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Leanpath · 1 day ago

Revenue Operations Specialist (B-Corp / Tech for Good)

United States

Full-time

Remote

Entry, Mid Level

$75K/yr - $75K/yr

1+ years exp

Leanpath is a mission-driven company focused on eliminating global food waste through technology. They are seeking a detail-oriented Revenue Operations Specialist to manage the sales and renewal processes within Salesforce, ensuring accurate documentation and smooth operations.

Business IntelligenceEnterprise SoftwareFood and BeverageHotelInternet of ThingsRestaurantsSoftwareSustainabilityWaste Management

Culture & Values

Responsibilities

Daily Order Management: Execute the end-to-end processing of new sales, renewals, transfers, and contract amendments within Salesforce CPQ

Billing Alignment: Ensure all orders are accurately staged for the Salesforce Billing module to guarantee error-free invoicing for our Finance team

Data Hygiene: Actively monitor and update contract records to ensure start/end dates, quantities, and pricing are 100% accurate

CS Enablement: Serve as the "go-to" partner for Account Managers and Directors, helping them generate accurate quotes and navigate the CPQ process

Troubleshooting: Provide timely support when the CS team encounters system errors or complex quoting scenarios, escalating technical bugs to the senior BizOps team when necessary

Process Consistency: Help the CS team follow established workflows so that our customer data remains clean and reportable

Knowledge Base Contributor: Help draft and update internal "How-To" guides and SOPs (Standard Operating Procedures) for CPQ and order workflows. Conduct demos and trainings internally

Standard Enforcement: Review incoming orders to ensure they meet our internal data standards before they are finalized

Feedback Loop: Identify recurring "pain points" in the renewal or amendment process and suggest simple improvements to the BizOps lead

Dashboard Maintenance: Keep existing Salesforce dashboards up to date to ensure the CS and Sales teams have visibility into their upcoming renewals and pending orders

Cross-Functional Sync: Coordinate with Finance and Customer Success to resolve any discrepancies between signed contracts and system data

Qualification

SalesforceSalesforce CPQData HygieneOrder ProcessingProblem SolverOrganizationCollaborative Spirit

Required

Salesforce Experience: 1–3 years of experience working within Salesforce in a subscription based (recurring revenue) business. Direct experience with Salesforce CPQ is highly preferred

Process-Driven: You enjoy following a clear workflow and have a 'check-it-twice' mentality when it comes to data entry

Problem Solver: You are comfortable digging into a quote or an amendment to figure out why the numbers aren't lining up

Collaborative Spirit: You enjoy helping others and can explain technical steps to team members in a clear, friendly way

Organization: Ability to manage a high volume of tasks and orders without letting details slip through the cracks