Revenue Operations Analyst
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Key skills for this role
About the Role
CoolIT Systems seeks a Revenue Operations Analyst to build a data-driven commercial engine. You will own pipeline, forecast, and commercial reporting, partnering with Sales, Finance, and Customer Operations.
Key Skills for This Role
Responsibilities
- Own recurring pipeline, forecast, bookings, and commercial performance reporting for leadership reviews
- Analyze stage conversion, sales cycle velocity, opportunity aging, slippage, and current quarter revenue risk
- Build and maintain executive ready scorecards, dashboards, and monthly business review materials
- Partner with Sales leadership to improve forecast discipline, deal inspection rigor, and data quality
- Support strategic account reviews by highlighting performance trends, execution risks, and commercial exposure
- Work closely with Finance to reconcile bookings, shipment assumptions, and revenue timing risks
- Translate large datasets into concise, practical recommendations for action
Requirements
- Bachelor's degree in Business, Finance, Operations, Analytics, Economics, or related field, or equivalent practical experience
- 3 5 years of experience in Revenue Operations, Sales Operations, business analytics, or similar commercial reporting role
- Strong Excel capability including advanced formulas, pivot tables, and structured analysis
- 2 3 years of experience with CRM or ERP systems such as NetSuite, Salesforce, HubSpot, or similar
- Experience in manufacturing, industrial technology, data center, hardware, or complex B2B environment (preferred)
- Experience building recurring KPI packs, forecast reporting, or leadership dashboards (preferred)
- Exposure to BI/reporting tools such as Power BI, Tableau, Looker, or equivalent (preferred)
- Familiarity with bookings, backlog, shipments, or quote to order metrics (preferred)
Full Job Posting
About CoolIT Systems
- Founded in Calgary, Alberta in 2001, CoolIT Systems is the leading Direct Liquid Cooling technology provider for data centers, supercomputers, and desktop computers.
- Recognized as one of The Americas' Fastest Growing Companies 2023 by the Financial Times and honored with Deloitte Fast 50 Clean Technology award in 2022.
Role Overview
- Reporting to the Director, Strategic Operations, the Revenue Operations Analyst helps build a disciplined, data driven commercial engine.
- Supports forecast accuracy, pipeline visibility, commercial reporting, and executive decision making across Sales, Customer Operations, Finance, Technical Sales, and other stakeholders.
Forecasting & Revenue Insight
- Prepare weekly forecast packs, including commit, best case, upside, and risk commentary.
- Track forecast accuracy over time by region, rep, segment, and product line.
- Identify and quantify current quarter risks tied to delayed deals, operational blockers, or customer dependencies.
- Support bookings to revenue bridge analysis and quarter close readiness.
Pipeline Analysis & Commercial Reporting
- Monitor pipeline coverage, stage movement, stale opportunities, and push out reasons.
- Produce weekly and monthly pipeline health reports for leadership.
- Build reports on funnel conversion, average deal size, cycle time, win rates, and productivity.
- Support MBRs, QBRs, annual planning, and ad hoc commercial analysis.
Cross Functional Partnership
- Partner with Sales, Customer Operations, Finance, Marketing, and Technical Sales to align reporting logic and assumptions.
- Incorporate customer risk, escalation, and post sales data into broader account and revenue visibility.
- Help standardize metric definitions and reporting discipline across the organization.
Continuous Improvement
- Surface data quality issues, process gaps, and reporting inefficiencies.
- Recommend opportunities to automate recurring analysis and reduce manual work.
- Support improvements to opportunity stage governance, dashboard usability, and KPI consistency.
Basic Qualifications
- Bachelor's degree in Business, Finance, Operations, Analytics, Economics, or a related field, or equivalent practical experience.
- 3 5 years of experience in Revenue Operations, Sales Operations, business analytics, or a similar commercial reporting role.
- Strong Excel capability, including advanced formulas, pivot tables, and structured analysis.
- 2 3 years of experience working with CRM or ERP systems such as NetSuite, Salesforce, HubSpot, or similar.
Preferred Qualifications
- Experience in a manufacturing, industrial technology, data center, hardware, or other complex B2B environment.
- Experience building recurring KPI packs, forecast reporting, or leadership dashboards.
- Exposure to BI/reporting tools such as Power BI, Tableau, Looker, or equivalent.
- Familiarity with bookings, backlog, shipments, or quote to order metrics is a strong asset.
Skills
- Strong analytical judgment and the ability to connect numbers to business decisions.
- Clear written communication and strong executive summary skills.
- High attention to detail, accuracy, and follow through.
- Ability to work under deadline pressure in a fast paced growth environment.
- Comfort partnering with leaders and asking probing questions when data does not make sense.
Why CoolIT?
- Vacation and flex days, and paid company wide shutdown during the holiday season.
- Comprehensive benefits including Dental, Drugs, Optical, Paramedical, and Health Spending.
- Dress for your day in a casual yet professional environment.
- Retention rewards like The Big Coffee Break that reward tenure with additional vacation time and a monetary bonus.
- Company funded RRSP contributions to support your long term financial goals.
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