About SmartSuite

SmartSuite Holdings LLC.; Overland Park (KS); Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Flexible PTO

12 paid company holidays

Medical benefits

Remote work flexibility

Growth opportunities

Job summary

SmartSuite Holdings LLC. is seeking a Revenue Operations professional to own CRM administration, data integrity, and performance reporting for our US-based customers.

You will partner with Finance, Sales, Partnerships, and Engineering to optimize order-to-cash workflows, renewals, and billing configurations in Chargebee. Ideal candidates have 2–4 years in Revenue or Sales Operations, hands-on CRM experience (Salesforce/HubSpot), and a keen eye for process improvement, accuracy, and

Qualifications

• Experience in Revenue/Sales Operations or related fields (2–4 years).
• CRM platforms administration experience (Salesforce/HubSpot).
• Strong data integrity, reporting, and analytics skills.
• Ability to identify process inefficiencies and implement improvements.
• Excellent organizational and communication skills.

Responsibilities

• Act as primary CRM administrator, support daily ops and improvements.
• Maintain data integrity across accounts, subscriptions, pricing and records.
• Collaborate with Engineering and stakeholders to implement workflow enhancements.
• Develop SOPs, process docs, and training materials.
• Manage revenue-related workflows from quotes to renewals and amendments.
• Support billing accuracy and revenue collection with Finance.
• Maintain dashboards for pipeline, bookings, ARR, renewals, and sales activity.
• Assist month-end close and board reporting.

Skills

CRM data integrity

Analytical reporting

Cross-functional collaboration

Process optimization

Attention to detail

Independent work

Communication

Tools

Salesforce

HubSpot

Chargebee

Excel/Sheets

Job description

SmartSuite is the AI-native work platform for GRC, IT, projects and business operations. Founded in 2021 to replace legacy GRC tools with connected ones, the platform brings data, automation, AI, permissions and reporting together in one governed environment, so risk, compliance, audit and resilience teams can run their programs in a single system of record instead of across dozens of disconnected tools.

More than 2,000 organizations in 100+ countries use the platform. The company holds a SOC 2 Type II report and ISO/IEC 27001:2022 certification and is led by builders who have spent decades helping enterprises run governed programs at scale.

What We Value

• Customer impact first: Outcomes customers can prove, not features we can list.
• Craft matters: Good UX is how teams adopt and sustain better ways of working.
• Earn trust every day: Transparency, security, and accountability at the core.
• Move fast, stay responsible: Speed and discipline, with reliability, governance, and control.
• Build for unified, connected work: Connected workflows, data, and accountability across teams.
• Keep improving: Learn quickly and raise the bar with every release.

Why SmartSuite?

• Meaningful impact: Play a key role in building and improving the operational systems that support our continued growth.
• Cross-functional exposure: Work directly with Finance, Sales, Partnerships, and Engineering leadership to solve business challenges.
• Opportunity to build: Help shape and optimize proprietary systems, workflows, and processes rather than simply maintaining existing tools.
• Growth-stage opportunity: Join a scaling SaaS organization where your contributions directly influence operational efficiency and business performance.

What You'll Do

Revenue Systems & CRM Administration

• Serve as the primary functional administrator of SmartSuite's proprietary CRM, supporting daily operations, system configuration, and ongoing improvements.
• Maintain data integrity across accounts, opportunities, subscriptions, product catalogs, and customer records.
• Partner with Engineering and internal stakeholders to identify, test, and implement system enhancements and workflow automations.
• Troubleshoot system issues, support users, and ensure consistent adoption of established processes.
• Develop and maintain standard operating procedures, process documentation, and training materials.
• Manage and improve the workflows used to generate customer order forms, renewals, expansions, and contract amendments.
• Support accurate quoting by maintaining pricing configurations, discount structures, and standard commercial terms.
• Partner with Sales leadership to identify process inefficiencies and improve deal execution timelines.
• Ensure accurate and timely handoffs between Sales, Finance, and customer-facing teams.

Customer Provisioning, Billing & Collections

• Coordinate post-sale customer provisioning, including account setup, user access, permissions, and subscription configurations.
• Manage customer subscriptions, billing schedules, and invoice generation through Chargebee.
• Maintain accurate customer billing records and resolve subscription or invoicing discrepancies.
• Support accounts receivable and collections activities, including monitoring outstanding balances and following up on overdue invoices.
• Partner with Finance to ensure billing accuracy and timely revenue collection.

Commissions & Partner Compensation

• Prepare and validate monthly and quarterly commission calculations for Account Executives, Partnerships, and Solutions Engineers.
• Calculate referral fees and partner revenue-sharing payments in accordance with established agreements.
• Maintain accurate compensation records and supporting documentation.
• Investigate and resolve commission discrepancies in collaboration with Sales leadership and Finance.
• Coordinate approved payouts and ensure timely processing.

Revenue Reporting & Financial Operations

• Maintain dashboards and reporting related to pipeline performance, bookings, ARR, renewals, and sales activity.
• Support revenue forecasting by analyzing pipeline trends, conversion rates, churn, and expansion opportunities.
• Reconcile CRM, subscription, and financial data to support accurate reporting.
• Assist with month-end close activities, board reporting, and annual revenue planning.
• Identify opportunities to improve reporting accuracy, data visibility, and operational efficiency.

What You Bring

Required Qualifications

• 2–4 years of experience in Revenue Operations, Sales Operations, Business Systems, Financial Operations, or a related function.
• Experience administering or supporting CRM platforms such as Salesforce, HubSpot, or similar systems.
• Strong understanding of CRM data structures, workflows, reporting, and data integrity.
• Proficiency with spreadsheets, data analysis, and operational reporting.
• Strong attention to detail, particularly when working with financial data, billing, and compensation calculations.
• Ability to identify process inefficiencies, troubleshoot issues, and implement practical improvements.
• Strong organizational and communication skills with the ability to collaborate across multiple departments.
• Comfortable working independently, managing competing priorities, and operating in a fast-paced environment.

Preferred Qualifications

• Experience working in a B2B SaaS or subscription-based business.
• Familiarity with Chargebee or comparable subscription billing platforms.
• Experience supporting commission calculations, revenue reporting, or accounts receivable processes.
• Exposure to workflow automation, CRM integrations, or business systems configuration.
• Experience working with proprietary or internally developed business systems.
• Background in a Big Four or other large professional services organization.

At SmartSuite, we offer a competitive compensation and benefits package designed to support our employees personally and professionally.

• Flexible PTO and paid sick leave
• 12 paid company holidays
• Comprehensive medical benefits, with up to 100% of employee premiums covered
• Remote work flexibility
• Opportunity to grow with a fast-scaling SaaS organization

This is a remote position based in the United States, with a strong preference for candidates located in the Kansas City area. Candidates must be available to work core business hours aligned with Eastern or Central Time.

The role requires close collaboration with Finance, Sales, Partnerships, and Engineering teams and reports directly to the CFO.