Senior Associate, Revenue Operations - Finance

About the role

The Revenue Operations (RevOps) team at Vestwell is responsible for aligning strategy, process, workflows, data, analysis, and technology across departments including product, finance, marketing, sales, and customer success. The team aims to enhance transparency, improve communication, and streamline operations to better serve customers and increase revenue.

Responsibilities

• Ensure pricing models effectively and accurately transfer into various billing systems.
• Maintain ARR calculations for all pricing models to support revenue forecasting, reporting, and commission attainment.
• Proactively analyze pricing structures to prepare systems for future possibilities.
• Maintain commission software to ensure accuracy and understanding.
• Develop and deploy effective financial solutions, demanding parity between systems that are optimized, including UI and UX.
• Manage work streams prioritization across teams, communicating status, risks, changes of program milestones, etc., to senior business leaders.
• Maintain databases for accuracy related to outgoing payments.

Requirements

• Demonstrated experience designing and developing new technology solutions that align with business needs.
• Proficient in writing and optimizing mathematical formulas and expressions using Salesforce formula fields, validation rules, and workflow logic.
• Experience working with billing and commission software.
• Ability to frame and propose architectural solutions to department peers.
• Adept/Proficient understanding of Salesforce.
• Comfortable writing business requirements documentation.
• An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level.
• A continuous-improvement attitude; able to seek out and implement internal or external best practices, problem-solve in ambiguous situations, and earn trust.

Qualifications

• Exceptionally driven with an insatiable curiosity for business improvement.

Skills

• Technical expertise and strategic thinking.
• Leverage low code, no code automations and logical workflows.

Benefits

• Comprehensive health benefits.
• Generous time off.
• Employee Wellbeing Committee.
• Hybrid work model offering flexibility.
• Competitive 401(k) plan.

Pay

The expected base salary range for this position is $70K - $85K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company.

Schedule

This role will be based in either our New York City, Austin, King of Prussia, or Phoenix office, and will be part of Vestwell's hybrid in-office operation. For exceptional candidates, we're open to hiring this role fully remote.