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

1-3 years in revenue operations or a similar role, preferably in a growth focused SaaS business.
Strong understanding of SaaS business models, KPIs, sales processes, and revenue operations best practices.
Expert in Excel, experience with Maxio (formerly SaaSOptics) with proficiency in Salesforce
Strong analytical skills and experience with data analysis and reporting
Comfort exploring emerging technologies, including AI, to optimize team productivity and problem-solving.
Demonstrated ability to lead and drive cross-functional projects to successful completion
Self-starter, detail-oriented, highly organized, and able to manage multiple projects simultaneously

Benefits

Excellent Medical, Dental, and Vision benefits for you and your family
Flexible Paid Time Off program
14 Paid Holidays Annually + your Birthday!
401(k) Plan with Employer Match
Short Term and Long Term Disability Insurance
Life Insurance (Basic, Voluntary & AD&D)
Employee Stock Option Plan
Annual Education/Development for continued learning
Annual Travel Allowance perk
Work from Home Office perk

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.

Concept3D Inc.

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Deal & Revenue Operations Specialist