Senior Associate, Revenue Operations (Fintech)

TL;DR

Senior Associate, Revenue Operations (Fintech): Developing and deploying financial solutions to align strategy, process, and data across product, finance, and sales departments with an accent on pricing model optimization and billing system accuracy. Focus on removing technical bloat via low-code automations, maintaining ARR calculations, and designing scalable architectural solutions for revenue tracking.

Location: Hybrid in New York, Austin, King of Prussia, or Scottsdale. Fully remote options may be available for exceptional candidates.

Salary: $70,000 – $85,000 base

Company

A financial technology company providing a platform for retirement, education, and healthcare savings.

What you will do

• Ensure pricing models are accurately transferred into various billing systems.
• Maintain ARR calculations to support revenue forecasting, reporting, and commission attainment.
• Analyze and prepare pricing structures to handle future scalability needs.
• Manage commission software and maintain payment databases for accuracy.
• Collaborate with Legal, Sales, and Marketing to optimize revenue workflows.
• Prioritize work streams and communicate status and risks to senior business leaders.

Requirements

• Experience designing technology solutions that align business needs with technical execution.
• Proficiency in Salesforce formula fields, validation rules, and workflow logic.
• Knowledge and experience working with billing and commission software.
• Ability to develop and own CRM, billing, and commission systems architecture.
• Experience writing professional business requirements documentation.
• Must be based in or be able to work from the USA (specifically NY, TX, PA, or AZ offices).

Culture & Benefits

• Comprehensive health benefits and generous time off.
• Competitive 401(k) plan.
• Hybrid work model with access to collaborative offices.
• Dedicated Employee Wellbeing Committee.

Hiring process

• 1-2 introductory conversations to discuss background and interests.
• Skills or experience-based assessment (e.g., portfolio review or deep-dive discussion).
• Virtual or in-person interview panel.
• Reference checks with a former manager and a peer.