Revenue Systems & BI Specialist

Revenue Systems & BI Specialist

Founded in Calgary, Alberta in 2001, CoolIT Systems is the leading Direct Liquid Cooling technology provider for data centers, supercomputers, and desktop computers. We design and manufacture solutions used by the largest tech companies globally. 

Recognized as one of The Americas' Fastest Growing Companies 2023 by the Financial Times and honored with the Deloitte Fast 50 Clean Technology award in 2022, as well as Deloitte Fast 500 distinctions in both 2021 and 2022, CoolIT's rapid growth is capturing global attention. 

As demand for generative AI, high performance computing, and cloud solutions rapidly expands, there has never been a more exciting time to join our team. 

WHAT YOU'LL DO:

Reporting to the Director, Strategic Operations, the Revenue Systems & BI Specialist owns the commercial systems backbone that supports pipeline management, forecasting, reporting, order handoffs, and post-sales visibility. This role is responsible for maintaining clean workflows, trusted dashboards, and scalable data governance across Sales, Revenue Operations, and Customer Operations. 

• Administer commercial workflows, records, and reporting structures in NetSuite and related systems. 

• Build and maintain dashboards, saved searches, automations, and validation controls that improve data quality and business visibility. 

• Partner with business stakeholders to translate process requirements into scalable system solutions. 

• Support both pre-sales and post-sales workflows, including opportunity management, handoffs, case visibility, and escalation reporting. 

• Reduce manual work by automating recurring reporting and alerting wherever possible. 

• Help ensure that leadership runs the business from one trusted source of truth. 

Responsibilities:  

CRM / ERP Administration  

• Own administration of relevant CRM / ERP objects, fields, permissions, and page layouts. 

• Maintain opportunity, account, quote, case, escalation, and related workflow structures. 

• Support user access, role permissions, validation rules, and process controls. 

• Troubleshoot system issues and coordinate fixes or enhancements. 

BI, Reporting & Dashboard Architecture  

• Build and maintain commercial dashboards for Sales, Revenue Operations, and Customer Operations. 

• Create and manage saved searches, report logic, datasets, and recurring reporting views. 

• Support KPI automation, executive scorecards, and data refresh governance. 

• Improve data usability, readability, and decision support across leadership dashboards. 

Workflow & Automation  

• Configure alerts, approvals, field dependencies, and exception notifications. 

• Support sales-to-order and order-to-post-sales handoff workflows. 

• Implement controls that reduce stale records, missing information, and process drift. 

• Document system changes, workflow logic, and user guidance. 

Data Governance & Continuous Improvement  

• Run recurring data-quality reviews and help correct root-cause process issues. 

• Maintain source-of-truth alignment between reporting and operational systems. 

• Recommend and implement process improvements that strengthen accuracy, scalability, and usability. 

• Partner with IT and internal stakeholders on integration or enhancement opportunities where required. 

WHO YOU ARE

Basic Qualifications  

• Bachelor's degree in Information Systems, Business, Operations, Analytics, or a related field, or equivalent practical experience. 

• 3-5 years of experience in CRM administration, sales systems, revenue systems, BI/reporting, or commercial operations support. 

• 2-3 years of hands-on experience with NetSuite, Salesforce, or comparable CRM / ERP platforms. 

• Strong reporting and dashboard development capability using built-in reporting tools and/or BI platforms. 

Preferred Qualifications  

• Experience supporting revenue operations, sales operations, customer operations, or post-sales business processes. 

• Experience in manufacturing, advanced technology, or complex B2B environments. 

• Experience with workflow automation, approval routing, data governance, and role-based permissions. 

• Exposure to SQL, Power BI, Tableau, or comparable tools is a plus. 

Skills  

• Strong systems thinking and ability to balance governance with usability. 

• Excellent attention to detail and process-control mindset. 

• Ability to convert ambiguous business needs into practical system solutions. 

• Clear written communication and strong documentation habits. 

• Comfort supporting end users while maintaining firm data and process standards. 

WHY COOLIT?  

We strive to be an employer of choice and, as such, we believe in rewarding our employees with career and development opportunities that maintain and strengthen our culture while aligning to our vision and values. 

Benefits  

• Vacation and flex days, and paid company-wide shutdown during the holiday season. 

• Comprehensive benefits including Dental, Drugs, Optical, Paramedical, and Health Spending. These costs are covered by CoolIT and are enacted from your first day. 

• 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. 

We thank every candidate in advance; however, only those selected for an interview will be contacted. 

Successful candidates for this position will be required to undergo background checks including criminal records check and education verification. 

• Bachelor's degree in Information Systems, Business, Operations, Analytics, or a related field, or equivalent practical experience. 

• 3-5 years of experience in CRM administration, sales systems, revenue systems, BI/reporting, or commercial operations support. 

• 2-3 years of hands-on experience with NetSuite, Salesforce, or comparable CRM / ERP platforms. 

• Strong reporting and dashboard development capability using built-in reporting tools and/or BI platforms. 

• Vacation and flex days, and paid company-wide shutdown during the holiday season. 

• Comprehensive benefits including Dental, Drugs, Optical, Paramedical, and Health Spending. These costs are covered by CoolIT and are enacted from your first day. 

• 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.