Reals Analyst I (Temp)

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. Our products, business and workplace culture have received numerous global and regional recognitions, such as being included on the Forbes Cloud 100 and being named a Fortune Best Workplace in Technology. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive. Our employees embody our four core values of teamwork over ego, innovation in everything we do, individual empowerment, initiative, and ownership, and passion and excellence in every area. 

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. Top businesses use our products all around the world, including customers such as Google, GE, and NBC Universal. Our partners include industry leaders such as Google, Atlassian, and Microsoft.
We are looking for someone to temporarily join our Revenue Operations team! This 4 month 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.

Responsibilities:

• 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
• 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 
• Drive process improvements to current renewals process to improve sales rep experience as well as reduce overall processing time

Requirements:

• Experience in CRM system, preferable Salesforce
• 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
  

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

#LI-CB1