Senior Associate, Revenue Operations - Finance

About the role

The Revenue Operations (RevOps) team at Vestwell is responsible for aligning the strategy, process, workflows, data, analysis, and technology across departments including product, finance, marketing, sales, and customer success. The team aims to improve communication and data exchanges between these departments to enhance the go-to-market teams' ability to execute against common goals, processes, and metrics.

Responsibilities

• Ensure the pricing models being sold are accurately transferred into various billing systems.
• Maintain Annual Recurring Revenue (ARR) calculations for all pricing models to support revenue forecasting, reporting, and commission attainment.
• Proactively analyze pricing structures to prepare systems for handling possible futures.
• Maintain commission software to ensure accuracy and understanding.
• Become an expert in the requirements and use cases of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales, and Marketing to measure the effectiveness of existing and potential solutions.
• Manage work streams 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, and filling the communication gap between technical and non-technical experts.
• 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 extrapolate the desired target state by framing and proposing architectural solutions to department peers.
• Adept/Proficient understanding of Salesforce.
• Ability to learn and become very proficient in SFDC and other financial tech stack platforms.
• Comfortable writing business requirements documentation.
• Ability to differentiate between scalable solutions and when exceptions cannot be made to existing processes.
• Quickly grasp new concepts across a wide variety of technologies and domains.
• 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, to problem-solve in ambiguous situations, and to thoughtfully earn trust.
• Exceptionally driven with an insatiable curiosity for business improvement.

Benefits

Vestwell offers a competitive 401(k) plan, comprehensive health benefits, generous time off, and a dedicated Employee Wellbeing Committee. The hybrid work model provides flexibility while offering access to collaborative offices in Midtown Manhattan, Austin, King of Prussia, and Scottsdale. Vestwell's Privacy Policy and California Privacy Rights Act are available for your review.