New Senior Associate, Revenue Operations (Finance)

Join Vestwell's Revenue Operations (RevOps) team as a Senior Associate, where you'll play a crucial role in aligning strategy, processes, workflows, data, analysis, and technology across various departments. You'll be responsible for optimizing the go-to-market team's ability to execute against common goals, processes, and metrics, ultimately leading to increased customer engagement and revenue growth. This role requires strong technical expertise, strategic thinking, and the ability to communicate effectively across teams.

• Collaborate with cross-functional teams to design and deploy frameworks that optimize go-to-market strategies and improve operational efficiencies.
• Utilize technical expertise and strategic thinking to enhance financial solutions, streamline processes, and ensure accurate transfer of pricing models into billing systems.
• Proactively analyze pricing structures, maintain ARR calculations, and manage work stream prioritization across teams to support revenue forecasting and reporting.
• The ideal candidate is able to call upon their ability to break down complex pricing models and design a simplified solution for a diverse set of stakeholders with varying levels of technical aptitude
• A person who will thrive in this role is a structured problem solver who can quickly get to the heart of an issue, excels in systems thinking, and is scrappy, determined, logical, and analytical
• You must have the interpersonal skills, tenacity, and common sense to be an agent of change
• Exceptionally driven with an insatiable curiosity for business improvement
• Knowledge and experience working with billing and commission software
• Maintain a continuous-improvement attitude; able to seek out and implement internal or external best practices, to problem-solve in ambiguous situations, and to thoughtfully earn trust
• Ability to learn and become very proficient in SFDC and other financial tech stack platforms
• Demonstrated experience designing and developing new technology solutions that align with its business needs, as well as fill in the communication gap between technical and non-technical experts
• Proficient in writing and optimizing mathematical formulas and expressions using Salesforce formula fields, validation rules, and workflow logic
• Ability to extrapolate the desired target state by framing and proposing architectural solutions to department peers
• Adept/Proficient understanding of Salesforce
• An ability to connect the dots, move from big picture to the details fluidly, and communicate effectively at each level
• Comfortable writing business requirements documentation
• Ability to develop a deep level of understanding and experience owning CRM, billing and commission systems
• Ability to differentiate between scalable solutions and when exceptions cannot be made to existing processes
• Ability to quickly grasp new concepts across a wide variety of technologies and domains