Revenue Operations Support Analyst
Core
Generate custom quotes, order forms, and agreements for complex B2B SaaS deals using Salesforce and DocuSign, ensuring data accuracy for revenue recognition and billing.
Role type
Revenue Operations Support Analyst (Salesforce & DocuSign)
Builds
Custom quotes, order forms, and signed agreements for the Go-To-Market team
Domain
B2B SaaS / Construction Technology
Required skills
Salesforce configuration (Opportunity/Quote/Product model, validation rules, flows), DocuSign for Salesforce, contract math (prorations, co-terms, split payments), precise document editing, queue management
Preferred skills
DocuSign Gen for Salesforce, GTM tool exposure (Chili Piper, Outreach), billing platform exposure (Stripe)
Technologies
Salesforce, DocuSign, Word
Responsibilities
Generate custom quotes and order forms with complex terms; diagnose and fix quote/order generation errors; manage approval workflows; handle account routing, duplicate merges, and data corrections; ensure Salesforce records match signed agreements; identify recurring manual requests to create automation or template fixes.
Seniority
Mid-level, hands-on IC
