Boston, MA (Hybrid | 1–2 Days In Office)
Our client, a private equity-backed SaaS company ($60M revenue, 160+ employees), is seeking a Sales Operations Manager to bridge Sales and Finance while owning the quote-to-cash process. This is a highly visible role partnering with Sales, Finance, Legal, and executive leadership to improve deal execution, pricing, revenue accuracy, and operational efficiency.
Responsibilities
- Own the end-to-end order-to-cash process, partnering with Sales, Finance, Legal, and Customer Success.
- Review deal structures, pricing, discounts, and contract terms to ensure commercial and financial accuracy.
- Manage Salesforce CPQ, approval workflows, pricing rules, and quote processes.
- Partner with Accounting to ensure accurate revenue recognition under ASC 606 and seamless Salesforce-to-NetSuite integration.
- Support monthly revenue close, forecasting, pipeline reporting, and audit requests.
- Build dashboards and drive process improvements across the quote-to-cash lifecycle.
Qualifications
- 5–8 years of experience in Sales Operations, Deal Desk, Revenue Accounting, or Finance within a B2B SaaS environment.
- Strong understanding of order-to-cash, contract review, pricing, and revenue recognition.
- Hands-on experience with Salesforce (CPQ preferred) and NetSuite.
- Working knowledge of ASC 606 and SaaS subscription revenue.
- Strong analytical, Excel, and cross-functional communication skills.
- CPA or public accounting background is a plus but not required.
$120,000–$130,000 base + 10% bonus
For additional information, please forward a copy of your resume and contact information in Word Document form to Merry Doyle at mdoyle@kbwfinancial.com.
KBW789
