Operations Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct quality checks on won opportunities and quotes in Salesforce to ensure alignment with signed agreements.

• Collaborate with the Sales team to address and resolve discrepancies before finalizing deals.

• Establish and verify contracts, rate cards, and billing information in ServiceNow in relation to Salesforce data.

• Activate and manage contracts, amendments, renewals, and cancellations within Salesforce.

• Initiate projects and liaise with the Project Management team effectively.

• Oversee contracts and billing related to ServiceNow projects and other services through thorough review and processing of expense lines.

• Adhere to monthly billing deadlines to ensure timely and accurate invoicing.

• Detect and investigate data discrepancies across systems, providing recommendations for resolution.

• Supply Ascend Finance with comprehensive financial insights, context, and analyses concerning contract structures, onboarding timelines, customer churn, project statuses, change orders, hourly usage trends, and variations in monthly recurring revenue.

• Liaise with other departments regarding Service Operations.

• Train and onboard new hires within the Service Operations team.

• Assist in the development and enhancement of QA checklists, training materials, and team processes.

• Document essential process flows and pertinent system modifications.

• Collaborate with IT and business teams to implement system changes that drive efficiency improvements.

• Create and maintain service offerings and SKUs for new products and services.

• Perform additional responsibilities as directed by management.

⛳️ Requirements

• 1-2 years of experience in billing, revenue operations, contract administration, sales operations, or account management.

• Exceptional attention to detail, with a routine of verifying work against source documents.

• Proficient in advanced Excel functionalities, including lookups, pivot tables, and analyzing large datasets.

• Strong written communication skills and the ability to provide feedback to colleagues comfortably.

• Ability to adapt in a dynamic environment where processes are still being developed.

• Experience with Finance, ServiceNow, and Salesforce is advantageous.

• Must be capable of sitting, standing, and bending throughout the shift.

• Occasional lifting of up to 50 lbs may be required.

• Willingness to drive to the work site for client meetings.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Vision insurance.

• Retirement savings options.

• Flexible time off (FTO).

• Opportunities for professional development.