Revenue Operations Analyst (Remote)

Overview

This role supports revenue operations and business systems across CRM administration, deal execution workflows, customer provisioning and billing, commissions, and revenue reporting. You will serve as a primary functional administrator for a proprietary CRM and partner with Engineering and internal stakeholders to improve processes, data integrity, automations, and reporting.

Responsibilities

Revenue Systems & CRM Administration

• Act as the primary functional administrator of the organization’s proprietary CRM, supporting daily operations, system configuration, and ongoing improvements.
• Maintain data integrity across accounts, opportunities, subscriptions, product catalogs, and customer records.
• Partner with Engineering and internal stakeholders to identify, test, and implement system enhancements and workflow automations.
• Troubleshoot system issues, support users, and ensure consistent adoption of established processes.
• Develop and maintain standard operating procedures, process documentation, and training materials.

Sales Operations & Deal Execution

• Manage and improve workflows used to generate customer order forms, renewals, expansions, and contract amendments.
• Support accurate quoting by maintaining pricing configurations, discount structures, and standard commercial terms.
• Partner with Sales leadership to identify process inefficiencies and improve deal execution timelines.
• Ensure accurate and timely handoffs between Sales, Finance, and customer-facing teams.

Customer Provisioning, Billing & Collections

• Coordinate post-sale customer provisioning, including account setup, user access, permissions, and subscription configurations.
• Manage customer subscriptions, billing schedules, and invoice generation through Chargebee.
• Maintain accurate customer billing records and resolve subscription or invoicing discrepancies.
• Support accounts receivable and collections activities, including monitoring outstanding balances and following up on overdue invoices.
• Partner with Finance to ensure billing accuracy and timely revenue collection.

Commissions & Partner Compensation

• Prepare and validate monthly and quarterly commission calculations for Account Executives, Partnerships, and Solutions Engineers.
• Calculate referral fees and partner revenue-sharing payments in accordance with established agreements.
• Maintain accurate compensation records and supporting documentation.
• Investigate and resolve commission discrepancies in collaboration with Sales leadership and Finance.
• Coordinate approved payouts and ensure timely processing.

Revenue Reporting & Financial Operations

• Maintain dashboards and reporting related to pipeline performance, bookings, ARR, renewals, and sales activity.
• Support revenue forecasting by analyzing pipeline trends, conversion rates, churn, and expansion opportunities.
• Reconcile CRM, subscription, and financial data to support accurate reporting.
• Assist with month-end close activities, board reporting, and annual revenue planning.
• Identify opportunities to improve reporting accuracy, data visibility, and operational efficiency.

Requirements

Required Qualifications

• 2–4 years of experience in Revenue Operations, Sales Operations, Business Systems, Financial Operations, or a related function.
• Experience administering or supporting CRM platforms such as Salesforce, HubSpot, or similar systems.
• Strong understanding of CRM data structures, workflows, reporting, and data integrity.
• Proficiency with spreadsheets, data analysis, and operational reporting.
• Strong attention to detail, particularly when working with financial data, billing, and compensation calculations.
• Ability to identify process inefficiencies, troubleshoot issues, and implement practical improvements.
• Strong organizational and communication skills with the ability to collaborate across multiple departments.
• Comfortable working independently, managing competing priorities, and operating in a fast-paced environment.

Preferred Qualifications

• Experience working in a B2B SaaS or subscription-based business.
• Familiarity with Chargebee or comparable subscription billing platforms.
• Experience supporting commission calculations, revenue reporting, or accounts receivable processes.
• Exposure to workflow automation, CRM integrations, or business systems configuration.
• Experience working with proprietary or internally developed business systems.
• Background in a Big Four or other large professional services organization.

Compensation & Benefits

• Competitive base salary
• Flexible PTO and paid sick leave
• 12 paid company holidays
• Comprehensive medical benefits, with up to 100% of employee premiums covered
• Remote work flexibility
• Opportunity to grow with a fast-scaling SaaS organization

Location & Work Environment

• Remote position based in the United States
• Strong preference for candidates located in the Kansas City area
• Candidates must be available to work core business hours aligned with Eastern or Central Time
• Close collaboration with Finance, Sales, Partnerships, and Engineering teams
• Reports directly to the CFO