Business Analyst II

Cascade Energy • Portland, OR

7d • Hybrid

About The Position

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 CultureAt 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!

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.
• 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.
• 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.
• Become an owner of AI-based workflows and tools that assist you and your team’s ability to price work and complete proposals.
• 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.

Benefits

• health, dental, and vision coverage
• flexible spending and health savings account options that include employer contributions
• life insurance
• short- and long-term disability coverage
• paid parental leave
• 401(k)-retirement plan with a guaranteed 3% employer contribution
• Employee Stock Ownership Plan (ESOP)
• annual cash performance bonuses
• paid vacation and sick time
• inclusive, flexible holiday policy
• $500 contribution that can be applied to an HSA, FSA, or Lifestyle Spending Account

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level