecting client investments by optimizing the 70% of total costs that occur after day one.

Our EaaS contracts transfer construction, performance, and lifecycle risk entirely. No upfront capital. No balance sheet impact. Capital that would have gone to back-of-house infrastructure stays available for the priorities that matter most, whether that is clinical growth, enrollment expansion, or production capacity.

No other firm brings this combination of engineering, technology, operations, and financial structuring under a single partnership.