Note: The job is a remote job and is open to candidates in USA. Leanpath is a mission-driven company focused on eliminating global food waste through technology. They are seeking a detail-oriented Revenue Operations Specialist to manage the sales and renewal processes within Salesforce, ensuring accurate documentation and smooth operations.
Responsibilities
- Daily Order Management: Execute the end-to-end processing of new sales, renewals, transfers, and contract amendments within Salesforce CPQ
- Billing Alignment: Ensure all orders are accurately staged for the Salesforce Billing module to guarantee error-free invoicing for our Finance team
- Data Hygiene: Actively monitor and update contract records to ensure start/end dates, quantities, and pricing are 100% accurate
- CS Enablement: Serve as the "go-to" partner for Account Managers and Directors, helping them generate accurate quotes and navigate the CPQ process
- Troubleshooting: Provide timely support when the CS team encounters system errors or complex quoting scenarios, escalating technical bugs to the senior BizOps team when necessary
- Process Consistency: Help the CS team follow established workflows so that our customer data remains clean and reportable
- Knowledge Base Contributor: Help draft and update internal "How-To" guides and SOPs (Standard Operating Procedures) for CPQ and order workflows. Conduct demos and trainings internally
- Standard Enforcement: Review incoming orders to ensure they meet our internal data standards before they are finalized
- Feedback Loop: Identify recurring "pain points" in the renewal or amendment process and suggest simple improvements to the BizOps lead
- Dashboard Maintenance: Keep existing Salesforce dashboards up to date to ensure the CS and Sales teams have visibility into their upcoming renewals and pending orders
- Cross-Functional Sync: Coordinate with Finance and Customer Success to resolve any discrepancies between signed contracts and system data
Skills
- Salesforce Experience: 1–3 years of experience working within Salesforce in a subscription based (recurring revenue) business. Direct experience with Salesforce CPQ is highly preferred
- Process-Driven: You enjoy following a clear workflow and have a 'check-it-twice' mentality when it comes to data entry
- Problem Solver: You are comfortable digging into a quote or an amendment to figure out why the numbers aren't lining up
- Collaborative Spirit: You enjoy helping others and can explain technical steps to team members in a clear, friendly way
- Organization: Ability to manage a high volume of tasks and orders without letting details slip through the cracks
Benefits
- We fully pay for the employee’s health, vision, and dental insurance (with options to add family at your expense).
- We believe in health and balance and offer unlimited time off to recharge.
Company Overview
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