Revenue Systems & BI Lead for Data-Driven Growth

New Standard Partners LLC; Calgary; On-site; CAD 90,000 - 130,000; Full time

Job summary

CoolITSystems, based in Calgary, Alberta, seeks a Revenue Systems & BI Specialist to own the commercial systems backbone that supports pipeline management, forecasting, reporting, and post-sales visibility.

You will maintain clean workflows, trusted dashboards, and scalable data governance across Sales, Revenue Operations, and Customer Operations, including NetSuite and Salesforce; automate reporting and ensure a single source of truth for leadership.

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.

Responsibilities

• Administer 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.
• 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.
• Configure alerts, approvals, field dependencies, and exception notifications.
• Support sales-to-order and order-to-post-sales handoff workflows.
• Document system changes, workflow logic, and user guidance.
• Run recurring data-quality reviews and help correct root-cause process issues.

Skills

System thinking

Data governance

Dashboard development

Stakeholder collaboration

Problem solving

Education

Bachelor's degree in Information Systems/Business/Analytics

Tools

NetSuite

Salesforce

CRM/ERP platforms

Job description

CoolITSystems, based in Calgary, Alberta, seeks a Revenue Systems & BI Specialist to own the commercial systems backbone that supports pipeline management, forecasting, reporting, and post-sales visibility.

You will maintain clean workflows, trusted dashboards, and scalable data governance across Sales, Revenue Operations, and Customer Operations, including NetSuite and Salesforce; automate reporting and ensure a single source of truth for leadership.