Automox

Revenue Operations

• Revenue Process Optimization: Analyze and refine end-to-end sales process to improve efficiency and effectiveness.
• Troubleshooting & Support: Assist in troubleshooting operational issues in the marketing, sales, and customer experiences processes as they arise; propose changes to systems and processes to fix root causes. Enable and support sales & internal teams in their day to day work including but not limited to Automox’s sales motion, CPQ, and sales tech stack.
• Cross-Functional Collaboration: Work with Sales, Customer Experience, Marketing, Finance, and Legal to ensure smooth and efficient sales operations processes.
• Business Requirements: Partner with internal teams to prioritize their wants, discern business needs, and then translate into technical solutions
• Order Operations: Support the business with our CPQ instance and deal desk review - ensure deals are properly structured according to deal desk, and all documentation and data fields are correct within an order and evidence of arrangement before processing.
• Data Entry & Audit (SFDC/CPQ): Create and update quotes, maintain accurate pipeline and opportunity records in Salesforce (SFDC), and routinely audit key fields and deal data to ensure completeness, consistency, and reporting accuracy.

Revenue Operations Associate

Financial Planning and Analysis

• Build and manage financial reports, models, and recurring forecasts.
• Assist in planning and budgeting cycles, ensuring consistency in tools, templates, and processes across the organization
• Clearly & concisely communicate financial results, planning expectations, and outcomes.
• Continuously improve and evolve the various reporting and analysis to support organizational KPIs.
• Partner with the Sales Ops and Business Analytics teams on performance drivers.
• Work with finance management on all Finance related Board materials, presentations, and monthly reporting.

Revenue Operations Associate

Financial Analyst