Apply📍 United States
🧭 Full-Time
🔍 B2B SaaS
- 5-8 years of experience in Deal Desk, Finance Operations, Revenue Operations, or similar roles within B2B SaaS.
- Deep familiarity with Salesforce CRM (admin or power-user level) and QTC systems (e.g., CPQ, Zuora, NetSuite, RevPro, Conga, or equivalent).
- Experience supporting Deal Desk operations, pricing analysis, and quote workflows.
- Strong analytical and modeling skills; proficiency in Excel/Google Sheets and BI tools (e.g., Tableau, Looker, Power BI).
- Deep understanding of SaaS business models and metric definitions (ARR, TCV, churn, upsell, pipeline coverage, etc.).
- Excellent written and verbal communication skills with experience influencing cross-functional stakeholders.
- Own and optimize key finance operations workflows including Deal Desk, sales order approvals, variable compensation, and quote generation to support high-velocity and enterprise deals.
- Act as the operational SME for Quote-to-Cash process and systems (e.g., CPQ, billing, subscription management), ensuring process compliance and data accuracy.
- Partner with Sales and Revenue leaders to deliver best-in-class sales forecast hygiene, pipeline inspection, and variance analysis.
- Execute and monitor AR invoicing and collections.
- Serve as the business owner for finance workflows within Salesforce CRM, including opportunity structuring, stage progression, and revenue fields.
- Serve as the administrator for our internal Quote to Cash system, define requirements for QTC system enhancements, integrations, and automation.
- Work closely with Finance and RevOps on monthly and quarterly close processes, ensuring alignment between bookings, revenue, and pipeline reporting.
- Define, track, and analyze financial KPIs across the GTM organization (e.g., ARR, ACV, CAC payback, gross retention, expansion rates).
- Develop dashboards and operational reports that provide clear visibility into bookings performance, pricing trends, and deal velocity.
- Deliver ad hoc and recurring insights to executive stakeholders on business performance, deal quality, and revenue risk.
- Be a key liaison between Sales, Finance, Legal, and Account Management to ensure timely deal processing and accurate financial attribution.
- Support annual and quarterly planning cycles by advising on headcount productivity metrics, QTC workflow changes, and financial assumptions.
- Lead trainings and documentation for sales reps and managers on finance-related policies and systems.
Project ManagementSQLData AnalysisSalesforceOperations ManagementTableauFinancial ManagementCommunication SkillsMicrosoft ExcelAgile methodologiesAccountingCross-functional collaborationData visualizationStakeholder managementProcess improvementCRMFinancial analysisData modelingSaaSBudget management
Posted about 2 months ago
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