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Smartsuite

Revenue Operations Analyst

Sales OperationsUpdated on Nov 14
Full-timeRemote in USA$70k - $100k

About the Job

Requirements

  • 2–4 years of experience in Revenue Operations, Sales Operations, Business Systems, Financial Operations, or a related function.
  • Experience administering or supporting CRM platforms such as Salesforce, HubSpot, or similar systems.
  • Strong understanding of CRM data structures, workflows, reporting, and data integrity.
  • Proficiency with spreadsheets, data analysis, and operational reporting.
  • Strong attention to detail, particularly when working with financial data, billing, and compensation calculations.
  • Ability to identify process inefficiencies, troubleshoot issues, and implement practical improvements.
  • Strong organizational and communication skills with the ability to collaborate across multiple departments.
  • Ability to work independently, manage competing priorities, and operate in a fast-paced environment.
  • Availability to work core business hours aligned with Eastern or Central Time.

Responsibilities

  • Serve as the primary functional administrator of SmartSuite's proprietary CRM, supporting daily operations, system configuration, and ongoing improvements.
  • Maintain data integrity across accounts, opportunities, subscriptions, product catalogs, and customer records.
  • Partner with Engineering and internal stakeholders to identify, test, and implement system enhancements and workflow automations.
  • Troubleshoot system issues, support users, and ensure consistent adoption of established processes.
  • Develop and maintain standard operating procedures, process documentation, and training materials.
  • Manage and improve workflows used to generate customer order forms, renewals, expansions, and contract amendments.
  • Maintain pricing configurations, discount structures, and standard commercial terms to support accurate quoting.
  • Partner with Sales leadership to identify process inefficiencies and improve deal execution timelines.
  • Ensure accurate and timely handoffs between Sales, Finance, and customer-facing teams.
  • Coordinate post-sale customer provisioning, including account setup, user access, permissions, and subscription configurations.
  • Manage customer subscriptions, billing schedules, and invoice generation through Chargebee.
  • Maintain accurate customer billing records and resolve subscription or invoicing discrepancies.
  • Support accounts receivable and collections activities, including monitoring outstanding balances and following up on overdue invoices.
  • Partner with Finance to ensure billing accuracy and timely revenue collection.
  • Prepare and validate monthly and quarterly commission calculations for Account Executives, Partnerships, and Solutions Engineers.
  • Calculate referral fees and partner revenue-sharing payments in accordance with established agreements.
  • Maintain accurate compensation records and supporting documentation.
  • Investigate and resolve commission discrepancies with Sales leadership and Finance.
  • Coordinate approved payouts and ensure timely processing.
  • Maintain dashboards and reporting related to pipeline performance, bookings, ARR, renewals, and sales activity.
  • Support revenue forecasting by analyzing pipeline trends, conversion rates, churn, and expansion opportunities.
  • Reconcile CRM, subscription, and financial data to support accurate reporting.
  • Assist with month-end close activities, board reporting, and annual revenue planning.
  • Identify opportunities to improve reporting accuracy, data visibility, and operational efficiency.

Desired Qualifications

  • Experience working in a B2B SaaS or subscription-based business.
  • Familiarity with Chargebee or comparable subscription billing platforms.
  • Experience supporting commission calculations, revenue reporting, or accounts receivable processes.
  • Exposure to workflow automation, CRM integrations, or business systems configuration.
  • Experience working with proprietary or internally developed business systems.
  • Background in a Big Four or other large professional services organization.

About the Company

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