Related skills
crm saas cross-functional collaboration data quality process automation📋 Description
- Streamline Quote-to-Cash: develop and implement automatable processes.
- Participate in daily deal-flow standups; update contracts and deals.
- Perform manual data entry for new contracts; ensure accurate mapping.
- Audit product/feature toggles; maintain data accuracy in CRM.
- Verify and update CRM information to keep current records.
- Support price changes, bannering, suspensions, and client reporting.
- Collaborate with CS, Marketing, Professional Services, Billing, Sales Ops, and Legal.
🎯 Requirements
- 1-2+ years in operations or finance with exposure to quote-to-cash.
- Strong organizational skills and attention to detail.
- Fast-paced environment; manage multiple tasks.
- CRM systems proficiency; willing to learn new technologies.
- Problem-solver; identify inefficiencies and suggest improvements.
- Experience at a SaaS or tech company.
- Interested in process automation and operational excellence.
🎁 Benefits
- Open, inclusive, and fun environment.
- Benefits include medical/dental/vision and 401(k).
- Competitive salary plus RSUs.
- Flexible PTO.
- Part of a company revolutionizing the legal industry.
- Growth opportunities across the company.
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