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VestwellVestwellNew York, NY

Senior Associate, Revenue Operations

Senior Associate on Vestwell's Revenue Operations team responsible for pricing model implementation into billing systems, maintaining ARR calculations, commission software, and optimizing CRM/billing platforms to drive revenue forecasting, reporting, and operational efficiency. Requires deep Salesforce proficiency, systems thinking, and ability to bridge technical and business stakeholders.

70k – 85k
HybridRevenue Operations

About the role

What Will You Be Doing?

  • Ensure pricing models transfer effectively and accurately into various billing systems.
  • Maintain ARR calculations for all pricing models to support revenue forecasting, reporting, and commission attainment.
  • Proactively analyze pricing structures to prepare systems for future scenarios.
  • Maintain commission software to ensure accuracy and understanding.
  • Become expert in requirements and use cases of Revenue Operations, Billing, Legal, Contracting Desk, Internal Sales and Marketing to measure effectiveness of solutions and unlock optimization and scale.
  • Constantly manage work stream prioritization across teams, communicating status, risks, and changes of program milestones to senior business leaders.
  • Maintain databases for accuracy related to outgoing payments.

Requirements

  • Demonstrated experience designing and developing new technology solutions that align with business needs and bridge communication gaps between technical and non-technical experts.
  • Proficient in writing and optimizing mathematical formulas using Salesforce formula fields, validation rules, and workflow logic.
  • Knowledge and experience working with billing and commission software.
  • Ability to extrapolate desired target state by framing and proposing architectural solutions to department peers.
  • Ability to develop deep understanding and own CRM, billing, and commission systems.
  • Adept/proficient understanding of Salesforce.
  • Ability to learn and become 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 to existing processes.
  • Ability to quickly grasp new concepts across technologies and domains.
  • Ability to connect big picture to details and communicate effectively at each level.
  • Maintain continuous-improvement attitude; seek and implement best practices, problem-solve in ambiguous situations, and earn trust.
  • Exceptionally driven with insatiable curiosity for business improvement.

Nice-to-Haves

  • Experience with low code/no code automations and logical workflows.
  • Strong systems thinking, structured problem solving, and interpersonal skills to act as an agent of change.
  • Ability to influence consensus across stakeholders.

Compensation

  • Expected base salary: $70,000 - $85,000.
  • Eligible for Company Bonus Pool and new hire equity.
  • Comprehensive health benefits, generous time off, 401(k) plan, hybrid work model.

Skills

SalesforceSfdcBilling SystemsCommission SoftwareCrm SystemsMathematical FormulasWorkflow LogicBusiness Requirements DocumentationLow Code AutomationsRevenue Operations
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