Revenue Operations Support Analyst

The role

You will manage the revenue operations queue by generating custom quotes, order forms, and DocuSign envelopes. You will also handle Salesforce requests, account routing, and data accuracy to ensure sales and customer success teams can function efficiently.

What you will do

• Ship custom quotes and order forms.
• Generate opportunities, quotes, order forms and DocuSign envelopes.
• Diagnose and fix issues with generated agreements and Salesforce syncing.
• Manage the approval layer and confirm deal policy compliance.
• Handle account ownership, routing changes, and duplicate merges.
• Process inbound credits, renewal record discrepancies, and cancellations.
• Ensure Salesforce records match signed agreements regarding dates, amounts, and products.
• Identify recurring patterns in the queue to create business requirements for automation or fixes.

Required qualifications

• 2+ years of revenue operations or deal desk experience at a B2B SaaS company.
• Hands-on experience in Salesforce including the Opportunity, Quote, and Product data model.
• Experience with Salesforce configuration such as fields, picklists, validation rules, and page layouts.
• Experience with DocuSign including templates, merge fields, tabs, routing, reminders and expiry.
• Ability to perform contract math including prorations, co-terms, day counts, and split payment schedules.
• Precision with editing order forms in Word.
• Precise written English.
• Spoken English sufficient for a daily working session with the team.
• Based in Latin America.
• At least four hours of daily overlap with US Central time.

Nice to have

• Salesforce Administrator certification, or experience that clearly stands in for it.
• Experience with DocuSign for Salesforce or Gen for Salesforce.
• Admin exposure to Chili Piper, Outreach, ZoomInfo, or Gong.
• Exposure to how a signed contract becomes an invoice via Stripe or another billing platform.
• Experience turning a recurring manual request into a template, automation, or how-to.
• Experience supporting construction, manufacturing, or another industrial market.

Benefits

• New hire equity grant

About the company

Founded in 2018, Kojo is a fast-growing construction technology company that transforms how commercial construction companies buy materials.