Revenue Operations Specialist -Salesforce

Location: On-Sight, Scottsdale, AZ

The Revenue Operations Specialist will own every aspect of the revenue operations across Salesforce and NetSuite. This includes maintaining and enhancing Salesforce Price Books, Sales Opportunity processes, Salesforce revenue Flows/Process Builders, and bottom-of- funnel data integrity.

You will be the liaison between sales, operations, and accounting and will be responsible for obtaining pricing approvals for invoicing and revenue recognition. You will maintain the sales pipeline across all sales teams/channels for both net new deals and existing customers. In addition, you will develop/support a scalable framework in Salesforce to prepare for the launch of additional products and revenue streams.

Key Responsibilities:

Help ensure CRM data integrity. Maintain effective reporting of sales and business activity using NetSuite, HubSpot, and SalesForce as needed
Help measure key metrics in the sales funnel and use those metrics to develop forward looking projections to help make decision and develop action plans to improve results
Support NetSuite system and Salesforce integration management
Develop and maintain the single source of truth for all outstanding SOWs; responsible for data integrity of new deals and modifications of existing transactions
Assist sales and technical teams in developing quotes and SOWs for customers
Perform ‘deal desk’ functions, including providing quotes to sales teams, obtaining vendor quotes as needed, and obtaining deal pricing approval
Proactively support sales process regarding quote-to-cash, and procurement process for both first point of sale and resale purposes
Supports the equitable assignment of SalesForce quotas and ensures quotas are optimally allocated to all sales channels and resources
Works to ensure all sales organization objectives are assigned in a timely fashion
Proactively identifies opportunities for sales process improvement
Proactively identify revenue operations improvement initiatives
Identify gaps and recommend areas for improvement within current & future processes
Help scale billing operations as our product & service offerings expand
Works closely with sales management to inspect sales process quality and prioritize opportunities for improvement
Assists sales management in understanding process bottlenecks and inconsistencies

Total Compensation, based on experience: $150,000

Requirements:

3+ years Salesforce Administration and project management experience, must be proficient
2+ years of NetSuite Administration experience, strongly preferred
Proven ability to coordinate and communicate across sales, finance & accounting, and operations to ensure that sales specifications are communicated clearly, effectively, and in a timely manner to all teams i.e regarding new customers and changes to existing agreements
Solid understanding of Google and/or Microsoft Office Suites
Extremely high attention to detail
Excellent written and verbal communication skills
Quick learner who thrives in a dynamic and fast-paced collaborative environment

Benefits Include:

Health Insurance 80% paid by employer
Dental Insurance 80% paid by employer
Vision Insurance 80% paid by employer
Group Term Life and Long-term disability 100% paid by employer
Sick, Vacation, and Holiday leave
Equity Options offered for all employees!

Lumifi welcomes and encourages diversity in our workplace. All qualified applicants will receive consideration for employment without regard to race color, religion, sex, sexual orientation, gender identity, national origin or disability.

All candidates must be eligible to work in the U.S. for any employer.

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Lumifi

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Revenue Operations Specialist - Salesforce