Related skills
crm salesforce cross-functional collaboration quote-to-cash automationπ Description
- Contracting support: assist sales with contracts; collaborate with Legal and Deal Desk.
- Win to Rev Mapping: map closed-won opportunities to revenue recognition; align sales data with finance systems.
- Subscription Management: oversee renewals, upgrades, and churn; ensure accurate tracking and reporting.
- Salesforce Data Hygiene Maintenance: regularly audit and clean Salesforce data for reporting/forecasting.
- Process Improvement & Optimization: audit workflows; re-engineer processes for efficiency, automation, and scalability.
- Cross-functional Collaboration: work with Customer Success, Marketing, Professional Services, Billing, Deal Desk, Sales Ops, and Legal.
π― Requirements
- 1-2+ years experience in operations, finance, or related area, with exposure to the quote-to-cash process.
- Strong organizational skills and attention to detail.
- Ability to work in a fast-paced environment and manage multiple tasks.
- Proficiency in CRM systems and willingness to learn new technologies.
- A problem-solver who can identify process inefficiencies and suggest improvements; willingness to use AI tools to drive efficiency.
- Authorized to work in the United States without sponsorship.
π Benefits
- Open, inclusive, and fun environment
- Benefits including medical, dental and vision insurance, as well as 401(k)
- Competitive salary plus RSUs
- Flexible PTO
- Opportunity to be a part of a company revolutionizing the legal industry
- Growth opportunities throughout the company
Meet JobCopilot: Your Personal AI Job Hunter
Automatically Apply to Operations Jobs. Just set your
preferences and Job Copilot will do the rest β finding, filtering, and applying while you focus on what matters.
Help us maintain the quality of jobs posted on Empllo!
Is this position not a remote job?
Let us know!