Revenue Operations Coordinator

Caseware is one of Canada's original Fintech companies, having led the global audit and accounting software industry for over 30 years, with more than 500,000 users across 130 countries and available in 16 different languages. While you might not have heard of us (yet) over 36,000 accounting and audit professionals list Caseware as a skill on their LinkedIn profiles!

We are seeking a highly motivated and detail-oriented Revenue Operations Coordinator to join our Global Revenue Operations Team at Caseware, a leading SaaS organization. As a Revenue Operations Coordinator, you will play a critical role in supporting the efficiency and growth of our revenue operations through maintaining data accuracy, and providing operational support. 

You will work closely with the Revenue Operations and Finance teams to clean up and ensure accuracy, as well as enhance business processes, ultimately driving revenue efficiency and optimization.

❗This is a full-time permanent position

📍 Location: 

This is a hybrid role requiring the successful candidate to work 3 days a week in our Toronto office, located at 351 King Street East, Toronto, ON.

Hiring Manager:

Saurabh Sanganee - Director, Sales & Revenue Operations

What you will be doing:

• Cleaning, organizing, and maintaining of our CRM (Salesforce) data. Ensure data accuracy and consistency across multiple contracts and subscription in Salesforce and ensure that records are up-to-date.
• Support the preparation of weekly, quarterly and monthly Revenue Reporting. 
• Assist in supporting data accuracy for ad-hoc reporting for key stakeholders across Commercial and Finance teams.
• Through the clean up – process identify and address data discrepancies or gaps in our systems.
• Collaborate with Revenue Operations and Commercial Teams globally to improve internal processes, automate manual tasks, and streamline data management practices.
• Build and maintain documenting processes related to Salesforce data management. Help provide basic training to teams on how to use Salesforce and other revenue systems effectively.
• Regularly audit Salesforce and other relevant systems to ensure that all data is properly categorized, consistent, and aligned with company standards.

What you will bring:

• Bachelor’s degree or equivalent experience in Business, Finance, Data Analytics, or a related field.
• Previous experience or internships in revenue operations, sales operations, data analytics, or related roles is a plus but not required.
• Previous experience working with Salesforce is preferred but not required
• Proficiency with Excel is mandatory
• Familiarity with CRM systems such as Salesforce. Knowledge of CPQ is preferred
• Strong attention to detail and ability to manage large datasets in Excel with accuracy.
• Analytical mindset with the ability to identify patterns, discrepancies, and areas for improvement.
• Excellent communication and interpersonal skills, with the ability to work well in a cross-functional team environment.
• Self-starter with a proactive approach to solving problems and driving results.

About Caseware

Caseware's cutting-edge software products are meticulously designed for accounting firms, corporations, and governments. Our teams are continually collaborating, innovating, and building upon our existing suite of products. With a customer-focused mindset, we are building technology that is shaping what the future of audits, financial reporting, and financial data analytics will look like.

With a recent strategic investment from Hg Capital in 2020, Caseware is now in its next major growth phase as we double down on the people and products that have made Caseware so successful to date.

One of Caseware's core values is Many Voices, One Team and with that in mind, we're dedicated to building teams as diverse as our customers in an equitable and inclusive way. We welcome and encourage candidates of all backgrounds to apply. Should you require accommodations or have any questions at any point during the application or interview process, please e-mail our People Operations team at [email protected].

Any candidates successful in obtaining an offer for a position will need to successfully complete a background check through Certn.co which typically includes an Identity Verification and Criminal Record Check. Executives and Senior Managers will undergo a Soft Credit Check as well.