What We Offer
Permanently Remote
Pay wired directly to your bank account
$50 Monthly Stipend
Annual Bonus
Flexible PTO
Enjoy company time off during some of the major US Holidays
Career fast track for performers and internal mobility
Grow With Us
We are looking for a smart, humble, and hungry analyst to join our fast growing Revenue Operations team, working alongside our go-to-market team leads. Ideally, you are technical, with good business judgment, strong problem solving ability, and first principle thinking. You may not know everything, but you are curious and *very* quick to learn.
This position will report into the Order Management Lead.
Day in the Life
Daily monitoring of SalesForce (CRM) opportunities through stages of the booking process
Establish trusted relationships with sales and customer success teams (Account Executives, Customer Onboarding Specialists, Customer Success Managers) enabling you to better support them in provisioning customer accounts accurately
Verify signed Contract details match the SalesForce order details, including products, pricing, start date and length of contract, payment terms and payment method
Work closely with sales to confirm payment method is captured for booked opportunities, and identify customers with non-standard billing in order to accurately split and invoice the order
Work closely with sales and customer success to accurately process subscription changes, including upsells, expansions and downsells, ensuring that the customer account is provisioned or deprovisioned accurately as changes occur
Work closely with sales to troubleshoot order related issues and educate them on current booking guidelines and processes
Maintain professional communication and a positive attitude to build rapport internally and externally
Who You Are
2-3+ years of experience in order processing, customer service or support role in a high paced sales environment. In particular, we are looking for experience managing complex back office processes.
Excellent interpersonal, written and verbal communication skills
High level of attention to detail and accuracy required
Self-starter with a track record of stellar customer service and sales support
A creative and strategic thinker who has experience troubleshooting issues with a solution-based mindset, and generating buy-in internally and externally
Team first mindset; we are a humble and hungry group sharing one mission
Can project manage and work efficiently across departments
Willing to roll up your sleeves and get your hands dirty; no job is too big or too small
Excels under high pressure in fast-paced environments with competing priorities
APPLY FOR THIS JOB:
Company: Workstream
Name: Workstream Recruitment
Email: