Sales & Demand Planning Analyst (San Jose)
Merlin Solar Technologies, San Jose, CA, United States
About the Job
At Merlin Solar, we’re rethinking how advanced solar technology is deployed in real-world applications—combining performance, durability, and smart design to deliver solutions that scale.
That same mindset applies to how we build our team.
Here, you’re not just filling a role. You’re helping shape how we plan demand, support sales, and make data-driven decisions that directly impact growth, profitability, and execution. If you enjoy working in a fast-moving, analytically rigorous environment and want your work to matter, we’d like to talk.
What You Will Do
This role plays a critical part in forecasting demand, supporting sales strategy, and translating commercial signals into actionable insights across the business.
As our product portfolio and customer base expand, accurate forecasting, strong deal analytics, and disciplined inventory recommendations are essential to supporting revenue growth while managing risk.
How You Will Make an Impact
Forecasting, Pipeline & Revenue Analysis
· Develop and maintain short- and mid-term demand and revenue forecasts
· Translate pipeline activity and sales inputs into clear forecast assumptions
· Support monthly revenue close with variance analysis and performance insights
· Deliver Salesforce-based analytics, dashboards, and ad-hoc reporting
· Support annual sales budgeting and forecast coordination
· Support ad hoc revenue analytics requests or related special projects
Strategic Account & Deal Support
· Provide analytical support for strategic accounts and complex deals
· Build deal and pricing models to evaluate volume, margin, and profitability tradeoffs
· Support leadership with scenario modeling for new initiatives
Inventory & Stocking Insights
· Develop data-driven recommendations for minimum inventory levels
· Analyze demand signals to support stocking and inventory build decisions
· Partner with Supply Chain and Finance to balance service level, cost, and risk
Product, Pricing & Margin Analytics
· Analyze customer and product sales trends, mix, and run-rates
· Build and maintain product margin and P&L analyses
· Support new product introductions with sandbox costing and modeling
How You’ll Be Successful Here
· Entrepreneurial mindset – comfortable building structure where it doesn’t yet exist
· Comfort with ambiguity – able to operate when inputs are imperfect and priorities evolve
· Bias toward ownership – accountable for outcomes, not just analysis
· Strong business judgment – knows when precision matters and when directionally correct is sufficient
· Self-directed and proactive – identifies issues and proposes solutions without heavy oversight
· Clear communicator – translates complex analysis into practical insights for leaders
· Collaborative and curious by default – works effectively across Sales, Finance, and Operations
What You Will Bring to the Role
· 3–6+ years in sales analytics, demand planning, finance, RevOps, or commercial strategy
· Strong analytical and financial modeling skills
· Experience with Salesforce and sales pipeline data
· Advanced Excel or Google Sheets skills; BI or SQL; SAP B1; is a plus
· Comfort operating in a growth-stage environment
· Experience or strong willingness to quickly learn and integrate Artificial Intelligence (AI) tools and machine learning techniques into analysis and workflow optimization processes.
Location
· Remote with occasional in‑person collaboration (for California‑based candidates)
· Northern California or Central Valley (particularly Fresno) a plus
What We Can Offer You
· High-impact role with exposure to senior leadership
· Real ownership and visible impact
· Opportunity to grow with the company
· Compensation Range: $69,300.00 - $99,000.00 annual base salary
At Merlin Solar, we’re rethinking how advanced solar technology is deployed in real-world applications—combining performance, durability, and smart design to deliver solutions that scale.
That same mindset applies to how we build our team.
Here, you’re not just filling a role. You’re helping shape how we plan demand, support sales, and make data-driven decisions that directly impact growth, profitability, and execution. If you enjoy working in a fast-moving, analytically rigorous environment and want your work to matter, we’d like to talk.
What You Will Do
This role plays a critical part in forecasting demand, supporting sales strategy, and translating commercial signals into actionable insights across the business.
As our product portfolio and customer base expand, accurate forecasting, strong deal analytics, and disciplined inventory recommendations are essential to supporting revenue growth while managing risk.
How You Will Make an Impact
Forecasting, Pipeline & Revenue Analysis
· Develop and maintain short- and mid-term demand and revenue forecasts
· Translate pipeline activity and sales inputs into clear forecast assumptions
· Support monthly revenue close with variance analysis and performance insights
· Deliver Salesforce-based analytics, dashboards, and ad-hoc reporting
· Support annual sales budgeting and forecast coordination
· Support ad hoc revenue analytics requests or related special projects
Strategic Account & Deal Support
· Provide analytical support for strategic accounts and complex deals
· Build deal and pricing models to evaluate volume, margin, and profitability tradeoffs
· Support leadership with scenario modeling for new initiatives
Inventory & Stocking Insights
· Develop data-driven recommendations for minimum inventory levels
· Analyze demand signals to support stocking and inventory build decisions
· Partner with Supply Chain and Finance to balance service level, cost, and risk
Product, Pricing & Margin Analytics
· Analyze customer and product sales trends, mix, and run-rates
· Build and maintain product margin and P&L analyses
· Support new product introductions with sandbox costing and modeling
How You’ll Be Successful Here
· Entrepreneurial mindset – comfortable building structure where it doesn’t yet exist
· Comfort with ambiguity – able to operate when inputs are imperfect and priorities evolve
· Bias toward ownership – accountable for outcomes, not just analysis
· Strong business judgment – knows when precision matters and when directionally correct is sufficient
· Self-directed and proactive – identifies issues and proposes solutions without heavy oversight
· Clear communicator – translates complex analysis into practical insights for leaders
· Collaborative and curious by default – works effectively across Sales, Finance, and Operations
What You Will Bring to the Role
· 3–6+ years in sales analytics, demand planning, finance, RevOps, or commercial strategy
· Strong analytical and financial modeling skills
· Experience with Salesforce and sales pipeline data
· Advanced Excel or Google Sheets skills; BI or SQL; SAP B1; is a plus
· Comfort operating in a growth-stage environment
· Experience or strong willingness to quickly learn and integrate Artificial Intelligence (AI) tools and machine learning techniques into analysis and workflow optimization processes.
Location
· Remote with occasional in‑person collaboration (for California‑based candidates)
· Northern California or Central Valley (particularly Fresno) a plus
What We Can Offer You
· High-impact role with exposure to senior leadership
· Real ownership and visible impact
· Opportunity to grow with the company
· Compensation Range: $69,300.00 - $99,000.00 annual base salary