Senior Associate, Revenue Operations - Finance
New
V
VestwellFinancial Technology
This role will be based in either our New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.Full-TimeSenior
Salary$70K - $85K base
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Job Details
- Required Skills
- Data AnalysisSalesforceCRM
Requirements
- Demonstrated experience designing and developing new technology solutions that align with business needs.
- Proficient in writing and optimizing mathematical formulas using Salesforce formula fields, validation rules, and workflow logic.
- Knowledge and experience working with billing and commission software.
- Ability to frame and propose architectural solutions to department peers.
- Experience owning CRM, billing, and commission systems.
- Adept understanding of Salesforce.
- Comfortable writing business requirements documentation.
- Ability to differentiate between scalable solutions and non-scalable processes.
- Ability to learn and become proficient in SFDC and other financial tech stack platforms.
- Strong logical, analytical, and structured problem-solving skills.
Responsibilities
- Ensure pricing models transfer effectively and accurately into various billing systems.
- Maintain ARR calculations for pricing models to support revenue forecasting, reporting, and commission attainment.
- Proactively analyze pricing structures to prepare systems for future needs.
- Maintain commission software to ensure accuracy and understanding.
- Measure the effectiveness of existing and potential solutions across Revenue Operations, Billing, Legal, and Sales.
- Manage work stream prioritization across teams and communicate status risks to senior leadership.
- Maintain databases for accuracy related to outgoing payments.
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