Revenue Compliance Analyst

TekWissen ®; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

TekWissen® Group is seeking a Revenue Operations Analyst to support customer-facing teams in structuring deals within our CRM and ensuring compliance with SaaS revenue models. You will build pricing tools, provide guidance on bookings, and align cross-functional processes across departments.

Responsibilities include interpreting complex agreements, maintaining pricing calculators, and collaborating with Sales, Legal, and Finance to finalize deals in Salesforce and BI systems.

Qualifications

• Read and interpret complex legal agreements.
• Accurately and efficiently complete pricing calculators by contract data.
• Apply logic to interpret complex booking guidelines in contracts.
• Support pricing initiatives and data gathering for customers.
• Guide teams on reflecting Customer Agreements in Salesforce opportunities.

Responsibilities

• Define, document, and maintain sales policies across divisions to align with bookings policy and SaaS revenue model.
• Be a liaison between Accounting/Billing, FP&A, Legal, Sales, and Sales Ops for deal-related matters.
• Implement and enforce processes and tools to ensure data integrity in Salesforce and BI tools.
• Assist with end-of-quarter deals review and finalization.
• Drive adoption of cross-functional processes and best practices.

Skills

Pricing calculations

Deal structuring

Salesforce proficiency

Cross-functional collaboration

Data interpretation

Tools

CRM systems

BI tools

Job description

TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide.

Job Description:

• The Revenue Operations Analyst will be responsible for assisting our customer facing teams with structuring deals within our CRM to ensure that our bookings policy and SaaS revenue model is followed.
• The Revenue Operations Analyst will collaborate with the team to provide guidance, deal review, and finalize sales bookings within the CRM. In addition, the Revenue Operations Analyst will create sales tools that assist the team with calculating appropriate pricing structure that is beneficial for both the customer, and client.
• The Revenue Operations Analyst will support consolidated reporting, standards around KPIs and metrics (i.e.: bookings, pipeline), forecasting, sales tools and sales enablement.
• This person will also have an important role in driving adoption related to cross-functional alignment of processes including cross-divisional deals, and pricing.
• This role reports to the client
• Revenue Operations Manager.

You will:

• Read, interpret and understand complex legal agreements
• Accurately and efficiently complete pricing calculators by taking pertinent contract data and entering into calculator for upload to system of record
• Apply conceptual understanding using logic and reasoning to interpret and apply complex booking guidelines to contracts
• Support Price-Getting & Price-Setting initiatives for data gathering and intelligence
• Support client-facing teams in calculating appropriate pricing models for New customers, and growth upon Existing customers. Namely, point-of-diminishing return on SaaS revenue
• Provide direction and training to Account Executives, Customer Success Managers, and Business Development Managers in regards to reflecting Customer Agreement structure within Salesforce.com opportunities
• Define, document, and maintain sales policies across Divisions and geographies to encourage the right behavior and alignment with our bookings policy and SaaS revenue model
• Be a liaison between Accounting/Billing, FP&A, Legal, Sales, Sales Compensation and Sales Operations for everything deal related
• Implement, document, enforce processes, and tools that will maintain integrity and accuracy of sales data in Salesforce.com and integrate with business intelligence software and other sales tools
• Be a sales advocate and partner with internal organizations to understand complex sales issues
• Assist with ensuring that all end-of-quarter deals are reviewed and finalized in a timely manner
• Work with Corporate Insurance, Data Ethics, Legal, Security, Tax to collect internal approvals for Client Agreements
• Perform deal desk responsibilities in the early stages of deal negotiations by providing deal guidance around bookings, deal structure, forecasting implications and revenue recognition.
• Manage a queue of RevOps tickets/cases and ensure inquiries are addressed by the appropriate parties in a timely manner to reach SLA requirements.
• Help in establishing, and implementing best practices for teams’ operational excellence initiatives
• Present on changes to policies and rules as necessary

TekWissen® Group is an equal opportunity employer supporting workforce diversity.