Senior Associate, Revenue Operations - Finance

About Our Client

The organization operates in the financial technology sector, focusing on simplifying and enhancing savings for retirement, education, and healthcare. It supports over 350,000 businesses and more than 2 million active savers across all 50 states, managing assets exceeding $50 billion. The platform serves a diverse range of clients including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.

About the Opportunity

The Senior Associate, Revenue Operations - Finance plays a key role in aligning strategy, processes, data, and technology across multiple departments such as product, finance, marketing, sales, and customer success. This position is responsible for developing and implementing financial solutions that improve system parity and optimize revenue operations. The role directly impacts the organization’s ability to execute objectives, track performance metrics, and enhance revenue generation by simplifying complex pricing models and streamlining workflows.

Responsibilities

• Ensure accurate transfer of pricing models into billing systems
• Maintain annual recurring revenue (ARR) calculations to support forecasting, reporting, and commissions
• Analyze pricing structures to prepare systems for future needs
• Manage commission software for accuracy and clarity
• Develop expertise in Revenue Operations and related departments to evaluate and optimize solutions
• Prioritize and communicate work stream status, risks, and milestones to senior leaders
• Maintain database accuracy related to outgoing payments

Requirements

• Experience designing technology solutions that bridge technical and non-technical stakeholders
• Proficiency in Salesforce formula fields, validation rules, and workflow logic
• Knowledge of billing and commission software
• Ability to propose architectural solutions aligned with target states
• Deep understanding and ownership of CRM, billing, and commission systems
• Proficient in Salesforce and capable of mastering financial technology platforms
• Skilled in writing business requirements documentation
• Ability to identify scalable solutions and enforce process exceptions when necessary
• Rapid comprehension of diverse technologies and domains
• Strong communication skills, adaptable between high-level and detailed discussions
• Continuous improvement mindset and problem-solving skills in ambiguous situations
• Highly motivated with curiosity for business improvement

Pay Range and Compensation Package

The expected base salary range is $70,000 to $85,000, depending on location. Eligibility to participate in the Company Bonus Pool. Eligibility to receive new hire equity in the company.

Benefits & Perks

Comprehensive health benefits. Generous time off. Employee Wellbeing Committee. Hybrid work model with flexibility.

Equal Opportunity Statement

Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin. Note: RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.