About the Team

The Global Efficiency Operations (GEO) team is a strategic function within OpenText responsible for driving end-to-end revenue process excellence across the company's worldwide Deal Desk and Sales Operations. Operating across all regions - Americas, EMEA, and APJ - GEO leads a portfolio of transformation programs including deal process standardization, AI-enabled workflow automation, CPQ modernization, advanced analytics, and financial modelling tooling.

GEO works at the intersection of Sales, Finance, Operations, and Technology - partnering with regional deal desk managers, sales leadership, finance, and IT to simplify and accelerate the way OpenText does business.

Your Impact

We are looking for a Global Efficiency Operations Analyst (Actual job title: Lead Revenue Operations Analyst) to join the GEO team as a senior individual contributor. This is a high-impact, cross-functional role combining deep financial analysis expertise with hands-on technology delivery capability.

You will bridge business analysis, financial modelling, AI and automation tooling, and process transformation - contributing to both strategic program delivery and day-to-day operational excellence. You will work directly with deal desk managers, sales leadership, finance stakeholders, and technology teams across a fast-moving global organization.

This role is ideal for someone who is self-motivated, solution-oriented, and equally comfortable diving deep into a complex financial model, building a Power Automate flow, or facilitating a business process design workshop with senior stakeholders.
What the Role Offers
Financial Analysis & Modelling

• Build and maintain advanced financial models for deal-level cost, pricing, and margin analysis across cloud, on-premise, and professional services transactions.
• Conduct individual deal financial analysis to support Deal Desk approvals, escalations, and negotiation guidance across all regions.
• Perform portfolio-level financial analysis - identifying trends in deal profitability, discount patterns, revenue recognition impacts, and margin performance.
• Support SSP (Standalone Selling Price) banding analysis and compliance validation for complex multi-element deals.
• Develop and maintain the Cloud Deal Modeler and related pricing tools.

Business Change & Transformation

• Lead analysis and design activities for GEO transformation program including deal process standardization, CPQ modernization, and AI-enabled approval workflows.
• Develop detailed business requirements, process designs, and change impact assessments for transformation initiatives.
• Partner with Sales, Finance, and IT stakeholders to translate business needs into scalable operational solutions.
• Contribute to OpenText's Cloud Acceleration Program by identifying process friction points and designing targeted improvements.

AI, Automation & Microsoft Power Platform

• Design, build, and maintain intelligent automation solutions using Microsoft Power Platform - Power Automate, Power Apps, Copilot Studio agents, Power BI, and Microsoft Fabric.
• Develop and operationalize AI agents to automate routine deal desk processes, approval routing, data validation, and reporting.
• Identify opportunities to embed generative AI and agentic workflows into GEO operations, driving measurable efficiency gains.
• Collaborate with IT and business teams to ensure Power Platform solutions are secure, governed, and scalable.

Data Analysis & Business Intelligence

• Build and maintain deal-specific and process-level visibility dashboards in Power BI, providing actionable insights to Deal Desk managers, Sales leadership, and GEO program owners.
• Analyze deal fallout data, opportunity qualification metrics, and order management KPIs to identify root causes and drive corrective actions.
• Support quarterly KPI reviews with accurate, data-driven submissions and trend commentary.
• Write and maintain Python and/or SQL scripts for data extraction, transformation, and analysis from SFDC and internal data platforms.

Process Modelling & Business Analysis

• Document and model end-to-end deal and proposal processes using BPMN 2.0 notation, ensuring clarity for global stakeholders.
• Conduct structured business analysis for CPQ and sales tooling initiatives - eliciting requirements, assessing gaps, and defining target-state processes.
• Develop process documentation, SOPs, and training materials to support operational rollout and team capability uplift.

CPQ & Sales Tooling

• Support configuration, administration, and continuous improvement of CPQ tools and related Salesforce (SFDC) workflows.
• Analyze quoting volumes, approval cycle times, and CPQ usage metrics to identify optimization opportunities.
• Liaise with CPQ vendors and internal IT teams to manage system enhancements, testing, and release management.
• Ensure CPQ outputs align with financial modelling inputs and revenue recognition requirements.

Project Management & Stakeholder Engagement

• Plan, track, and report progress on assigned workstreams within the GEO program portfolio, providing clear status updates to senior stakeholders.
• Communicate complex analytical findings and process recommendations clearly to audiences at all levels - from Deal Managers to Senior Directors and Finance leadership.
• Facilitate workshops and working sessions with cross-functional teams to drive decision-making and alignment.
• Act as a self-directed contributor - proactively identifying issues, proposing solutions, and driving work to completion with minimal supervision.

What You Need to Succeed

Skill / Competency

Description

Level

Financial Modelling (Cost, Price, Margin)

Build complex deal-level and portfolio-level financial models. Experience with cost/price/margin structures, SSP banding, and revenue recognition for cloud and professional services deals.

Required

Financial Analysis (Deal & Corporate)

Analyse individual sales deals for profitability and discount governance; produce corporate-level trend analysis across large deal portfolios.

Required

AI & Agentic Workflows

Hands-on experience designing or deploying AI agents and agentic workflows. Microsoft Copilot Studio, Azure AI services, or equivalent.

Required

MS Power Platform (Copilot, Flows, Fabric, BI)

Production-grade experience with Power Automate, Power BI dashboards, Power Apps, and Microsoft Fabric pipelines. Copilot Studio agent development a strong plus.

Required

Python

Python scripting for data extraction, transformation, analysis, and automation. Experience with pandas and SFDC integrations preferred.

Required

Advanced Excel (VBA, Complex Formulae)

Expert-level Excel - VBA macros, array/nested formulae, named ranges, dynamic data tables, and structured financial model design.

Required

Data Analysis

Interrogate large datasets, identify trends, and produce clear analytical narratives. SQL or Power Query experience beneficial.

Required

Business Change & Transformation

Contribute to or lead business change programmes including process redesign, system implementation, and stakeholder change management.

Required

Business Analysis

Requirements elicitation, gap analysis, use case development, and functional specification writing.

Required

Sales Processes & CPQ

End-to-end sales and deal process knowledge. Hands-on CPQ experience.

Required

Sales Tooling (SFDC)

Working knowledge of Salesforce data, reports, and workflows in a Sales Operations or Deal Desk context.

Required

Project Management

Plan and manage own workstreams, track milestones, manage risks, and report to senior stakeholders.

Required

Communication Skills

Present complex financial and operational topics clearly to all levels - Deal Managers through to C-suite. Strong written English required.

Required

Process Modelling / BPMN 2.0

Document and communicate complex business processes using BPMN 2.0 or equivalent notation tools (Visio, Lucidchart, etc.).

Required

Mindset & Behaviours

Self-motivated, positive, and solution-oriented. Comfortable with ambiguity. Collaborative, high personal standards, proactively drives outcomes.

Required

Qualifications & Experience
Essential

• Bachelor's degree or equivalent in Finance, Business, Economics, Information Systems, or a related discipline.
• Minimum 5 years of experience in Revenue Operations, Sales Operations, Deal Desk, Financial Analysis, or a closely related role within a global technology company.
• Demonstrable advanced proficiency in Microsoft Excel (VBA, complex formulae, financial modelling).
• Hands-on experience with Microsoft Power Platform (Power BI, Power Automate, and/or Power Apps) in a professional setting.
• Experience with Python for data analysis and/or automation.
• Proven ability to communicate and present effectively to senior stakeholders.

Preferred / Desirable

• Experience with CPQ platforms.
• Hands-on Salesforce (SFDC) reporting, dashboard, or workflow configuration experience.
• Experience designing or deploying AI agents or Copilot-based automation.
• BPMN 2.0 process modelling experience or certification.
• Project Management certification (PMP, PRINCE2, or equivalent).
• Experience in Deal Desk, pricing governance, or revenue recognition.
• Familiarity with Microsoft Fabric or enterprise data platform concepts.

What Success Looks Like

In this role you will be successful when you are:

• Delivering financial insight independently - owning deal and portfolio-level financial analysis with minimal direction, and producing outputs that are trusted by Deal Desk leadership and Finance.
• Building tools that people use - creating Power Platform solutions, dashboards, and automation flows that are adopted across the GEO team and deal desk operations globally.
• Driving change, not just describing it - moving from analysis to action; translating a process gap or data problem into a working solution.
• Communicating with confidence - presenting complex topics clearly and credibly to audiences at all levels, from operational deal managers to senior leadership.
• Being the person the team relies on - proactive, positive, and solutions-oriented; raising issues early and following through to resolution without being chased.

One Last Thing

This is a global role supporting clients/employees in North America and Europe and requires fluency in French & English.

Salary Range: 92,300 - 138500 CAD per annum; Depending on the candidate's education, experience, skills, geographical location, and alignment with internal equity and external market, actual salary may vary and be higher or lower than the range pos