Customer Support Agent
OurRitual
Sales Operations and Revenue Assurance Specialist
Regroup Mass Notification®
contract
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- Lead the creation of SOPs for new sales processing (customer signature → invoice paid)
- Renewal lifecycle management (starting 6 months prior to renewal → closure or continuation)
- Map responsibilities and handoffs across Sales, Customer Success, Finance, and RevOps
- Define property ownership within HubSpot and establish SLA timelines
- Consolidate documentation in a centralized repository
- Build and execute QA processes to audit SOP adherence
- Ensure alignment with revenue recognition, AR best practices, and internal policies
- Review new SA’s before signature; collaborate on late payment procedures, invalid cancellations, and recovery strategies
- Support the design and monitoring of the full revenue assurance process
Requirements
- 2+ years in Sales Operations, Revenue Operations, or Accounts Receivable (AR)
- HubSpot certification (and hands-on experience in property management and workflows)
- Experience creating SOPs or process documentation, ideally using Confluence or similar tools
- Familiarity with customer renewals, sales lifecycles, and SaaS metrics a plus
- Detail-oriented with strong analytical and QA skills
- Collaborative team player comfortable coordinating across Sales, CS, and Finance
