Revenue Operations Analyst

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $90k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💹 Revenue Operations

🚫👨‍🎓 No degree required

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Logo of Formstack

Formstack

201 - 500 employees

Founded 2006

💼 Consulting

🏥 Healthcare

📚 Education

💰 $425M Private Equity Round on 2021-11

Consulting • Healthcare • Education

Formstack is a workplace productivity platform that helps organizations digitize information, automate workflows, and optimize processes without requiring coding skills. It provides tools for building online forms, generating documents, and facilitating electronic signatures. Integrated seamlessly with CRMs and other business systems, Formstack enables data collection, management, and analysis, enhancing data integrity and reducing manual task dependency. With its robust suite of solutions, Formstack serves over 32,000 organizations across industries such as healthcare, finance, and education, while also offering specialized tools for Salesforce users.

📋 Description

• Administer monthly and quarterly commission calculations for customer-facing teams, ensuring accuracy and on-time payout • Maintain compensation plan documents, quota assignments, and crediting rules in the compensation tool • Manage monthly sales data review processes for CRM data driving compensation payouts • Partner with Finance and Payroll to validate payouts, reconcile bookings against closed-won data, and resolve discrepancies • Respond to representative and manager questions about commission statements • Investigate and resolve crediting disputes, split requests, and plan exceptions • Build and maintain attainment, accelerator, and payout forecasting reports • Maintain audit-ready documentation for SOX or internal compliance reviews where applicable • Provide backup deal desk support, including quote creation and review • Help structure non-standard deals within pricing and discount guidelines • Review deals for policy compliance and flag risks to deal desk leadership • Identify recurring deal patterns and opportunities to simplify pricing or processes • Identify opportunities to automate manual compensation and quoting workflows • Build CRM and compensation-tool dashboards and reports for visibility into attainment and deal health • Contribute to documentation, training materials, and Revenue Operations process improvements

🎯 Requirements

• 2–4 years of experience in Revenue Operations, Sales Operations, Sales Compensation, Finance, or a related analytical role (B2B SaaS preferred) • Strong proficiency in Excel or Google Sheets, including lookups, pivot tables, and multi-step modeling • Hands-on experience with Salesforce or a comparable CRM • Exceptional attention to detail and comfort with high-stakes accuracy • Clear written and verbal communication, with the ability to explain complex calculations to non-technical stakeholders • Sound judgment and discretion when handling confidential compensation data • Experience with a CPQ tool such as Salesforce CPQ or Zuora preferred • Familiarity with SaaS metrics and revenue recognition concepts (ARR, TCV, ACV, bookings vs. billings) preferred • Experience supporting a deal desk or pricing and approval workflows preferred

🏖️ Benefits

• 5% variable bonus based on company and individual performance • Equal opportunity and diversity-focused workplace

Apply Now

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