Vasion

Business Intelligence Developer

• Work with stakeholders to architect solutions to problems
• ETL data from various sources to create accurate and efficient datasets
• Create accurate, intuitive, and interactive dashboards that drive informed decisions
• Perform accuracy and functionality audits on data, datasets, dashboards, etc.
• Help Operations teams develop strategies for data collection and organization
• Build reports and ensure accuracy in tools such as Netsuite and Salesforce.com
• Develop new KPIs and Dashboards that aren’t explicitly asked for by stakeholders
• Perform Ad-Hoc analyses to support the strategic needs of the company
• Perform or assist with transitions from current tools to more suitable tools as needed
• Assist with a variety of data-quality cleanup needs as they are identified
• Develop training materials for stakeholders based on existing or new processes
• Pursue continuing education in tools, strategies, methods, trends, and other related areas that will increase your ability to make an impact.
• Present new ideas, problems, and processes to teammates and other stakeholders as relevant
• Perform root-cause analysis to determine the best course of corrective action, and develop a strategy to eliminate the issue using scalable solutions.
• Work with others to develop sales forecasts, budgets, quotas, expense plans, etc.

Senior Business Intelligence Analyst

Revenue Operations

• Strategic leadership driving architecture, optimization, and evolution of revenue technology ecosystem
• Report to Sr. Director of Business Operations within the Finance and Operations Division
• Lead a growing team of 4+ specialists including Salesforce Administration team (3 admins) and an Automations specialist
• Partner with RevOps leadership (Sales Ops, Marketing Ops, Head of RevOps) on strategic initiatives to align systems strategy with business growth objectives
• Drive cross-functional alignment with Business Intelligence, Sales, and IT leadership to prioritize system investments and develop strategic roadmaps
• Oversee comprehensive Salesforce architecture and administration and serve as technical escalation point for complex implementations
• Lead deployment and optimization of iPaaS platform with dedicated specialist support
• Architect scalable solutions incorporating team input and cross-functional requirements
• Administer and optimize revenue technology stack including Salesforce CPQ, Gong, Salesloft, MindMatrix, and emerging tools
• Apply user-centric design treating internal systems as products to drive adoption
• Drive change management initiatives supporting dynamic business growth
• Develop and execute project plans for system implementations, integrations, and process improvements
• Ensure seamless integration across revenue systems while maintaining data integrity and single source of truth

Senior Manager, Revenue Systems

Manager

• Vasion is looking for a Manager, Professional Services that exemplifies our core values and wants to be part of our growing team.
• Committed to making digital transformation attainable by building an affordable, integrated SaaS solution that simplifies business processes.
• POSITION SUMMARY: Responsible for leading a team of consultants and project managers to deliver software implementation, customization, and support services to clients; ensure successful project execution, client satisfaction, and revenue growth through service delivery.
• Lead, mentor, and manage a team of professional services consultants and project managers.
• Recruit, train, and develop team members to achieve high performance and growth.
• Foster a collaborative and customer-focused team culture.
• Oversee the end-to-end delivery of services to clients, ensuring projects are completed on time, within scope, and within budget.
• Manage the allocation of resources and prioritize projects based on client needs and business goals.
• Ensure adherence to best practices in project management, including proper documentation, tracking, and reporting.
• Build and maintain strong relationships with key clients to understand their business needs and drive successful outcomes.
• Serve as an escalation point for client concerns and ensure timely resolution of issues.
• Collaborate with sales and customer success teams to align on client expectations and ensure smooth project handoffs.
• Track and analyze key performance metrics, including project profitability, utilization, and client satisfaction.
• Implement process improvements to enhance the efficiency and quality of service delivery.
• Manage the professional services budget, including forecasting and tracking revenue and costs.
• Collaborate with senior leadership to develop and execute the professional services strategy.
• Identify opportunities for service expansion and upsell additional services to clients.
• Contribute to the development of new service offerings that address emerging client needs.

Manager, Professional Services

Designer

• Partner with product marketing and engineering to gather in-depth knowledge of new and existing products and their features.
• Create and deliver comprehensive training sessions for internal teams, ensuring knowledge retention and capability to communicate products and features effectively, as well as soft skills where needed.
• Develop training materials, including LMS courses, handbooks, videos, and interactive content.
• Create other content and courses and needs arise throughout Vasion.
• Be the administrator for our LMS.
• Conduct regular training sessions for internal teams on topics pertinent to their world.
• Identify knowledge gaps and make adjustments based on feedback and overall performance.
• Track and analyze the effectiveness of development programs using metrics and KPIs, providing actionable insights for continuous improvement.
• Collaborate and partner with field enablement, product and marketing teams to support smooth product launches, creating launch kits, FAQs, and relevant training content.
• Ensure that all documentation related to product features, benefits, and use cases is up-to-date and accessible to employees.

Instructional Designer

Support Engineer

• The Automate Pro Support Engineer - Tier 1 will be the go-to technical resource for internal, direct customers, resellers, and partner support; this role plays a crucial role in ensuring our customers experience the full value of our product. The selected candidate is responsible for identifying, troubleshooting, and resolving issues that are either directly or indirectly related to the product. Thus, the support engineer must be able to articulate technology and product positioning to both business and technical users. This position reports to the Product Support Manager.
• Troubleshoot basic technical issues across software, integrations, and infrastructure (e.g. basic workflow errors, connectivity problems, user access issues)
• Interface with customers in a professional and positive manner to ensure excellent customer experiences
• Escalate unresolved or complex tickets to Tier 2 or appropriate teams efficiently
• Assist in identifying trends in reported issues and communicate potential bugs or enhancements
• Maintain detailed case logs in the support system, ensuring clear handoff notes for follow-ups
• Act as a technical resource for Sales Engineers by providing product knowledge and troubleshooting assistance
• Collaborate with your manager to define measurable goals aligned with team and company objectives
• Collaborate with team members to resolve issues efficiently and improve processes
• Be flexible with work shift as required to support global operations or peak demand periods
• Contribute to the award-winning culture we have in working with our customers by consistently providing empathetic, effective, and timely support
• Document steps, findings, and resolutions for all cases to build accurate records
• Contribute to the Knowledge-Centered Service (KCS) program by creating and maintaining accurate, user-friendly knowledge-base articles
• Regularly review and improve knowledge content to reflect product updates and evolving customer needs
• Perform other duties as assigned

Product Support Engineer - Tier 1

Affiliate Manager

• Act as the primary point of contact between IT and assigned business units, understanding their needs, workflows, and pain points.
• Audit current systems and tools to ensure there are no technology gaps and identify areas for improvement or consolidation.
• Evaluate and recommend fit-for-purpose solutions that enhance team productivity and scalability.
• Partner with IT leadership to drive consistency across the company’s tech stack — reducing fragmentation, overlap, and inefficiencies.
• Lead discovery sessions with cross-functional teams to gather requirements and align solutions with business priorities and identify opportunities for automation.
• Collaborate with Procurement, Security, and Legal to vet and implement new systems in compliance with company policies.
• Monitor system usage and effectiveness; drive user adoption through training, support, and change management.
• Maintain strong knowledge of emerging technologies and SaaS trends to inform future strategies.
• Work with Business teams to leverage AI to create efficiency gains and reduce work load.
• Experience leveraging AI and automation to transform business processes with a value driven approach.

Senior Business Intelligence Analyst

Senior Manager, Revenue Systems

Manager, Professional Services

Instructional Designer

Product Support Engineer - Tier 1

IT Business Partner