YOUR NEXT CHAPTER
Revenue Operations Support Analyst
About the role
• Process custom quotes and order forms, including co-terms, prorated amounts, custom payment schedules, multi-year terms, multi-entity or module-level contracts, amendments, riders, addenda, and credits
• Create and correct opportunities, quotes, order forms, and DocuSign envelopes
• Diagnose quote and DocuSign issues, including synchronization, billing or shipping details, products, pricing, signature fields, and Closed Won errors
• Maintain accurate approval status and verify required deal approvals before sending agreements
• Handle account ownership and routing changes, credits, duplicate account and contact merges, Salesforce field updates, user access issues, renewal discrepancies, cancellations, and RevOps tool questions
• Triage requests, resolve issues, escalate Salesforce work, and keep requesters informed
• Reconcile Salesforce term dates, amounts, products, and credits with signed agreements
• Ensure required renewal opportunities exist and cancellations and amendments leave clean data
• Identify recurring queue patterns and create business requirements for templates, fields, validation rules, flows, or self-service documentation
• Collaborate with the Revenue Operations Coordinator, sales representatives, Customer Success Managers, and customers
• 2+ years of experience at a B2B SaaS company in revenue operations, deal desk, sales operations, order management, or Salesforce support
• Hands-on Salesforce experience with the Opportunity → Quote → Product data model
• Comfortable with Salesforce reports, list views, and bulk updates
• Experience making Salesforce configuration changes, including fields, picklists, validation rules, page layouts, and simple flows
• Salesforce Administrator certification, or equivalent experience
• DocuSign experience with templates, merge fields and tabs, routing, reminders, and expiry
• Contract-math experience with prorations, co-terms, day counts, split payment schedules, and multi-year totals
• Ability to precisely edit order forms in Word
• Precise written English and spoken English sufficient for daily team working sessions
• Based in Latin America
• At least four hours of daily overlap with US Central time
• Flexibility during the final week of each quarter
• New hire equity grant
• Full suite of perks and benefits for US-based full-time employees
• 100% work-from-home remote arrangement across North and South America
• Remote work during business hours congruent with the employee's local time zone