As the Deal & Revenue Operations Specialist, you will play a critical role in maintaining and optimizing our revenue operations processes, systems, and driving efficiency and effectiveness across the revenue organization. You will work closely with cross-functional teams, including Sales, Accounting, Finance, Product, and Customer Success, to deliver accurate data and reporting. This role will report to the Director of Revenue Operations.

Responsibilities:

• Transaction Processing: Manage all revenue-related items (amount, dates, billing terms) from Salesforce to Maxio. Process transactions such as new contracts, renewals, upsells, migrations/upgrades, terminations, and purchase orders (POs).
• Data Management: Initiate processing in Salesforce and complete it in Maxio. This includes collecting POs from clients and confirming billing contact information when needed.
• Reporting: Support reporting of new business, renewals, churn, and other revenue metrics in Salesforce
• System Improvements: Contribute to process improvements and system settings in Maxio to drive efficiency and accuracy
• Finance Support: Assist Finance and Accounting with monthly close processes, ensuring timely and accurate revenue recognition.

REQUIREMENTS

• 1-3 years in revenue operations or a similar role, preferably in a growth focused SaaS business.
• Strong understanding of SaaS business models, KPIs, sales processes, and revenue operations best practices.
• Expert in Excel, experience with Maxio (formerly SaaSOptics) with proficiency in Salesforce
• Strong analytical skills and experience with data analysis and reporting
• Comfort exploring emerging technologies, including AI, to optimize team productivity and problem-solving.
• Demonstrated ability to lead and drive cross-functional projects to successful completion
• Self-starter, detail-oriented, highly organized, and able to manage multiple projects simultaneously

• Transaction Processing: Manage all revenue-related items (amount, dates, billing terms) from Salesforce to Maxio. Process transactions such as new contracts, renewals, upsells, migrations/upgrades, terminations, and purchase orders (POs).
• Data Management: Initiate processing in Salesforce and complete it in Maxio. This includes collecting POs from clients and confirming billing contact information when needed.
• Reporting: Support reporting of new business, renewals, churn, and other revenue metrics in Salesforce
• System Improvements: Contribute to process improvements and system settings in Maxio to drive efficiency and accuracy
• Finance Support: Assist Finance and Accounting with monthly close processes, ensuring timely and accurate revenue recognition