Business Analyst, Operations

US - RemotecontractRemote

mid

$125k–$142k

H1B: no

Lob Lob was founded in 2013 by technical co-founders with a vision to connect the world one mailbox at a time. Today, we're transforming the way businesses use direct mail and bringing the power of technology to a traditionally manual channel.  Our modern logistics and fulfillment engine helps businesses to build and scale high-quality, personalized direct mail programs without the operational burden.

Responsibilities

Monitoring the Deal Desk Queue: Act as the stakeholder for all incoming Deal Desk requests, ensuring the Sales team provides all necessary data and context before processing begins.
Triage and Prioritize: Evaluate ad hoc requests based on urgency, deal size, and strategic importance. Swiftly route high-complexity deals to Management for executive review.
Audit Pricing Requests: Review standard and non-standard pricing, discount requests, and contract terms ensuring that fall within designated operational approval thresholds.
Validate Deal-Level Unit Economics: Apply established pricing models and financial guardrails to confirm that individual deal structures — including custom pricing, volume tiers, and bundled offerings — meet minimum margin thresholds before advancing through the approval workflow. Flag deals that fall outside approved parameters and escalate to Management with a clear summary of the margin impact.
System Accuracy: Ensure all custom deal structures, pricing configurations, and non-standard contract terms are accurately entered and reflected within our CRM (Salesforce) and billing data sources.
Sales Enablement: Educate the GTM teams on processes, required documentation, and SLA expectations. Help Sales structure their deals correctly the first time to accelerate approval velocity.
Stakeholder Alignment: Serve as a collaborative liaison between Sales, Finance, and Operations. You will proactively flag deal bottlenecks and provide clear, direct communication to Sales when deals require structural changes.

Qualification

AI Automation SystemizationExperienceFinancial AcumenAnalytical ExecutionSystems AI LiteracyCommunication SkillsEducation

Required

AI Automation Systemization: Support the modernization of the operations by identifying manual bottlenecks and helping to implement approved AI-driven tools (e.g., automated data extraction, LLM-based triage) to systematically accelerate the quote-to-cash process.
Experience: 2–4 years of experience in a Deal Desk, Sales Operations, Pricing, or Financial Analyst role within a fast-paced tech, logistics, or SaaS environment.
Financial Acumen: Strong understanding of gross margin calculations, discounting impacts, and fundamental commercial metrics (e.g., ARR, MRR, TCV).
Analytical Execution: Advanced proficiency in Microsoft Excel and Google Sheets (Pivot tables, VLOOKUPs, nested logic, and formula-driven financial modeling).
Systems AI Literacy: Hands-on experience navigating data within CRM systems (e.g., Salesforce) and CPQ tools. A strong willingness to learn and apply AI tools to automate repetitive workflows.
Communication Skills: Clear and efficient communication style. You possess the ability to politely but firmly enforce financial requirements with Sales teams to execute compliant deals.
Education: Bachelor’s degree in Business, Finance, Economics, Supply Chain, or a related field.