Business Analyst II

Clear Destination Inc.; Portland (OR); On-site; USD 74,000 - 111,000; Full time

Benefits offered by this job

Health insurance

Dental coverage

Vision coverage

401(k) with employer contribution

Employee Stock Ownership Plan (ESOP)

Bonuses

Paid vacation and sick time

Flexible holidays

Job summary

Clear Destination Inc. in Portland, OR is seeking a Business Analyst II to join the Customer Engagement team. You will translate business questions into insights, guide CRM usage, and help inform bid decisions with revenue analysis and AI-enabled workflows.

Responsibilities include pricing forecasts, tool development for budgets, and reporting across Excel, Pipedrive, Ajera, Power BI and Power Query. This is a full-time, on-site role in Portland with travel as needed.

Qualifications

• Bachelor’s degree in business, economics, finance, engineering, or equivalent technical background.
• 4-6 years of experience in a relevant role with escalating responsibility.
• Experience with CRM systems or similar databases.
• Expert experience with Excel and related analytical tools.

Responsibilities

• Proposal pricing and savings forecasting from development to negotiation and handoff.
• Own and enhance tools to generate standard proposal budgets; train others.
• Develop reporting on sales performance using Excel, Pipedrive, Ajera, Power BI and Power Query.
• Develop AI-based workflows to assist pricing and proposals.
• Support Customer Engagement operations and periodic pipeline reviews.
• Collaborate to optimize CRM data field completion and revenue info.

Skills

CRM systems experience

AI tools/workflows

Data storytelling

Education

Bachelor’s degree in business, economics, finance, engineering, or equivalent

Tools

Excel

Power BI

Power Query

Pipedrive

Ajera

Job description

About This Opportunity

We are seeking a Business Analyst II. In this role you will be a key member of the Customer Engagement team, which encompasses the company’s business development and sales functions. The Business Analyst II plays an integral role in Cascade’s proposal process to win new work and analyze sales and revenue data. The Business Analyst II uses data to tell stories and translate business questions and requirements into insights, tools, and reporting in order to inform our decision-making and strategies. The Business Analyst II also guides the sales team’s usage of Cascade’s CRM, including data completeness involved in revenue reporting. They provide insights that help Cascade’s Leadership Team decide which business opportunities to pursue, the cost of our services, and how we demonstrate the value we offer our customers.

Future-Focused AI-Ready Culture

At Cascade Energy, we’re actively shaping how AI gets deployed in the real world, in our tools, our client engagements, and our daily work. Our approach has always been relationship-driven and expertise-led, and AI is how we multiply the impact of both.

Successful Cascadians are curious and resilient. They embrace change, seek smarter ways to create impact, and take ownership of their own growth. We embed AI into our work in ways that are responsible and human-centered, and we actively develop our people to deploy it creatively and confidently.

We believe the future belongs to organizations that pair emerging technology with genuine human expertise. That future is being built here. . . .come be a part of it!

What You Will Be Doing

Reasonable accommodation will be provided to enable individuals with disabilities to perform the essential functions of the job.

• Proposal Pricing/Savings Forecasting: Work collaboratively with proposal teams to develop proposal budgets, pricing strategies, and program savings forecasting from development to interviewing to negotiation to handoff. Follow the Proposal Pricing Checklist to ensure proposals are priced accurately, internal teams are informed, and processes are followed.
• Tool Development: Own, maintain, and enhance existing tools used to generate standard proposal budgets. Collaborate with F&A and other stakeholders to create new tools that automate/streamline the proposal process and train others to use them.
• Revenue & Sales Pipeline: Maintain, enhance, and develop reporting and analysis that provide insight into Cascade's sales performance using tools such as Excel, Pipedrive, Ajera, Power BI, and Power Query. Act as a backup for revenue reporting with the possibility of future process ownership.
• Develop AI tools: Become an owner of AI-based workflows and tools that assist you and your team’s ability to price work and complete proposals.
• Customer Engagement Operations: Take on new projects, initiatives, and reports that support the team’s overall business development and sales performance. Learn new concepts and processes that can be applied to reporting and analysis of improvements.
• Planning and hosting periodic pipeline reviews with the Sales team.
• Consult with other Customer Engagement team members to optimize the CRM system’s data field completion and revenue information.

This is a full-time, exempt position, preferably located in Portland OR. We are also open to non-Portland candidates who reside near one of Cascade Energy’s offices with a willingness to travel occasionally.

Qualifications

Applicants for this role are required to have:

• Bachelor’s degree in business, economics, finance, engineering, or equivalent technical background.
• 4-6 years of experience in a relevant role, with a track record of escalating responsibility over time.
• Experience with CRM systems or similar databases.
• Expert experience with Excel and related experience in other analytical applications.

A successful candidate should also demonstrate these preferred characteristics and/or skills:

• Experience in the energy or energy efficiency industry strongly preferred.
• Experience being part of a business development and sales team.
• Experience with Power BI, Power Query, or similar data visualization and reporting tools.
• Experience utilizing AI and emerging technology to automate workflows, streamline analysis, and improve reporting processes.

Cascade is dedicated to building an inclusive and authentic workplace and places strong importance on learning and development. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

Compensation & Benefits

The full salary range for this full-time, exempt/non-exempt position in Portland OR is $74,000 - $110,880/year. At Cascade, transparency and fairness are core to how we work. We post the full salary range for every role because we value clarity and equity. Our offers are thoughtfully determined based on factors such as location, experience, qualifications, and internal equity, to ensure fairness. We aim to ensure consistency and integrity in every decision.

Our total rewards include competitive pay and a comprehensive benefits package designed to support your wellbeing and financial security. We provide health, dental, and vision coverage, along with flexible spending and health savings account options that include employer contributions. Additional benefits include life insurance, short- and long-term disability coverage, paid parental leave, and a 401(k)-retirement plan with a guaranteed 3% employer contribution. Cascade is proud to offer an Employee Stock Ownership Plan (ESOP), annual cash performance bonuses, paid vacation and sick time, and an inclusive, flexible holiday policy. To further support wellbeing, we provide a $500 contribution that can be applied to an HSA, FSA, or Lifestyle Spending Account.