Responsibilities and Duties:
- Deal Desk Management & Contract Governance - serve as the primary point of contact for sales reps during the quoting process, including:
- Approval Workflows: Review custom deal structures, discounts, and non-standard business contract terms, ensuring approvals from proper parties are made in a timely manner.
- Contract Accuracy: Verify that the "Paper" (the signed contract) perfectly matches the "Digital" (the CRM opportunity) before a deal is marked as Closed-Won.
- Revenue Forensics & Data Governance - own the building and accuracy of the dashboard, including:
- Pipeline Auditing: Conduct weekly "scrubbing" sessions with sales / account director leadership to ensure close dates, deal stages, and ARR (Annual Recurring Revenue) values are realistic and updated.
- Commission Validation: Act as the final reviewer for sales commissions, ensuring that payouts are based on verified, paid revenue rather than optimistic CRM entries.
- Data Integrity: Proactively hunt for and fix "dirty data"—such as mismatched renewal dates or missing industry tags—that could skew executive reporting.
- Data Storytelling: Develop and maintain real-time dashboards that track North Star metrics: Pipeline Projections, CAC (Customer Acquisition Cost), LTV (Lifetime Value), Net Revenue Retention (NRR), and Pipeline Velocity
- Commercial Process Optimization, including:
- Process Optimization: Identify bottlenecks in the sales funnel. Whether it’s a "leaky" lead handoff or a slow contracting phase, you will design and implement the fix.
- The "Lead-to-Cash" Liaison: Partner with the Customer Success and Billing/Accounting team to ensure that once a deal is marked "Won," the handoff to Customer Success team and to invoicing is automated and error-free.
- Pricing Strategy Support: Analyze historical deal data to provide feedback on our pricing tiers and discount floor effectiveness.
- Tech Stack Management: Evaluate, implement, and integrate third-party tools (e.g., ZoomInfo, Outreach, Gong, or Clari) to ensure a unified data ecosystem.
Qualifications:
- 5+ years of experience in Sales Ops, Marketing Ops, or RevOps, specifically within the SaaS industry.
- Advanced proficiency in HubSpot (we use) or Salesforce (transferable skill)
- Strong Excel/Google Sheets skills (Pivot tables, VLOOKUPs, and complex modeling are second nature).
- Experience with BI tools (Tableau, Looker, or Power BI) or SQL is a major plus.
- Analytical Mindset: You don't just export reports; you find the "so what" in the numbers.
- Communication: Ability to translate complex technical processes into simple instructions for non-technical sales and marketing stakeholders.
Top Skills
What We Do
We’re powering a better social safety net. Building healthier and happier communities starts with supporting the whole person. That’s why Findhelp was founded in 2010: to connect all people in need to the programs that serve them with dignity and ease. Our software platform enables community organizations, governments, and businesses across industries to easily manage and coordinate care. From screening and closed-loop referrals to outcomes tracking and actionable health equity insights, Findhelp is leading the modernization of the social safety net. For more information, visit https://company.findhelp.com.
Why Work With Us
Our unique platform connects people to over half a million resources across the nation, ensuring that support is accessible for everyone. Join us in our mission-driven culture to create meaningful change, empowering individuals with the resources they need to thrive—all while prioritizing privacy and security.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
You can expect to be in-office Monday-Thursday if you’re applying to positions in Austin, TX, Madison, WI, and Denver, CO.





