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Revenue Operations Specialist – B-Corp, Tech for Good
Location
Oregon
Posted
154 days ago
Salary
$75K / year
Seniority
Junior
Job Description
Revenue Operations Specialist – B-Corp, Tech for Good
Leanpath
• Execute the end-to-end processing of new sales, renewals, transfers, and contract amendments within Salesforce CPQ. • Ensure all orders are accurately staged for the Salesforce Billing module to guarantee error-free invoicing for our Finance team. • Actively monitor and update contract records to ensure start/end dates, quantities, and pricing are 100% accurate. • Serve as the "go-to" partner for Account Managers and Directors, helping them generate accurate quotes and navigate the CPQ process. • Provide timely support when the CS team encounters system errors or complex quoting scenarios, escalating technical bugs to the senior BizOps team when necessary. • Help the CS team follow established workflows so that our customer data remains clean and reportable. • Help draft and update internal "How-To" guides and SOPs (Standard Operating Procedures) for CPQ and order workflows. • Conduct demos and trainings internally. • Review incoming orders to ensure they meet our internal data standards before they are finalized. • Identify recurring "pain points" in the renewal or amendment process and suggest simple improvements to the BizOps lead.
Job Requirements
- 1–3 years of experience working within Salesforce in a subscription based (recurring revenue) business.
- Direct experience with Salesforce CPQ is highly preferred.
- You enjoy following a clear workflow and have a "check-it-twice" mentality when it comes to data entry.
- You are comfortable digging into a quote or an amendment to figure out why the numbers aren't lining up.
- You enjoy helping others and can explain technical steps to team members in a clear, friendly way.
- Ability to manage a high volume of tasks and orders without letting details slip through the cracks.
Benefits
- Health insurance
- Vision insurance
- Dental insurance
- Flexible work arrangements
- Unlimited time off
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