Deal & Revenue Operations Specialist

Job Description

Job Description

As the Deal & Revenue Operations Specialist, you will play a critical role in maintaining and optimizing our revenue operations processes, systems, and driving efficiency and effectiveness across the revenue organization. You will work closely with cross-functional teams, including Sales, Accounting, Finance, Product, and Customer Success, to deliver accurate data and reporting. This role will report to the Director of Revenue Operations.

Responsibilities :

• Transaction Processing : Manage all revenue-related items (amount, dates, billing terms) from Salesforce to Maxio. Process transactions such as new contracts, renewals, upsells, migrations / upgrades, terminations, and purchase orders (POs).
• Data Management : Initiate processing in Salesforce and complete it in Maxio. This includes collecting POs from clients and confirming billing contact information when needed.
• Reporting : Support reporting of new business, renewals, churn, and other revenue metrics in Salesforce
• System Improvements : Contribute to process improvements and system settings in Maxio to drive efficiency and accuracy
• Finance Support : Assist Finance and Accounting with monthly close processes, ensuring timely and accurate revenue recognition.

Requirements

Benefits

Compensation

The salary range for this position is $65,000-$85,000 annually. Final compensation for this role is determined by a variety of factors, such as a candidate’s relevant work experience, skills, and certification.