Leanpath

Revenue Operations Specialist – B-Corp, Tech for Good

Leanpath

full-time

Posted on:

Location Type: Remote

Location: Oregon • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $75,000 per year

Job Level

Junior

About the role

  • 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.

Requirements

  • 1–3 years of experience working within Salesforce in a subscription based (recurring revenue) business.
  • Direct experience with Salesforce CPQ is highly preferred.
  • You enjoy following a clear workflow and have a "check-it-twice" mentality when it comes to data entry.
  • You are comfortable digging into a quote or an amendment to figure out why the numbers aren't lining up.
  • You enjoy helping others and can explain technical steps to team members in a clear, friendly way.
  • Ability to manage a high volume of tasks and orders without letting details slip through the cracks.
Benefits
  • Health insurance
  • Vision insurance
  • Dental insurance
  • Flexible work arrangements
  • Unlimited time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
SalesforceSalesforce CPQdata entrycontract managementorder processinginvoicingquote generationworkflow managementdata standardsSOPs
Soft skills
attention to detailproblem-solvingcommunicationteam collaborationtrainingsupportprocess improvementcustomer serviceorganizational skillsmentoring