Revenue Operations Manager, Quote to Cash Job at Fidelity TalentSource LLC, Boston, MA

  • Fidelity TalentSource LLC
  • Boston, MA

Job Description

Job Description:

The Role

As the Revenue Operations Manager, Quote to Cash, you'll report to the VP of GTM Operations and Business Intelligence. This role will work across the end-to-end Quote-to-Cash processes within Salesforce and Stripe. You ll collaborate with Finance, Accounting, and Contracts teams to streamline operations. An ideal candidate will be diligent, organized, and a process architect. They will be comfortable working cross-functionally and owning business outcomes related to revenue capture and top-line growth.

The Work You Will Do

  • Serve as the business process owner for Salesforce and Stripe for end-to-end Quote-to-Cash processes, including Month-End-Close, Quoting, Contracts, Legal, Accounts Receivable, and Collections.
  • Collaborate with Finance and Accounting leadership to streamline processes and improve business efficiencies. Scope and prioritize partner roadmap, ensuring alignment with broader business objectives.
  • Ensure alignment with Revenue Recognition and Revenue Reporting requirements
  • Own cross-functional programs and processes to enhance operational execution and drive top-line growth
  • Work closely with broader Finance Operations, Systems, and Data Analytics teams to optimize Salesforce and other relevant systems.
  • Partner with sales leadership to own deal desk processes insuring consistency in quoting and proposal creation, and delivery
  • Drive initiatives to enhance customer experience and satisfaction through efficient Quote-to-Cash Processes

The Expertise and Skills You Bring

  • 3+ years of experience in Sales, Revenue, or Business Operations at a SaaS based company
  • Experience in Salesforce and Stripe
  • Experience using a variety of business systems to solve complex problems that drive business outcomes
  • Ability to work through ambiguity, manage up, and build consensus across a variety of teams and partners
  • Strong organizational skills with the ability to proactively implement and lead a project from conception to completion.
  • Familiarity with B2B SaaS business industry standard processes, common tools, and hands on experience administering or building with these tools to solve common business problems
  • Familiarity with relational databases, data hierarchies and working with structured data inside of CRM and outside of CRM (Excel/ Tableau)
  • Ability to work directly with senior leadership, outline business challenges with analytic rigor, quantify the next steps, and manage expectations.

The Team

We are Fidelity Labs, Fidelity Investments in-house fintech incubator with a mission to build new businesses to drive growth for Fidelity. We look to shape the future of our industry by building new products and services to improve the lives of the diverse set of customers, businesses, and financial institutions we serve.

Fidelity Labs is a dynamic workplace that combines the best parts of startup life\u2014building from scratch, adapting quickly, and moon-shot ambition\u2014with the scale and stability of an industry leader. We provide a safe space for startup teams to explore new business ideas, quickly test them with customers, and scale the most promising concepts within an existing business unit, or as a new venture. Learn more at

The base salary range for this position is $71,000-$112,000 per year. \u00A0

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. \u00A0\u00A0

We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. \u00A0These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. \u00A0Note, the application window closes when the position is filled or unposted.


Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined. blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to


Job Tags

Work from home, Flexible hours,

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