Velera Logo

Velera

Revenue Operations & Reporting Analyst

Posted 7 Days Ago
Remote
Hiring Remotely in USA
68K-86K Annually
Mid level
Remote
Hiring Remotely in USA
68K-86K Annually
Mid level
The Revenue Operations and Reporting Analyst supports financial operations by gathering data for reporting, optimizing CRM, and developing pricing models.
The summary above was generated by AI
Join the People Helping People

Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.

The Opportunity

The Revenue Operations and Reporting Analyst role supports the financial and operational infrastructure of Velera’s go-to-market and proposal support teams. This position plays a key role gathering data for reporting, pricing support, CRM optimization, and proposal operations. The analyst will work cross-functionally with Finance, Sales, and Proposal teams to streamline processes, support pricing, and commission models as needed, and contribute to the continuous improvement of various revenue operations systems including Salesforce, DealHub CPQ, and billing systems.

Day in the Life

Analytics & Reporting

  • Develop and maintain dashboards and reports related to discounting, revenue performance, and benchmarking.

  • Build recurring and ad hoc financial reports and analyses for internal stakeholders.

Process Improvements & CRM

  • Partner to optimize Salesforce workflows and data integrity monitoring

  • Partner with Salesforce administrators and support automation initiatives and process documentation across revenue operations communicating business requirements and collaborating cross-functionally to align with the business.

Proposal Support Operations

  • Build pricing proposals as needed. Respond to internal requests (e.g., Darwin, PR Requests, or DealHub support). Partner for commission payout tracking 

Proposal and Financial Model Development

  • Creation and maintenance of pricing and financial valuation models via DealHub CPQ.

  • Perform all other duties as assigned

Qualifications

  • Associates degree with an emphasis in Business Administration/Economics, Accounting/Finance, IT or an equivalent combination of education and experience required.

  • Bachelors Degree in above disciplines preferred.

  • DealHub CPQ certified within 12 months of hire.

  • 3+ Years experience in Accounting/Financial Analysis

  • Experience with or portfolio work in dashboard development using Qlik, Salesforce CRM, or other business intelligence applications preferred.

  • DealHub CPQ administration and experience highly preferred.

  • Experience with CRM systems and other integration point applications (e.g., Salesforce, DealHUB CPQ, IntelAgree CLM, billing platforms).

  

About Velera

At Velera we are committed to fostering a workplace where every employee feels valued, respected, and connected. We understand, attract and engage a diverse workforce where every employee can live up to their full potential; ensuring that our employee base reflects the consumers we serve. The result of this effort is an inclusive environment where diverse talent thrives. We strive to foster a safe and inclusive work environment for people to bring their authentic selves in order to build a better community within our company and with our partners.   Learn more about our commitment to Diversity, Equity, and Inclusion HERE!

Pay Equity

$67,700.00

to

$86,300.00

Actual Pay will be adjusted based on experience and other job-related factors permitted by law.

Great Work/Life Benefits!

  • Competitive wages

  • Medical with telemedicine

  • Dental and Vision

  • Basic and Optional Life Insurance

  • Paid Time Off (PTO)

  • Maternity, Parental, Family Care

  • Community Volunteer Time Off

  • 12 Paid Holidays

  • Company Paid Disability Insurance

  • 401k (with employer match)

  • Health Savings Accounts (HSA) with company provided contributions

  • Flexible Spending Accounts (FSA)

  • Supplemental Insurance

  • Mental Health and Well-being: Employee Assistance Program (EAP)

  • Tuition Reimbursement

  • Wellness program

  • Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions

Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.

Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.

Velera is an E-Verify Employer. Review the E-Verify Poster hereFor information regarding your Right To Work, please click here.

As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at [email protected] for assistance.

Top Skills

Business Intelligence Applications
Dealhub Cpq
Qlik
Salesforce

Similar Jobs

25 Minutes Ago
Easy Apply
Remote
USA
Easy Apply
158K-206K
Senior level
158K-206K
Senior level
Consumer Web • Healthtech • Professional Services • Social Impact • Software
The Chief of Staff will manage strategic initiatives, support the Chief People Officer, and ensure operational excellence through metrics and reporting.
34 Minutes Ago
Remote or Hybrid
3 Locations
155K-180K
Mid level
155K-180K
Mid level
Artificial Intelligence • Big Data • Software • Analytics • Business Intelligence • Big Data Analytics
Oversee the Salesforce architecture and lead systems integration for revenue generation, enhancing seller productivity and data integrity.
Top Skills: GongHubspotOutreachSalesforce
35 Minutes Ago
Easy Apply
Remote
US
Easy Apply
103K-221K Annually
Mid level
103K-221K Annually
Mid level
Cloud • Security • Software • Cybersecurity • Automation
The Public Sector Solutions Architect engages with customers, provides technical expertise in pre-sales, and drives sales strategies to succeed in GitLab solutions adoption.
Top Skills: AICloud ComputingDevsecopsGitlabSoftware Development

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account