As the Deal & Revenue Operations Specialist, you will play a critical role in maintaining and optimizing our revenue operations processes, systems, and driving efficiency and effectiveness across the revenue organization. You will work closely with cross-functional teams, including Sales, Accounting, Finance, Product, and Customer Success, to deliver accurate data and reporting. This role will report to the Director of Revenue Operations.
Responsibilities:
- Transaction Processing: Manage all revenue-related items (amount, dates, billing terms) from Salesforce to Maxio. Process transactions such as new contracts, renewals, upsells, migrations/upgrades, terminations, and purchase orders (POs).
- Data Management: Initiate processing in Salesforce and complete it in Maxio. This includes collecting POs from clients and confirming billing contact information when needed.
- Reporting: Support reporting of new business, renewals, churn, and other revenue metrics in Salesforce
- System Improvements: Contribute to process improvements and system settings in Maxio to drive efficiency and accuracy
- Finance Support: Assist Finance and Accounting with monthly close processes, ensuring timely and accurate revenue recognition.
Requirements
- 1-3 years in revenue operations or a similar role, preferably in a growth focused SaaS business.
- Strong understanding of SaaS business models, KPIs, sales processes, and revenue operations best practices.
- Expert in Excel, experience with Maxio (formerly SaaSOptics) with proficiency in Salesforce
- Strong analytical skills and experience with data analysis and reporting
- Comfort exploring emerging technologies, including AI, to optimize team productivity and problem-solving.
- Demonstrated ability to lead and drive cross-functional projects to successful completion
- Self-starter, detail-oriented, highly organized, and able to manage multiple projects simultaneously
Benefits
- Excellent Medical, Dental, and Vision benefits for you and your family
- Flexible Paid Time Off program
- 14 Paid Holidays Annually + your Birthday!
- 401(k) Plan with Employer Match
- Short Term and Long Term Disability Insurance
- Life Insurance (Basic, Voluntary & AD&D)
- Employee Stock Option Plan
- Annual Education/Development for continued learning
- Annual Travel Allowance perk
- Work from Home Office perk
Compensation
The salary range for this position is $65,000-$85,000 annually. Final compensation for this role is determined by a variety of factors, such as a candidate’s relevant work experience, skills, and certification.
Top Skills
What We Do
Concept3D is a location-based software platform for businesses, municipalities, and schools. Our platform has advanced features for planning, data visualization, wayfinding, and VR through our over 10 years of experience in 3D rendering and 360° panoramas.
Why Work With Us
We are a team-first culture that ensures every employee has the opportunity to grow and learn. At Concept3D, we promote from within, provide professional development perks and work with team members to achieve their full potential. We truly believe that failure is not a setback, but an opportunity. Join our team and feel good about your daily role.
Gallery
