TalkingPoints

Revenue Operations

• Own Salesforce as the single source of truth for all GTM data, ensuring system reliability, data quality, and cross-functional usability
• Build and maintain scalable workflows, automations, and integrations across Sales, Marketing, Customer Success, and Finance
• Establish data governance and stewardship practices to ensure information is clean, consistent, and actionable
• Map, document, and continuously refine the lead-to-renewal lifecycle — ensuring efficiency, transparency, and alignment with TalkingPoints’ GTM strategy
• Partner with GTM leaders to standardize forecasting, pipeline management, and renewal/expansion processes
• Identify friction points in workflows and implement systemic solutions to remove them
• Lead the design and operation of forecasting frameworks across Sales and Customer Success
• Build and automate dashboards and data visualizations that deliver trusted insights to leadership and cross-functional teams
• Analyze pipeline trends and performance metrics to inform strategic decision-making
• Partner closely with Marketing, Sales, Partner Success, and Finance to align on targets, processes, and reporting standards
• Translate business needs into scalable systems and data solutions
• Champion change management to ensure smooth adoption of new processes and tools
• Evaluate, implement, and manage RevOps tools that complement Salesforce (e.g., CPQ, CLM, sales engagement platforms)
• Lead special projects focused on scaling the revenue engine as the company grows.

Manager, Revenue Operations

Customer Success Manager

• Develop impactful relationships with partners
• Guide onboarding and product adoption
• Monitor partner family engagement trends
• Collaborate to optimize implementations for success
• Develop territory plans and drive growth
• Lead partner renewal and retention conversations
• Facilitate training workshops for partners
• Liaison between organization and partners

Partner Success Manager

Accountant

• Prepare and reconcile general ledger accounts, ensuring accuracy and completeness.
• Maintain and manage the deferred revenue schedule and other balance sheet schedules for accurate financial reporting.
• Reconcile bank transactions daily in QuickBooks Online (QBO) and ensure cash balances are accurate.
• Review and reconcile intercompany transactions, accruals, and prepaid expenses.
• Assist in the preparation of monthly, quarterly, and annual financial statements in compliance with GAAP.
• Prepare and post journal entries, including revenue recognition, payroll journal entries, expense accruals, and adjustments.
• Support the month-end and year-end closing processes, ensuring all financial records are up to date.
• Assist in variance analysis and provide insights on financial trends.
• Assist with AP and AR functions, ensuring timely processing of invoices, vendor payments, and customer collections.
• Assist in cash flow forecasting by tracking payables and receivables.
• Ensure compliance with company accounting policies, GAAP, and regulatory requirements.
• Assist with internal and external audits by providing necessary documentation and reconciliations.
• Other duties as assigned by the Controller

Manager, Revenue Operations

Partner Success Manager

Staff Accountant