Revenue Operations Specialist
New
F
Form3 (via Otta)FinTech
100% Remote (UK/EU*)Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 1-5 years’ experience
- Required Skills
- SalesforceCRM
Requirements
- 1-5 years’ experience in Revenue Operations, Revenue Enablement, or Deal Desk
- Exposure to deal support and/or commercial desk environments
- Experience supporting RFP/RFI processes and coordinating cross-functional inputs
- Confidence working with revenue data (pipeline, bookings, contracts) and maintaining data quality
- Experienced using salesforce and other CRM systems
- Experience working in a startup to scale-up environment, with evolving processes and increasing commercial complexity
- Working knowledge of SaaS pricing models and commercial terms (desirable)
- Exposure to CPQ tools (e.g. Salesforce CPQ, DealHub) (desirable)
- Experience creating or contributing to sales enablement materials or playbooks (desirable)
- Exposure to GTM initiatives or campaign execution (e.g. Salesloft or similar tools) (desirable)
- Experience in a SaaS or enterprise technology business, ideally within FinTech or Payments (desirable)
Responsibilities
- Support contract management processes, including issuing documents for signature and capturing key terms post-signature
- Support end-to-end RFP and RFI processes, coordinating inputs across teams to deliver high-quality, timely submissions
- Assist in the development of pricing proposals, working alongside the Senior Deal Desk Specialist on more complex deal structures
- Coordinate non-standard deal approvals across relevant stakeholders
- Partner closely with Sales, Finance, Legal, and Product teams to ensure smooth and compliant deal execution
- Maintain accurate deal and contract data in Salesforce and other systems of record
- Create and manage customer subscriptions as part of order management, ensuring accurate downstream handoff to billing and provisioning
- Develop and maintain Sales process enablement materials, contributing to a centralised Customer Journey Playbook
- Collaborate with Product and Marketing to support GTM enablement content for Form3’s products and services
- Support GTM initiatives and campaigns, including launching Salesloft cadences for targeted segments
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