Role Summary | Revenue Operations Associate

Company

Clients across a variety of industries turn to OSG to make the most out of their client interactions, resulting in improved working capital & deeper relationships. Leveraging a blend of managed services & technology, client’s benefit from expertise, operational scale & proprietary data that delivers a frictionless partnership focused on simplicity, reliability & innovation. At the center of our business is EverView™, an integrated platform to link together the moments that matter in promotion, presentment & payment in an omni-channel manner.`

Said simply, “when you’re asked to pay, you pay attention℠.”

OSG, a global leader in customer engagement management (CEM). Come learn more about how we deliver digital focused, omni-channel experience to our clients!

Description

The Revenue Operations Associate position supports the sales teams throughout the sales cycle to maintain deal governance for new sales transactions. The role is designed to help sales maximize revenue, improve profitability and gain approvals on new deals in the most efficient manner that supports organizational goals and meets customer needs.

Your superb communication and leadership skills in a fast-paced, cutting-edge, technology-driven environment will be essential as we launch new products and create a new category. Even though we are a highly respected and established company we operate with the passion and culture you'd expect from an exciting start-up. Expectations are high, and the addressable market and your personal opportunity, is even greater. In fact, this role may well be the most interesting and rewarding career move you have ever made. You will be supported, coached and you’ll have the opportunity to join a firm that is selling a transformational solution that genuinely meets the needs of our customers and their clients. Working with cross-functional leaders from across the business, you will benefit from a proven track record of nurturing and cultivating stakeholder relationships at the Finance, CX, Sales and Delivery functions.

As a key member of our Revenue Operations team, you must thrive in an environment that is highly collaborative and ever evolving, leveraging both your own, and your internal resources, to win. You enjoy working in a diverse, equitable and inclusive team where people feel a deep sense of belonging and you hold yourself and others to the highest levels of performance. We need winners that will help our company grow, exceed goals and expectations, and have a whole lot of fun along the way.

Success Criteria

Specific KPI’s include, but are not limited to:

Deal Governance SLA’s & Metrics

Accuracy & completeness of deal review assets in SFDC Deal review SLA’s [approval v. rejection]

Preparation of monthly deal review reporting package Duration from Closed Won to Pending Handoff in SFDC

Preparation of documents, as needed, for deal reviews Deal review dashboard, other deal metrics as appropriate

Key Responsibilities

Ensure all new deals conform to policies and deal parameters
Coordinate with sales, finance, and other stakeholders to ensure all necessary reviews and approvals are acquired
Document, retain and audit approval flows to ensure Deal Governance is met
Maintain and monitor weekly Deals Desk metrics including pending reviews, outstanding task and upcoming approval flows
Maintain proactive communications with Sales, Revenue Operations, Finance and Operations on any urgent Deal Governance needs
Improve operational efficiency and visibility across the Deals Desk process

Live out the values of our organization including:

Be Curious: Become a learn-it-all individual
Be Open: What we did yesterday was then, today is now. We can leverage both
Be Collaborative: We succeed together, we celebrate together, we support each other
Be Coachable: Feedback is a core component for growth
Be Successful: Achieving goals is a foundational to a high-performing culture

Qualifications

2+ years of experience in deal administration, contracting, order entry, deal desk or revenue operations

Well-organized, detail oriented, eager to learn

Exceptional communication & critical thinking

Experience using SFDC or similar CRM tool(s)

“Plus” Qualifications

Competitor: High drive, commitment to win, willingness to compete and “be the best”

Difference Makers

While education & experience are essential pre-requisites, there are several elements that will separate a good from great candidate, including, but not limited to:

Customer-centricity

Tech Savvy

Irresistible energy

Amazing collaborator

Insatiable curiosity

Problem solver

Driven to get things done

OSG offers equal employment opportunity and will not discriminate on the bases of race, religion, color, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, or other non-merit based factors.

RSROSG

JOB CODE: 1000758

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Revenue Operations Associate