Sales Finance and Business Operations Manager

Key Responsibilities

• Own the enterprise sales forecast by maintaining a bottoms-up, pipeline-driven forecast across deal stage, expected close timing, conversion rates, and bookings assumptions.
• Design and maintain quota, territory, and capacity planning in partnership with the Sales Director and CFO, including vertical-based territory mapping by account potential, geography, and market opportunity.
• Administer and optimize the CRM and connected revenue tooling to ensure data integrity, accurate pipeline reporting, and clean handoffs from Sales to Finance.
• Own the deal desk process for non-standard commercial terms, including pricing exceptions, discounts, payment terms, contract duration, renewal terms, and custom deal structures requiring Finance, Legal, or executive review.
• Build and maintain deal approval playbooks, including approval thresholds, standard fallback positions, required documentation, and clear rules for what Sales can approve independently versus what requires escalation.
• Enforce pre-signature deal discipline by ensuring each opportunity has complete pricing, approved terms, accurate start dates, billing details, revenue recognition inputs, and clean documentation before contract execution.
• Own the enterprise order-to-cash process from signed agreement through invoicing, collections, cash application, revenue recognition, and renewal tracking, ensuring each closed-won deal is processed accurately and on time.
• Build scalable billing and collections workflows as Citizen grows its enterprise customer base, including invoice generation, customer follow-up, AR aging review, dispute resolution, and collections escalation.
• Partner with Sales, Finance, Accounting, and Customer Success to ensure executed contracts flow cleanly into billing, revenue recognition, and cash flow reporting.
• Maintain clean data handoffs between Sales, Finance, Accounting, and Customer Experience so closed-won deals flow accurately into invoicing, revenue recognition, and leadership reporting.
• Build and maintain dashboards in partnership with Data that give leadership visibility into pipeline, bookings, ARR, NRR, churn, collections, win rate, cycle time, and vertical performance.
• Administer and optimize the revenue tech stack, including HubSpot, enrichment, quoting, and enablement tools, and use AI tooling to automate reporting, CRM hygiene, deal-desk workflows, billing, collections, commissions, and forecasting.
• Own the end-to-end commission calculation process, including pulling attainment data, applying plan logic, reconciling exceptions, and delivering accurate pay files to Payroll on schedule.
• Maintain commission plan documentation and ensure sales employees have clear, signed plan letters before each commission period begins.
• Partner with Finance and Accounting on monthly commission accruals, payout timing, dispute resolution, and forecast updates as headcount, quota, or attainment changes.

Salary Range

This role offers a base salary of $150,000–$190,000 per year, plus equity.

Skills, potential, and lived experience matter.