Accounting Manager leading AR reserves, ASC 326, and ASC 606 accounting for Veradigm’s healthcare IT solutions. Managing Senior Accountants and advising leadership on forecasts, transactions, and controls.
About the role
- Revenue Operations Analyst supporting Salesforce reporting, customer success operations, cancellations, and process improvement. Helping SOCi scale AI-powered marketing solutions for multi-location businesses.
Responsibilities
- Own the day-to-day management of the Revenue Operations request queue
- Review, triage, prioritize, assign, and manage incoming cases through resolution
- Monitor queue health, aging, volume, and resolution times
- Identify recurring requests and opportunities for process improvement, automation, documentation, or enablement
- Serve as a Revenue Operations point of contact and operational partner for Customer Success
- Translate business requirements into scalable processes, reporting, and system improvements
- Support Salesforce and other Revenue Operations tool changes and enhancements
- Coordinate Customer Success enablement alignment for operational changes
- Document and standardize Customer Success operational processes
- Support testing and quality assurance for system, workflow, and process changes
- Manage the end-to-end customer cancellation and offboarding process
- Coordinate cancellations across Customer Success, Implementation/Offboarding, Billing, Finance, and other stakeholders
- Perform quality assurance and resolve discrepancies affecting offboarding, billing, reporting, or revenue data
- Analyze cancellation trends and surface operational insights
- Develop and maintain Salesforce reports and dashboards for Sales, Customer Success, Marketing, and Revenue Operations
- Provide Clari and CAP reporting to Customer Success leadership
- Build recurring and ad hoc reporting for leadership decision-making and operational reviews
- Investigate discrepancies across Salesforce and other revenue systems
- Establish consistent definitions and reporting methodologies for revenue and customer metrics
- Serve as a Salesforce reporting subject matter expert
- Build and maintain advanced Salesforce reports, dashboards, report types, filters, formulas, and related solutions
- Support CRM data quality initiatives and Salesforce enhancements
- Identify and implement process improvements, automation, self-service reporting, documentation, and enablement
Requirements
- 2+ years of experience in Revenue Operations, Sales Operations, Customer Success Operations, Business Operations, or a related analytical/operational role
- Strong Salesforce experience with an advanced understanding of reports and dashboards
- Experience working with CRM data and translating business requirements into reporting or operational solutions
- Strong analytical skills with the ability to investigate data, identify trends, and communicate findings clearly
- Strong project and process management skills with the ability to manage work from intake through completion
- Excellent attention to detail and commitment to data accuracy and quality assurance
- Strong written and verbal communication skills
- Demonstrated ability to work effectively with stakeholders across multiple departments
- Ability to prioritize competing requests and operate effectively in a fast-paced environment
- Comfortable identifying problems, recommending solutions, and taking ownership through resolution
Benefits
- Health insurance plans, dental, and vision
- Wellness incentives
- 401(k) plan with employer match
- Flexible paid time off
- Quarterly wellness days
- Paid holidays
- Unique employee engagement programs
- Career growth and success opportunities
- Flexible work environment
- Work-from-home arrangement
Job title
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Experience level
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Degree requirement
No Education Requirement
Location requirements
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