Revenue Operations Specialist, Deal Desk, Reporting

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

📋 Description

• Take ownership of quote-to-cash processes, encompassing quote line items, term-length logic, and order forms.

• Oversee Salesforce management, Ironclad contract workflows, and the synchronization of Stripe-to-Salesforce ARR.

• Develop, update, and troubleshoot Salesforce flows, formulas, and automations.

• Manage the Salesforce request queue during US working hours.

• Assist account executives, particularly new hires, in accurately setting up deals.

• Support QuotaPath commissions and collaborate with the COO on deal reviews and any pay discrepancies.

• Ensure the maintenance of accurate pipeline, renewal, ARR, and territory dashboards.

• Address data discrepancy queries and create new reporting views for sales leadership.

• Handle recurring data corrections and maintain RevOps process documentation.

• Collaborate with teams across sales, marketing, partnerships, finance, and leadership.

• Contribute to the design of revenue operations processes and automations, with the potential to build and lead a team as the company expands.

⛳️ Requirements

• Minimum of 3 years of experience in revenue operations, sales operations, or deal desk roles.

• Practical experience in building and maintaining Salesforce flows and automations.

• Knowledge of quote-to-cash processes, including quote line items, order forms, and booked ARR.

• Experience in creating Salesforce reports and dashboards.

• Ability to reconcile figures across systems and clearly articulate discrepancies.

• Background in B2B SaaS.

• Capability to manage a request queue and process requests within hours instead of days.

• Resourcefulness, including the ability to utilize AI tools such as Claude.

• Experience with Ironclad or a similar contract lifecycle tool is an advantage.

• Hands-on experience with QuotaPath or a comparable commissions tool is a bonus.

• Salesforce Administrator certification or CPQ experience is a plus but not mandatory.

• Familiarity with Tableau or experience in building RevOps from the ground up at an early-stage company is an added advantage.

🏝️ Benefits

• Equity

• Bonus

• Health insurance

• Dental insurance

• Vision insurance

• Life insurance

• Coverage for eligible dependents

• Flexible working schedule

• Workplace flexibility

• Remote-first work environment