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Nectar Social

Social-first eCommerce platform with marketing automation

Strategic Finance & Operations Lead

Sales OperationsConfirmed live in the last 24 hours
Full-timePalo Alto, CA, USA

About the Job

Requirements

  • Have 2–6 years of experience in hands-on revenue or sales operations at a B2B SaaS company, ideally during Series A/B scaling, or 2–3 years in management consulting, banking, or a similarly rigorous analytical environment, with demonstrated ability to work deeply with systems.
  • Demonstrate the ability to master technical tools quickly and independently; examples include building complex models, automating workflows, writing SQL, or independently learning a platform under deadline pressure. Prior Salesforce administration experience is a strong plus.
  • Have experience with commission administration, deal desk, billing handoffs, or quote-to-cash, with precision regarding effects on employee paychecks and revenue recognition.
  • Have advanced Excel or Sheets skills. SQL and comfort using AI tools to automate work are strong pluses.
  • Be willing to perform both operational tasks such as data cleanup and order-form quality assurance, and strategic work in a 60-person company.

Responsibilities

  • Serve as the Salesforce administrator, managing objects, flows, validation rules, reporting, user management, and data hygiene across the full pipeline.
  • Own the go-to-market technology stack end to end by evaluating, implementing, integrating, and retiring tools, including Salesforce, Pylon, Granola, Slack, and billing or ERP integrations.
  • Build and maintain integrations between sales and finance systems, such as Salesforce and Rillet, to ensure clean quote-to-cash data flow.
  • Own the weekly forecasting cadence, including pipeline reviews, forecast rollups, and board-level reporting on bookings, pipeline coverage, and conversion.
  • Maintain and evolve the forecast model against a February-to-January fiscal calendar.
  • Instrument the funnel from marketing through closed-won to report conversion, velocity, and drop-off by stage and segment.
  • Run deal desk for enterprise and mid-market deals, including order forms, pricing approvals, discount governance, and non-standard deal structures such as pilots, multi-brand rollouts, and ramp deals.
  • Partner with Legal on contract workflows and own the operational process for drafting, approving, signing, and correctly booking order forms; the role does not negotiate master services agreements.
  • Maintain pricing infrastructure, including rate cards, pricing calculators, and approval guardrails.
  • Administer monthly and quarterly commission calculations for account executives and AI Strategists, coordinate accruals with Finance, resolve disputes, and maintain plan documentation.
  • Support annual quota setting, territory design, and compensation-plan iteration with sales leadership.
  • Initially own lead routing, attribution basics, and campaign-to-pipeline reporting until a dedicated marketing operations hire is made.
  • Keep marketing and sales data connected so pipeline sources are trustworthy.
  • Take over the weekly forecast cadence immediately and Salesforce administration by the end of the first quarter without disrupting the sales team.
  • Run a full quarter of commission calculations under the new FY27 plan and correct issues that arise.
  • Deliver an automation that removes manual work from quote-to-cash.
  • Deliver a 12-month Revenue Operations roadmap covering what to build, buy, and retire.

Desired Qualifications

  • Experience with usage-based or hybrid pricing models.
  • Experience administering commission tools such as CaptivateIQ, Spiff, or QuotaPath, or building compensation calculations from scratch.
  • Exposure to CPQ implementation or evaluation.
  • Familiarity with modern finance stacks such as Rillet or NetSuite, and procurement portals such as Coupa or Ariba.
  • Prior experience as a first operations hire or on a founding team.
  • Prior Salesforce administrator experience.
  • SQL and comfort using AI tools to automate work.

About the Company

Nectar Social

Social-first eCommerce platform with marketing automation

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Company size
11-50
Company stage
Series A
Total funding
$42.6M
Headquarters
Palo Alto, CA
Founded
2023

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