Manager of Revenue Operational Transformation

Salesforce; Chicago (IL); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Medical Care

Life Insurance

Retirement Savings

Employee Assistance Programs

13 paid days off per year

Job summary

Salesforce seeks a strategic leader to modernize operating models for Revenue Deal Support and Revenue Management. The role partners with cross-functional teams to scale processes while maintaining accounting rigor and SOX compliance.

You will own quote-to-cash workflows, leverage dashboards and AI tools, and drive multi-year initiatives that reduce financial risk and improve efficiency. With a data-driven mindset and executive presence, you will translate complex data into actionable strategy,

Qualifications

• Bachelor's degree in accounting or relevant field, MBA or Masters is a plus.
• Strong ability to navigate ambiguity and tackle complex operational challenges.
• Proficiency with Tableau or equivalent data analytics tools.
• Experience with process transformation at scale and executive-level advisory.
• Experience with Revenue/Quote-to-Cash and SOX compliance is preferred.

Responsibilities

• Own and optimize critical quote-to-cash processes within Revenue Deal Support.
• Design, develop, and implement modernized operating models to scale with growth.
• Lead multi-year enterprise initiatives with cross-functional partners.
• Synthesize dashboards and AI insights into actionable operational strategy.
• Monitor revenue management health and drive corrective strategies.

Skills

Tableau

Data analytics

Project management

Cross-functional collaboration

Executive communication

AI tools

SOX compliance

Education

Accounting degree

MBA or masters

Tools

Tableau

AI tools

Job description

• The Manager, Revenue Operational Transformation is a highly visible, strategic role dedicated to modernizing the operating models within our Revenue Deal Support and broader Revenue Management organization
• We are looking for a strategic innovator to challenge the status quo, uncover hidden inefficiencies, and design solutions that enable our teams to scale seamlessly alongside the business
• As the designated Revenue Management subject matter expert, you will partner closely with cross-functional teams, acting as our organization’s key representative on multi-year enterprise initiatives
• This role bridges large-scale process innovation with deep accounting rigor, ensuring that new operating models are efficient, scalable, and do not introduce financial statement risk
• With data-driven problem solving at the core of your daily routine, you will synthesize quantitative insights from reporting dashboards and AI technologies with qualitative, on-the-ground fact-gathering from key stakeholders
• By bridging this gap, you will uncover hidden inefficiencies, drive structural solutions, and clearly quantify the success of new initiatives
• Design, develop, and implement modernized operating models for the Revenue Deal Support and broader Revenue Management organizations to enable seamless scaling alongside business growth
• Act as the business owner for critical quote-to-cash processes within the Revenue Deal Support team, assuming ownership for the efficiency and execution of operational workflows such as complex deal approvals, case management, and exception handling
• Serve as the designated subject matter expert for the Revenue Management team, representing the organization’s requirements and strategic interests on critical, multi-year enterprise initiatives led by cross-functional partners
• Utilize reporting dashboards, data analytics solutions, and diverse AI tools on a daily basis to pinpoint process friction, uncover hidden inefficiencies, and translate complex data into actionable operational strategy
• Continuously monitor the health of revenue management operations to proactively spot operational bottlenecks and independently drive the design of corrective strategies
• Apply deep accounting rigor to all operational changes and system innovations, ensuring that new processes optimize revenue management processes while understanding and reducing financial statement risk

Benefits

• Medical Care
• Life Insurance
• Retirement Savings
• Employee Assistance Programs
• With 9 standard holidays and four floating holidays, you get a total 13 paid days off each year

Requirements

• 5+ years of progressive experience in accounting with 2+ years in enterprise transformation or consulting/advisory roles
• Degree in accounting or relevant field or equivalent experience required; MBA or Masters’ degree is a plus
• Proven ability to navigate ambiguity, tackle complex operational challenges creatively, and design innovative solutions
• Proficiency in navigating Tableau or equivalent data analytics and visualization platforms
• Proven experience driving process transformation and innovation at scale. Capable of both leading internal transformation projects and acting as a strategic advisor on initiatives driven by cross-functional partners.
• Experience with AI transformation initiatives is a strong plus, specifically implementing agentic automation and intelligent workflows within a Finance or Revenue organization
• Exceptional written and verbal communication skills, with the executive presence to present to leadership, think on your feet, and constructively debate complex strategic decisions
• Deep understanding of key enterprise business processes, specifically Quote-to-Cash (QTC), with proven experience operating within a Sarbanes-Oxley (SOX) compliant environment
• High degree of adaptability, with a demonstrated ability to thrive in a dynamic, rapidly evolving, and high-growth enterprise environment
• Strong end-to-end project management expertise, including strategic planning, workstream execution, milestone tracking, and executive reporting for complex initiatives
• Collaborative team player who excels in virtual, global, and cross-functional environments, actively championing diversity of team, thought, and perspective
• Building dashboards in Tableau or equivalent data analytics and visualization platforms
• Highly organized, with a proven ability to effectively prioritize and seamlessly manage competing goals across multiple strategic initiatives
• Exceptional relationship-building skills, with a track record of earning trust, influencing stakeholders, and partnering effectively with cross-functional executives
• Strong business acumen, with the agility to quickly grasp complex company operations and strategic objectives
• Hands-on experience operating within the Salesforce platform/ecosystem
• Direct experience with Revenue Recognition (ASC 606)
• A strong blend of public accounting and enterprise industry experience