Revenue Operations Associate

Who We Are

DebtBook offers modern treasury and accounting software designed to help state and local government, higher education, healthcare, and others go from operational overload to strategic leadership.

Our Debt and Cash Management solutions empower strategic treasury and improve financial outcomes by automating operational work and allowing teams to more easily analyze their data and extract valuable insights. Our Lease and Subscription Management solutions give accounting teams hours back to their day by automating GASB 87, ASC 842, and GASB 96 compliance workflows.

DebtBook ranks No. 39 on the 2024 Inc. 5000, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. 

We are driven by a collective commitment to foster a Growth Mindset, exemplify the strength of One Team, consistently go Above and Beyond, and Take Ownership of our responsibilities and outcomes. Our mission is to cultivate an environment where innovation thrives, and our team members are empowered to reach their full potential. 

The Revenue Operations Associate plays a key role in analyzing revenue data, optimizing processes, and supporting GTM teams. This role requires a solid understanding of revenue processes and data management, with opportunities to delve deeper into strategic initiatives and process improvements.

The Revenue Operations Associate reports directly to the Director of Revenue Operations.

• Conduct detailed analysis of revenue and sales data to identify trends and areas for improvement.
• Collect, analyze, evaluate, and report sales data to increase sales productivity
• Develop and maintain reports and dashboards that track performance metrics and key business indicators (KPIs).
• Assist in generating actionable insights and provide sales strategies and direction regarding sales patterns and trends.
• Work on projects to streamline workflows and improve efficiency within the revenue operations function for better reporting and insights.
• Collaborate with teams to implement best practices and optimize the use of CRM and other revenue tools.
• Communicate sales forecasting, pipeline management, and performance tracking.
• Assist in the design and execution of sales compensation plans and incentive programs.
• Provide analytical support to the sales team to enhance performance and achieve revenue targets.
• Prepare and present findings and recommendations to stakeholders and management.

• Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
• 2-3 years of experience in revenue operations, sales operations, finance, or a related role.
• Experience with CRM systems (HubSpot, Salesforce) and reporting tools (Excel, Tableau, PowerBI) is preferred.
• Ability to function independently with a high degree of accuracy and accountability in a fast-paced environment.
• Ability to work both independently and as part of a team.
• Proficiency in data analysis, reporting, and visualization tools.
• Motivated and proactive with a willingness to take on new challenges
• Ability to thrive in a fast-paced and dynamic environment.

Why DebtBook

Proud to be named one of the “Best Places to Work” by Charlotte’s Business Journal, DebtBook is a fast-growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference. 
#LI-Onsite

DebtBook is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.