Job Description

At VertexOne, helping utilities provide the best customer service experience is what we do. VertexOne is the recognized leader in SaaS platforms for utilities across North America. Through a wide range of innovative services and solutions, VertexOne helps utilities deliver a compelling customer experience; reducing the cost to serve customers, increasing operational efficiency, improving customer satisfaction, and driving utility operations forward. It’s been in the DNA of our people since we started supporting utilities’ customer experience needs over 20 years ago. And that commitment continues to this day.

Our team members are our greatest assets, so we pride ourselves on being ‘Employee First’. As such, we listen to what our employees have to say and find ways to incorporate their ideas into the company. Whether it’s new technology, career development opportunities, or fun events, we find new ways to keep our employees engaged and incentivized to grow within the company. Our employees' well-being—both physical and mental—is a top priority at VertexOne. That's why we foster a 100% remote and flexible environment and encourage work-life balance.

VertexOne is proudly Certified as a Great Place to Work®. Great Place to Work® is the global authority on workplace culture, employee experience, and leadership behaviors proven to deliver market-leading revenue, employee retention and increased innovation. VertexOne is dedicated to prioritizing the employee experience and creating an exceptional company culture.

VertexOne is seeking a detail-oriented and analytical Revenue Analyst II to support the effectiveness and scalability of our revenue organization. This role will partner closely with Sales, Marketing, Customer Success, Finance, and Revenue Operations leadership to deliver reporting, forecasting insights, process improvements, and data governance that drive revenue growth.
The ideal candidate is passionate about data, reporting, process optimization, and helping business leaders make informed decisions. This individual will play a critical role in maintaining CRM data integrity, supporting forecasting activities, analyzing pipeline performance, and providing actionable business insights across the revenue lifecycle.

Essential Job Duties:
Reporting & Analytics
• 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.
Forecasting & Pipeline Management
• 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.
CRM Administration & Data Quality
• 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.

Revenue Process Improvement
• 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.
Cross-Functional Collaboration
• 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.
Business Intelligence & Automation
• 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.

Job Requirements/Qualifications
• 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.

Preferred Qualifications
• 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.

Success Metrics
Within the first year, this role will help:
• Improve data quality and CRM compliance.
• Deliver accurate and timely revenue reporting.
• Increase forecasting reliability.
• Improve visibility into pipeline health and revenue performance.
• Reduce manual reporting efforts through automation.
• Support scalable revenue operations processes across the organization.
Location
• Remote – United States
• Limited travel for planning sessions, team meetings, and company events.
Reporting Relationship
• Reports to: Director of Revenue Operations.
This version is aligned to the Revenue Operations model discussed internally, emphasizing forecasting, pipeline governance, CRM discipline, reporting, and cross-functional business support rather than pure sales administration

What VertexOne has to offer:
• 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
About VertexOne:
VertexOne is the leading provider of cloud-based SaaS software solutions powering the next generation of customer experience for utilities, energy retailers, and energy transition providers.

With over 30 years of experience and more than 350 customers in the cloud, we capitalize on our deep expertise to provide a wide range of innovative solutions for digital transformation, revenue optimization, and data-driven efficiency operations surrounding the customer.

From Customer Information Systems (CIS) and Mobile Workforce Management (MWM) to Electronic Data Interchange (EDI) and Digital Customer Engagement and self-service portals, we empower our customers to deliver a compelling customer experience, reduce costs to serve, increase operational efficiency, and improve customer satisfaction.

For more information on how VertexOne allows you to enhance the digital customer experience, improve revenue management, and leverage data analytics, visit https://www.vertexone.net.

Equal Opportunity Employer:
VertexOne is proud to be an equal opportunity employer. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law.

VertexOne is also committed to providing reasonable accommodation for applicants with disabilities. Individuals who need reasonable accommodation because of a disability for any part of the employment process should ask to speak with a Human Resources representative to request accommodation.