Reals Analyst I

Lucid Software is a leader in visual collaboration, helping teams see and build the future from idea to reality. With our products—Lucidchart, Lucidspark and Lucidscale—teams can align around a shared vision, clarify complexity, and collaborate visually, no matter where they're located. Top businesses use Lucid's products all around the world, including customers such as Google, GE, and NBC Universal. Lucid's partners include industry leaders such as Google, Atlassian, and Microsoft. 

With a fast-growing team of more than 1,000 employees, we are committed to maximizing collaboration and innovation in the workplace through our products and with our people. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive, whether that’s at home, in the office, or a combination of the two. 

We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we welcome diversity and are dedicated to creating an environment and culture that is respectful and inclusive for everyone.

Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing #19 on G2’s Best Software Products for 2022 list.

If you’d like to confirm job application information found on other hiring websites, please contact us directly at: [email protected]

We are looking for someone to join our Revenue Operations team! This role will be tasked with working directly with our Customer Success and Sales teams to ensure timely and accurate processing of renewal orders in our CRM and billings system. The specialist will report directly to the Director of Revenue Operations.

An ideal candidate will have a love of technology and a desire to work in a role that is continuously evolving as our organization grows.

Our mission is to help teams see and build the future. And we hold true to our core values of:

INNOVATION in everything we do.

PASSION & EXCELLENCE in every area.

Providing individual EMPOWERMENT, INITIATIVE, and OWNERSHIP.

TEAMWORK over ego.

Summary:

• Drive renewals process by acting as the primary contact for the Customer Success and Sales teams to ensure that customer self-served and sales-assisted renewals are on time, appropriately documented and closed
• Process order requests for varying levels of deal size and complexity in our CRM system
• Review order requests for data integrity, working closely with accounting and commissions to ensure accuracy
• Engage with customers to gather renewal documentation, such as contract signatures and purchase orders
• Partner with AR and Sales on tracking and reporting delayed renewals
• Work directly with the Order Management team to ensure that month end goals are met efficiently, including performing end of month controls
• Work closely with stakeholders in customer success, sales, accounting and revenue operations to establish renewals policies and procedures
• Drive process improvements to current renewals process to improve sales rep experience as well as reduce overall processing time
• Track and report key renewals metrics to stakeholders

Requirements:

• BA/BS degree
• Demonstrated superior customer service skills
• Strong communication and interpersonal skills; must be able to work well with internal customers and stakeholders (especially sales, accounting and business operations orgs) 
• Strong attention to detail, both as a processor and as a reviewer
• Ability to work both independently and collaboratively to achieve shared team objectives
• Ability to understand and follow defined process requirements
• Creative problem solving skills

Preferred Qualifications:

• 1-3 years Deal Desk experience in a SaaS company
• 1-3 years relevant Salesforce experience
• High energy and track record of excellence
• Innovative, highly motivated, and success driven approach to work activities
• Ability to manage multiple projects and meet deadlines
• Passion for working with emerging technologies and an ability to understand new technical concepts

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