- Health insurance
- Opportunity for advancement
- Paid time off
- Vision insurance
- Wellness resources
- 401(k)
- 401(k) matching
- Competitive salary
- Dental insurance
- Employee discounts
- Supporting accurate, consistent CRM data that helps revenue teams understand pipeline health and customer opportunities.
- Maintaining dashboards, reports, and operational workflows that improve revenue visibility and team execution.
- Helping Sales, Marketing, and Finance coordinate lead-to-revenue processes, forecasting inputs, and revenue performance reporting.
Essential Functions:
- Support day-to-day CRM administration, data quality, reporting accuracy, and workflow maintenance in Salesforce, HubSpot, or a similar platform.
- Monitor CRM hygiene and partner with sales team members to improve data completeness, consistency, and process adoption.
- Build, update, and maintain dashboards and reports for pipeline health, funnel conversion, activity tracking, win/loss trends, and revenue performance.
- Support pipeline review and forecasting processes by preparing reports, identifying data gaps, and surfacing trends or risks.
- Assist with lead routing, lifecycle stage tracking, activity capture, attribution, and CRM workflow automation.
- Partner with Sales, Marketing, and Finance stakeholders to support lead-to-revenue handoffs and process alignment.
- Prepare data and analysis to support territory planning, quota planning, capacity modeling, and revenue reviews.
- Support practical use of AI-enabled tools or automation to improve reporting, pipeline visibility, workflow efficiency, and data quality.
- Document recurring processes, reporting definitions, CRM standards, workflow changes, and user guidance.
- Identify opportunities to reduce manual work, improve consistency, and strengthen revenue operations processes across the customer lifecycle.
- Collaborate with leadership to translate revenue data and operational findings into clear insights and recommended next steps.
- Support CRM user adoption by helping clarify process expectations, report definitions, and data-entry standards
- Strong attention to detail and commitment to accurate, reliable data.
- Analytical mindset with the ability to turn pipeline, sales, and customer data into practical insights.
- Working understanding of sales pipeline stages, lead management, forecasting inputs, and common revenue metrics.
- Hands-on comfort with CRM systems, dashboards, spreadsheets, and workflow tools.
- Process-oriented approach with the ability to document workflows and identify improvements.
- Strong communication skills with the ability to collaborate across Sales, Marketing, Finance, and leadership stakeholders.
- Ability to manage recurring reporting, data-quality tasks, and operational priorities with consistency.
- Comfort learning and applying automation or AI-enabled tools to improve efficiency and visibility.
- Sound judgment when handling sensitive customer, sales, financial, and performance data.
Qualifications:
- 5+ years of progressively responsible experience in Revenue Operations, Sales Operations, CRM Administration, Revenue Analytics, or a similar function in lieu of a bachelor's degree.
- Hands-on experience using or supporting a CRM such as Salesforce, HubSpot, Microsoft Dynamics, or a similar platform.
- Ability to build or maintain reports, dashboards, spreadsheets, and operational trackers.
- Comfort working with sales, pipeline, customer, and revenue data.
- Understanding of sales pipeline stages, lead management, forecasting inputs, and common revenue metrics.
- Strong communication skills and ability to work cross-functionally with Sales, Marketing, Finance, and leadership stakeholders.
- Process-oriented mindset with the ability to document workflows and recommend improvements.
- Experience with CRM workflows, automation, lead routing, data enrichment, or sales engagement tools.
- Familiarity with AI-enabled sales, reporting, forecasting, or productivity tools.
- Experience supporting forecasting, pipeline reviews, territory planning, quota planning, or revenue planning processes.
- Experience with BI/reporting tools or advanced spreadsheet analysis.
- Prior experience in a B2B, SaaS, technology, professional services, GovTech, PropTech, utility billing, or recurring-revenue environment.
- Salesforce, HubSpot, or related CRM certification.
This is a remote position.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
MuniBilling provides utility billing software and utility billing services to government entities, property management companies, and private utilities. Our cloud-based product is a comprehensive toolkit for utility billing and property management, providing features for clients to manage their customer information, usage and fixed billing, payment processing, and data prep for exporting to accounting systems.
(if you already have a resume on Indeed)
