Revenue Operations Support Analyst

This is a fully remote position, open to applicants in Mexico, +2 more countries.

📋 Description

• Manage the processing of custom quotes and order forms, which includes co-terms, prorated amounts, tailored payment schedules, multi-year agreements, multi-entity or module-level contracts, amendments, riders, addenda, and credits.

• Generate and amend opportunities, quotes, order forms, and DocuSign envelopes.

• Troubleshoot issues related to quotes and DocuSign, such as synchronization, billing or shipping information, product details, pricing, signature fields, and Closed Won errors.

• Keep track of the approval status and confirm necessary deal approvals prior to dispatching agreements.

• Manage account ownership changes, routing adjustments, credits, merging duplicate accounts and contacts, updating Salesforce fields, resolving user access issues, handling renewal discrepancies, cancellations, and addressing RevOps tool inquiries.

• Prioritize requests, resolve issues, escalate Salesforce tasks, and maintain communication with requesters.

• Reconcile Salesforce term dates, amounts, products, and credits against signed agreements.

• Ensure that necessary renewal opportunities are established and that cancellations and amendments maintain clean data.

• Recognize recurring patterns in the queue and develop business requirements for templates, fields, validation rules, flows, or self-service documentation.

• Collaborate with the Revenue Operations Coordinator, sales representatives, Customer Success Managers, and clients.

⛳️ Requirements

• A minimum of 2 years of experience in a B2B SaaS environment in revenue operations, deal desk, sales operations, order management, or Salesforce support.

• Practical experience with Salesforce, particularly the Opportunity → Quote → Product data model.

• Proficient with Salesforce reports, list views, and bulk updates.

• Experience in making configuration changes in Salesforce, including fields, picklists, validation rules, page layouts, and basic flows.

• Salesforce Administrator certification or equivalent experience is required.

• Familiarity with DocuSign, including templates, merge fields, tabs, routing, reminders, and expiration handling.

• Knowledge of contract math, including prorations, co-terms, day counts, split payment schedules, and multi-year totals.

• Capability to accurately edit order forms in Word.

• Proficient in written and spoken English for effective communication during daily team sessions.

• Located in Latin America.

• Availability for at least four hours of overlap with US Central time.

• Willingness to be flexible during the last week of each quarter.

🏝️ Benefits

• Equity grant for new hires.

• Comprehensive benefits package for full-time employees based in the US.

• Full remote work arrangement available across North and South America.

• Remote work during business hours that align with the employee's local time zone.