Revenue Operations Specialist
New York$90k - $110kFull-timePosted 2mo ago
About the role
Revenue Operations Specialist to support sales processes, maintain data quality in Salesforce, and collaborate with Finance, Legal, Customer Success, and Revenue Operations to improve processes and enablement. Hybrid role with 3 in-office days in NYC.
Responsibilities
- Support the end-to-end sales process, including opportunities, quoting, renewals, amendments, approvals, and deal support.
- Act as the first point of contact for Sales on operational questions, helping troubleshoot process and tooling issues and escalating where needed.
- Review opportunities, quotes, and deal structures for accuracy and completeness.
- Help maintain and improve data quality in Salesforce — identify and merge duplicate accounts and contacts, ensure correct account hierarchies, and contribute to validation rules, processes and enablement that prevent these issues at source.
- Apply a strong understanding of SaaS commercial concepts and metrics, including ARR, renewals, expansions, contractions, and deal deltas.
- Help running ad hoc reporting and analysis for the sales team
- Support standard and non-standard commercial scenarios using established processes and approval frameworks.
- Collaborate with Finance, Legal, Customer Success, and the wider Revenue Operations team to help deals move efficiently.
- Identify recurring operational issues and contribute practical suggestions for process improvement.
- Maintain clear process documentation and support sales teams in understanding and following established workflows.
Qualifications
- 2+ years experience in Revenue Operations, Sales Operations, or a similar commercial operations role, ideally within a SaaS business.
- Experience supporting sales processes such as opportunity management, quoting, renewals, amendments, and deal execution.
- Strong familiarity with Salesforce or a similar CRM, with the confidence to navigate tools and investigate issues independently.
- Working knowledge of Excel formulas to support ad hoc reporting and data analysis.
- A good understanding of SaaS revenue metrics and commercial deal structures.
- Strong attention to detail, analytical thinking, and problem-solving skills.
- Clear communication skills and the ability to work effectively with Sales and cross-functional teams.
- Comfortable working independently within established processes and knowing when to escalate.
Skills
Required:Salesforce proficiencyData analysis in Excel
Benefits
- Competitive Salary: $90,000-$110,000
- 401(k) (9fin pay 3%, employee contributions are uncapped)
- Private Health Insurance, with Dental and Vision
- Paid sick leave
- Disability Insurance (New York)
- Commuter Benefit
- 25 vacation days per year
- Local public holiday
- Work abroad for up to 3 months a year
- 1 month paid sabbatical after 5 years of service
- Enhanced parental leave & flexible working arrangements available
- Professional learning and development budget
- AI experimentation budget of $1,000 per employee to trial AI tools
- Bi-annual team socials
- Summer and Winter company social events
- Hybrid Policy: designated NYC office presence Tue/Wed from Jan 2027 plus flexible remote days
Last updated Oct 21, 2026. Interested? Apply on the company site.
About 9fin
Faster, smarter, debt market intelligence
9fin is a leading provider of debt market intelligence and offers everything you need to analyse a credit, or win a mandate in one AI-powered platform
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