Leanpath

Revenue Operations

• Execute the end-to-end processing of new sales, renewals, transfers, and contract amendments within Salesforce CPQ.
• Ensure all orders are accurately staged for the Salesforce Billing module to guarantee error-free invoicing for our Finance team.
• Actively monitor and update contract records to ensure start/end dates, quantities, and pricing are 100% accurate.
• Serve as the "go-to" partner for Account Managers and Directors, helping them generate accurate quotes and navigate the CPQ process.
• Provide timely support when the CS team encounters system errors or complex quoting scenarios, escalating technical bugs to the senior BizOps team when necessary.
• Help the CS team follow established workflows so that our customer data remains clean and reportable.
• Help draft and update internal "How-To" guides and SOPs (Standard Operating Procedures) for CPQ and order workflows.
• Conduct demos and trainings internally.
• Review incoming orders to ensure they meet our internal data standards before they are finalized.
• Identify recurring "pain points" in the renewal or amendment process and suggest simple improvements to the BizOps lead.

Revenue Operations Specialist – B-Corp, Tech for Good

Account Manager

• Build strong and lasting relationships within customer organizations to ensure retention and growth
• Serve as the point person to your clients, responsible for overseeing and managing the account’s success
• Maintain meticulous customer records
• Evaluate food waste prevention program success collaboratively with your clients
• Help develop new business opportunities
• Ensure client goals are understood and met; provide detailed ROI and utilization analysis reports
• Lead the scoping, quoting, creation and presentation of statements of work for customer projects
• Monitor client satisfaction, analyze client outcomes, and prepare ongoing results analyses
• Bring creative, entrepreneurial solutions to continuously improve and elevate our customer experience and customer growth

Revenue Operations Specialist – B-Corp, Tech for Good

Account Manager, B-Corp – Tech for Good