Traliant · 1 month ago
Revenue Operations Analyst - Quote to Cash
Traliant is an award-winning technology company transforming compliance training. The Revenue Operations Analyst will build and own the Quote-to-Cash process, ensuring structured and compliant deal handling while collaborating with Sales, Finance, and Legal teams.
Education
Responsibilities
Own and continuously improve the Quote-to-Cash lifecycle, from quote creation through order processing and Finance handoff
Develop and manage SLAs with Finance and Legal to ensure predictable turnaround times
Build and maintain the approval matrix and signing authority matrix in coordination with Legal and Finance
Establish and document business rules for deal compliance: license counts, pricing, contract terms, and billing alignment
Ensure all booked deals are created accurately in Salesforce and comply with Finance and Legal standards
Serve as the business owner for DealHub, managing product/pricing setup, and integration with Salesforce
Partner with Sales, CS and RevOps to ensure DealHub workflows reflect current business policies
Maintain data integrity and synchronization between DealHub and Salesforce, working with technical owners (Salesforce Architect and Rev Ops Analyst) as needed
Provide guidance on complex or non-standard deals: pricing exceptions, multi-entity contracts, or unique terms
Partner with Sales and CS leadership on deal structuring and ensure approvals follow the defined matrix
Document and communicate deal desk policies and processes to GTM teams
Track and report SLA compliance and deal throughput metrics
Create visibility for Sales, Finance, and Legal on deal velocity and process health
Qualification
Required
3+ years in Revenue Operations, Sales Operations, or Deal Desk / Q2C Operations within a high-velocity SaaS environment
Hands-on experience with Salesforce and DealHub or similar CPQ / Contracting tools
Strong process thinker who can design governance across multiple functions
Detail-oriented with a high bar for accuracy and compliance
Skilled stakeholder manager. Able to align Sales, Customer Success, Finance, and Legal on shared SLAs and policies
Proficient in Salesforce Q2C functionality: Opportunities, Opportunity products, Subscriptions, able to maintain product, pricing, and approval data
Analytical and systems-minded, with a pragmatic, solution-oriented approach
Preferred
Exposure to Finance or Legal operations: order management, revenue compliance, contract review preferred
Benefits
Medical
Dental
Vision
Life insurance
Disability insurance
Paid parental leave
401(k) plan
Employee assistance plan
Company
Traliant
Traliant offers interactive, broadcast-quality, millennial-friendly compliance training that is fully customizable to suit businesses needs.
Funding
Current Stage
Growth StageTotal Funding
unknown2021-01-26Acquired
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