RevOps Finance Associate — Pricing, Billing & CRM
Vestwell
Vestwell, a fintech company, is seeking a Senior Associate in Revenue Operations – Finance to join a cross‑functional RevOps team. The role focuses on aligning pricing, billing, and commissions with scalable, low‑code, no‑code automations and robust data workflows. Based in a US metro (NYC, Austin, King of Prussia, Scottsdale) with hybrid office expectations, you will improve pricing parity, forecast revenue, and support the buyer’s journey through data‑driven decisions. #J-18808-Ljbffr Vestwell
- Vestwell is seeking a Revenue Operations Financial Associate to bridge pricing, billing, and CRM. You will design, automate, and implement financial solutions... .... In this hybrid role, you’ll collaborate with RevOps, Billing, Legal, and Sales to align systems across the...CRMRemote job
- ...Revenue Operations (RevOps) team exists to... ...include product, finance, marketing, sales... ...Operations Financial Associate will rely on their... ...results Ensure the pricing models that are... ...transfer into various billing systems Maintain... ...experience owning CRM, billing and...CRM
$201.42k - $322.27k
...Director, Business Technology (IT CRM), you'll lead one of the most... ...of how Axon sells, quotes, bills, and serves customers —... ...executive stakeholders across Sales, RevOps, Finance, Customer Success, and IT.... ..., or working conditions associated with this job. The job description...CRMContract workWork experience placementWork at office- ...functionally with Sales, Finance, Fulfillment, Product,... ...interpret contracts, pricing structures, and commercial... ...Flag any non-standard billing requirements What You... ...proficiency in ERP and CRM systems (e.g., Salesforce... ...or working conditions associated with this job. The job...CRMWork at officeRemote work
- ...Handle objections and drive conversations toward payment commitments Billing Issues & Case Resolution Investigate billing discrepancies and... ...Coordinate internally to resolve issues impacting payments CRM Management & Documentation Maintain accurate records of all calls...CRMFull timeRemote work
- ...environment. Good understanding of tech such as data analytics, CRM tools (Salesforce.com) and ERP systems. Proficiency with... ...with strong business and financial acumen relevant to aviation, billing, and financial results. Ability to travel to site locations or...CRMTemporary workWork experience placementRemote workFlexible hours
$55k - $60k
...CSR will capture all the relevant data points in the designated CRM system facilitating efficient handling, monitoring, and management... .... Inquiries including but not limited to: Account registration, Billing disputes, Status inquiries, Movement discrepancies, Chassis...CRMShift workNight shift$125k - $140k
...includes CT Applications specialists, Implementation Managers, Field Billing Specialists (and others) to drive sales, increase adoption, and... ...complex technology Experience with Salesforce.com or similar CRM Excellent teamwork and communication skills; ability to work...CRMBase plus commissionWork experience placementLocal areaRemote workWork from homeWorldwideRelocation$50k - $58k
...and nonprofit partnerships? GlobalGiving is looking for a Billing & Revenue Associate to join our team. This position reports to the Senior Accountant... ...Financial and/or administrative experience Experience with CRM/Billing software strongly preferred (e.g., Salesforce +...CRMPermanent employmentFull timeLocal areaRemote workVisa sponsorshipWork visaFlexible hoursNight shift$115k - $120k
...Qualifications Bachelor's degree in Accounting, Finance, Business or equivalent combination of... ...and/or complex programs, including fixed price contracts and competitive product... ...accounts receivable, cash contributions, billing preparation, and cash collection across assigned...Work experience placementImmediate startFlexible hours2 days per week- Req ID: 75310Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESAAreas of Interest: Wealth ManagementPay Transparency Salary Range: Not AvailableApplication Deadline: 12/31/2024BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial...CRMWork experience placementWork at office
- ...performance metrics with each Sales associate to optimize sales pace,... ...conditions. Recommend pricing and incentive strategies to maximize... ..., promotional activity, and financing strategies. Spend the... ...-oriented. Proficiency in CRM systems (Salesforce preferred...CRMContract work
- ...CORE RESPONSIBILITIES Salesforce CRM Administration & Sales Technology Ownership... ...-functional launches (new products, pricing, packaging, campaigns, and go-to-market... ...sales compensation in partnership with Finance and RevOps. Sales Training, Onboarding & Continuing...CRMFull timeWork at officeLocal areaRemote workWorldwideRelocation packageFlexible hours
- ...strong working relationship with Credit Union associates, members, and other key people involved... ...the customer relationship management (CRM) system. Ensure compliance with relevant... ...College degree, preferably in Economics, Finance Business, or equivalent work experience...CRMWork experience placementLocal area
- ...delivering information and support with a professional and friendly approach. Responsibilities include customer engagement, billing, data entry into CRM, and coordinating with hotel sales for site visits. The role emphasizes service excellence, relationship building, and...CRM
- ...orientation and enthusiasm for advancing this knowledge on a continuous basis. Excellent written, verbal, and Client Relationship Management (CRM) skills. Exhibit resilience and a positive attitude when faced with challenges and learning opportunities. Skillfully navigate...CRMFull timeApprenticeshipInternshipWorldwide
- ...pipeline records within Canacre's CRM (e.g., Salesforce). Assist... ...Development, Operations, and Finance to gather the information required... ...scope, budget, client billing terms, and WBS/task structure.... ...objectives. What You'll Bring Associate's or Bachelor's degree in business...CRMContract workTemporary workWork at officeLocal area
$60k
...relationship reviews and evaluate clients' financial needs. Update CRM software to capture client activity and schedule follow-up... ...WHAT YOU SHOULD HAVE: ~ Bachelor's degree in business, finance or related field or equivalent work experience required. ~5 years...CRMWork experience placementLive inWork at officeFlexible hours- ...financial planning. Bachelor's Degree in a related field of study. FINRA Series 7 & 65 OR willingness to obtain these licenses. CRM experience (Redtail) a plus, or willingness to learn. LPL ClientWorks system experience is also a plus. Exceptional client...CRMWeekend workAfternoon shift
- ...focus on client acquisition from existing relationships and new prospects, updating CRM and building a robust professional network. The role requires a bachelor's degree in business or finance, 5 years in financial services with high-net-worth clients, and active licenses....CRM
$220k - $260k
...operationalize a Customer Success platform integrated with CRM, Support, billing, and product usage systems. Develop health score frameworks,... ...Collaborate cross-functionally with Product, Revenue Operations, Finance, Services, Support, and Sales leadership teams....CRM- ...verbal and written plans (when needed) to communicate the recommended strategies. Demonstrates advanced Client Relationship Management (CRM) skills along with strong verbal and written communication skills. Conducts needs discovery with participants to deepen relationships...CRM
$22 - $27 per hour
...order verification, issue resolution, and system updates in our CRM. An understanding of the pharmaceutical space is preferred, along... ...medications to address questions or concerns Update and maintain price books in Salesforce Manage and implement new promotions in Salesforce...CRMHourly payLocal area- ...• Attend Venue meetings as required. Billing • Communicate billing information to customers... ...contact information and details into CRM system. • Enter and reconcile Exhibit... ...Qualifications • High School Diploma is required. Associate degree is preferred • 1+ years of...CRMFull timeAfternoon shift
- ...across Sales, Operations, and Finance tied to company priorities Break... ...-Cash optimization, contract pricing improvements, service... ...including lead-to-order, install-to-bill, and service-to-resolution 3.... ...industries Exposure to Salesforce CRM, ERP’s, Workday, Monday.com...CRMContract work
$105k - $140k
...power our outbound motion — from lead enrichment and sequencing to CRM architecture and AI-powered personalization at scale. This is... ...For Solid experience in GTM engineering, growth engineering, or RevOps role with a heavy technical lean You've personally built outbound...CRM$105k - $140k
...power our outbound motion — from lead enrichment and sequencing to CRM architecture and AI-powered personalization at scale. This is... ...For Solid experience in GTM engineering, growth engineering, or RevOps role with a heavy technical lean You've personally built outbound...CRM- ...keep definitions consistent and documentation clear.Partner with RevOps, Finance, Marketing, and Analytics to produce operational reporting,... ...reconciliation.Troubleshoot reporting issues, broken workflows, missing CRM data, and gaps in pipeline visibility with fast, accurate...CRM
- ...Acquisition Firm. SALES MANAGER Commercial Finance / Factoring | El Paso or Phoenix | Full-... ...Legal to ensure every deal meets risk, pricing, documentation, and compliance standards.... ...% minimum average gross profitability CRM discipline 100% adoption and data...CRMFull timeContract work
- ..., Inc. in Scottsdale, AZ is seeking a Registered Client Service Associate to support financial advisors by delivering high-touch service to... ..., accuracy in account administration, onboarding, and CRM data management. You will help schedule meetings, respond to inquiries...CRM
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