Lead Revenue Ops Analyst: Deals, AI & Finance

Cloud Software Group, LLC; Florida; On-site; USD 90,000 - 140,000; Full time

Job summary

Cloud Software Group, LLC seeks a Lead Sales Operations Analyst to bridge Sales Ops and Finance, owning post-sale deal analysis for accurate revenue forecasting and compliance. You will audit booked deals, flag complex terms, and drive handoffs to Revenue Accounting.

You will design automations and leverage AI to streamline reviews, build real-time dashboards, and provide insights to Sales Leadership and Finance for smarter pricing and packaging strategies.

Qualifications

• Bachelor's degree/MBA from an accredited college/university in Business Administration, Engineering, IT, or a related field
• 3-5 years of Operations experience
• 2-4 years of experience in a process improvement focused environment
• Consulting experience preferred
• Knowledge of Oracle CRM system, AppScript and Google AI tools

Responsibilities

• Review 100% of booked/closed deals to audit deal terms, custom clauses, discount structures, payment terms, and billing cadence
• Identify and flag non-standard, high-risk, or unique deal structures for Finance and Revenue Accounting approval
• Serve as the primary point of contact for Finance, leading weekly cross-functional syncs to present deal updates, post-close modifications, and revenue recognition considerations
• Ensure strict adherence to internal deal desk policies, pricing guidelines, and revenue compliance standards
• Map and evaluate the current deal intake and review workflow to uncover bottlenecks and inefficiencies
• Design, build, and maintain process automations to automate deal flagging and routing
• Integrate AI tools to automatically extract key contract terms, summarize unique deal clauses, and speed up audit cycles
• Identifying and implementing best practices for deal management
• Track and analyze trends in deal structures, discounting patterns, and custom terms to identify recurring operational friction points
• Build and maintain real-time dashboards tracking deal turnaround times, non-standard deal frequencies, and cross-functional SLA performance
• Translate complex sales data into actionable insights for Sales Leadership and Finance to optimize future pricing and packaging strategies

Skills

Deal review

Finance governance

Process automation

AI tools

Analytics

Dashboards

Cross-functional collaboration

Executive presentations

Education

Bachelor's/MBA in Business Administration, Engineering, IT, or related

3-5 years of Operations experience

2-4 years of process-improvement environment

Tools

Oracle CRM

AppScript

Google AI tools

Job description

Cloud Software Group, LLC seeks a Lead Sales Operations Analyst to bridge Sales Ops and Finance, owning post-sale deal analysis for accurate revenue forecasting and compliance. You will audit booked deals, flag complex terms, and drive handoffs to Revenue Accounting.

You will design automations and leverage AI to streamline reviews, build real-time dashboards, and provide insights to Sales Leadership and Finance for smarter pricing and packaging strategies.