Related skills
crm salesforce revenue operations process improvement subscription managementπ Description
- Contracting Support: Assist sales with contract creation, review, and processing with Legal.
- Win to Rev mapping: Align closed-won opportunities with revenue recognition.
- Subscription Management: Oversee renewals, upgrades, churn.
- Salesforce Data Hygiene Maintenance: Regularly audit Salesforce data for reporting.
- Process Improvement & Optimization: Audit workflows; lead re-engineering for efficiency and automation.
- Cross-functional Collaboration: Work with CS, Marketing, PS, Billing, Deal Desk, Sales Ops, and Legal.
π― Requirements
- 1-2+ years in operations, finance, or related area; exposure to quote-to-cash.
- Strong organizational skills and attention to detail.
- Ability to work in a fast-paced environment and manage multiple tasks.
- Proficiency in CRM systems and a willingness to learn new technologies.
- A problem-solver who can identify process inefficiencies and suggest improvements.
- AI is a core enabler; employees must adopt and use AI tools to drive efficiency.
- Experience at a SaaS or tech-focused company.
- Interested in process automation and operational excellence.
π Benefits
- Open, inclusive, and fun environment.
- Medical, dental, and vision insurance; 401(k).
- Competitive salary plus RSUs.
- Flexible PTO.
- Opportunity to be part of a company revolutionizing the legal industry.
- Growth opportunities throughout the company.
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