Financial Process Optimization Lead

Há 4 dias


Porto Alegre, Brasil Bebeerevenue Tempo inteiro

We are seeking a skilled Revenue Operations Specialist to support our client's growing go-to-market organization.This full-time remote role requires 3-6 years of experience in revenue and sales operations.Sales OperationsManage and improve processes driving revenue visibility and efficiency across Salesforce, pipeline analytics, quote-to-cash workflows, and services operations coordination.This role sits at the intersection of Sales, Services, and Systems, ensuring operational excellence across the customer lifecycle.Ideal candidates thrive on process optimization, data accuracy, and cross-functional collaboration.Responsibilities:Optimize Salesforce processes for Sales and Account Management teams, including lead management, opportunity tracking, forecasting, and pipeline hygiene.Develop and maintain dashboards, metrics, and reports providing visibility into bookings performance, funnel conversion, and forecast accuracy.Support commission plan execution by maintaining accurate opportunity data, product configurations, and close dates.Coordinate with Finance and Legal on deal review processes, ensuring consistency between quotes, contracts, and billing data.Services Operations:Support Professional Services leadership with project setup, time tracking, and revenue recognition workflows in coordination with Finance.Track utilization, backlog, and project profitability metrics to ensure delivery teams have accurate performance visibility.CRM and Systems Administration:Serve as the Salesforce administrator for all go-to-market functions, including user management, profiles, validation rules, and custom workflows.Maintain integrations with related systems to ensure data synchronization and process automation.Data and Reporting:Develop recurring and ad hoc reports supporting revenue forecasting, KPI reviews, and board-level insights.Audit data for accuracy and completeness across systems; proactively resolve inconsistencies or bottlenecks.Required Experience:Excellent English verbal and written skills.Bachelor's degree in Business, Finance, or a related field.3-6 years of experience in Revenue Operations, Sales Operations, or similar analytical GTM roles.Advanced proficiency with Salesforce CRM.Experience with SaaS business models, including ARR tracking, renewals, and professional services revenue workflows.



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