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About the Role

The Revenue Operations (RevOps) team seeks an ambitious individual to develop and deploy effective financial solutions. This role will optimize systems, including UI and UX, to impact the organization's ability to execute objectives, track metrics, and bolster revenue generation. The ideal candidate can simplify complex pricing models, evaluate and enhance supporting tools, and leverage low code/no code automations. This is a dynamic and agile team focused on aligning strategy, process, and technology across departments.

Responsibilities

Ensure pricing models accurately transfer into various billing systems.
Maintain ARR calculations for revenue forecasting, reporting, and commission attainment.
Proactively analyze pricing structures to prepare systems for future needs.
Maintain commission software for accuracy and understanding.
Become an expert in the requirements of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales, and Marketing to measure solution effectiveness.
Manage workstream prioritization across teams, communicating status, risks, and changes to senior leaders.
Maintain databases for accuracy related to outgoing payments.

Requirements

Demonstrated experience designing and developing new technology solutions aligned with business needs.
Experience filling 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.
Knowledge and experience working with billing and commission software.
Ability to extrapolate the desired target state by framing and proposing architectural solutions.
Ability to develop a deep understanding and experience owning CRM, billing, and commission systems.
Adept/Proficient understanding of Salesforce.
Ability to learn and become very proficient in SFDC and other financial tech stack platforms.
Comfortable writing business requirements documentation.
Ability to differentiate between scalable solutions and when exceptions cannot be made.
Ability to quickly grasp new concepts across a wide variety of technologies and domains.
An ability to connect the dots, move from big picture to details fluidly, and communicate effectively at each level.
Maintain a continuous-improvement attitude; able to seek out and implement best practices, problem-solve in ambiguous situations, and thoughtfully earn trust.
Exceptionally driven with an insatiable curiosity for business improvement.

Skills

Salesforce formula fields
Salesforce validation rules
Salesforce workflow logic
CRM systems
Billing software
Commission software
Low code automation
No code automation
Financial tech stack platforms
Business requirements documentation
Systems thinking
Problem solving
Analytical skills
Interpersonal skills
Communication skills

Location

New York City
Austin
King of Prussia
Phoenix
Remote

Work Type

Hybrid
Remote

Experience Level

Mid-level

Salary/Compensations

$70K - $85K base

Benefits

Comprehensive health benefits
Generous time off
Dedicated Employee Wellbeing Committee
Competitive 401(k) plan
Company Bonus Pool
New hire equity

About the Company

Vestwell is the financial technology company powering the new savings economy.
Our platform redefines how people save for retirement, education, and healthcare.
Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states.
Our platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers.