Full-Time

Account Director

Revenue Lifecycle Management

Neocol

Neocol

51-200 employees

Salesforce-focused subscription revenue lifecycle consulting

No salary listed

Remote in USA + 1 more

More locations: Remote in Canada

Hybrid

Travel is primarily client-facing and may range from 10–25%.

Category
Consulting (1)
Required Skills
Agile
Forecasting
Salesforce
JIRA
Google Workspace

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Requirements
  • At least 10 years of experience in client services, consulting, or professional services, including direct account ownership and delivery.
  • A proven track record of growing client accounts and managing portfolio revenue and margin in a consultative model.
  • Experience leading enterprise Salesforce engagements, including consultative scoping and statement-of-work development.
  • A strong background in project governance, Agile, hybrid, and waterfall delivery methodologies, risk mitigation, and change management.
  • The ability to communicate clearly and credibly with C-suite stakeholders.
  • Proficiency with Salesforce, JIRA, Smartsheet, Slack, and Google tools.
  • Prior experience managing or mentoring staff in a project or professional-services environment.
  • Familiarity with post-private-equity operating environments, margin accountability, and delivery-efficiency metrics.
  • Deep domain knowledge of the subscription economy, recurring-revenue models, and revenue operations.
  • Experience with Salesforce Revenue Cloud, including Revenue Cloud Advanced and CPQ.
  • Comfort operating in a global, remote-first environment.
Responsibilities
  • Own and grow an assigned portfolio of accounts against annual revenue and margin targets, identifying organic growth opportunities across the subscription economy.
  • Build lasting relationships with key stakeholders by understanding their revenue model, ecosystem, and business goals, and serve as their trusted advisor.
  • Lead the creation of proposals and statements of work, and partner with Sales on pre-sales activities including scope reviews, capability presentations, and pitch-deck preparation.
  • Serve as a senior billable resource on strategic Revenue Cloud engagements while maintaining a billable quota and ensuring delivery quality and client satisfaction.
  • Own account planning, forecasting, and client key performance indicators, including customer satisfaction, delivery risk, margin, and capacity visibility across the portfolio.
  • Collaborate cross-functionally to align staffing and delivery outcomes.
  • Capture engagement feedback and best practices to refine and scale repeatable playbooks and service offerings.
  • Serve as a public representative for Neocol through thought leadership, digital and in-person events, and customer-success activities.
  • Act as a role model for Neocol’s culture and values and serve as a member of the leadership team.
Desired Qualifications
  • Experience in post-private-equity operating environments, including margin accountability and delivery-efficiency metrics.

Neocol helps subscription-based businesses optimize their revenue lifecycle by aligning go-to-market strategies with technology. It designs and implements Salesforce-centered stacks (Revenue Cloud, CPQ, Partner Relationship Management, MuleSoft) and uses AI to automate quote-to-cash, billing, and revenue recognition. It stands out as a Platinum Salesforce Summit partner with its own accelerators (e.g., NetSuite ARM Connector, hosted payments) that speed up deployments and reduce risk. Its goal is to enable high-growth, subscription companies to reach major milestones such as IPOs or acquisitions through integrated revenue operations and ongoing managed services.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Naperville, Illinois

Founded

2003

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Simplify Jobs

Simplify's Take

What believers are saying

  • Shamrock Capital invested in Neocol on May 7, 2025.
  • Neocol announced a three-year Moonnox AI partnership on April 28, 2026.
  • Neocol’s site cites 150-plus projects and expanded connectors across Salesforce, NetSuite, and Workday.

What critics are saying

  • Salesforce Revenue Cloud productization compresses Neocol’s implementation margins by 2026.
  • Moonnox partnership in April 2026 signals Neocol already needs outside AI delivery help.
  • A Salesforce or systems integrator push into subscription services would undercut Neocol’s niche quickly.

What makes Neocol unique

  • Salesforce called Neocol a critical partner for Revenue Cloud in March 2023.
  • Neocol specializes in subscription businesses, billing, revenue recognition, and Quote-to-Cash integration.
  • Its NetSuite ARM Connector and hosted payments reduce finance-system migration risk.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Remote Work Options

Home Office Stipend

401(k) Company Match

Adoption Assistance

Training Programs

Growth & Insights and Company News

Headcount

6 month growth

28%

1 year growth

28%

2 year growth

26%
Shamrock Capital
May 27th, 2025
Neocol Gains Investment from Clover Fund

Clover Fund co-heads Sam Halls and Ryan Smiley discuss their fund's first investment in Salesforce consultant Neocol with Chris Nolter of The Deal.

PR Newswire
May 7th, 2025
Shamrock Capital Invests in Neocol

Shamrock Capital has invested in Neocol, marking the first transaction for its Clover Fund, a small-cap fund. Neocol, a consulting firm specializing in AI and Salesforce solutions, aims to enhance sales and finance processes. Salesforce Ventures remains a key shareholder. Legal advisors included Willkie Farr and Gallagher for Shamrock, and Koley Jessen for Neocol. Shamrock Capital manages $6.6 billion in assets.

PR Newswire
Dec 15th, 2022
Neocol Earns Prestigious 2023 Great Place To Work Certification™

"We owe our continued growth and success to our engaged employees who work hard, every day, to create the culture they want to step into and be part of." - Ryan Lott, CEO Founder of Neocol. .

PR Newswire
Apr 22nd, 2021
Neocol partnered with Right Revenue on Apr 22nd 21'.

Neocol, a leader in the Quote to Revenue space for Subscription based companies, today announced a strategic partnership with RightRev, an Automated Revenue Recognition solution embedded within the Salesforce Revenue Cloud Platform.