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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Revenue Operations and Customer Success, with a strong focus on post-sales processes, automation, and data analysis. Proficient in managing Salesforce and CPQ systems to drive renewals, upsells, and customer engagement.
Highest-signal resume keywords
Salesforce ExpertiseRevenue Operations ExperienceCustomer Success Platforms KnowledgeAI Tool ProficiencySubscription Mechanics Understanding
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue OperationsPost-Sales ProcessesAutomation BuildingHealth Score FrameworksSubscription MechanicsData AnalysisSalesforce CPQSQLZapierCo-Terming
Soft Skills
Proactive Problem SolvingStakeholder Trust BuildingCross-Functional Collaboration
Tools & Technologies
SalesforceSalesforce CPQCustomer Success PlatformsAI ToolsData Analytics Tools
Certifications & Qualifications
Salesforce Admin CertificationCPQ Certification
Industry Keywords
B2B SaaSEnergy SectorFreight SectorCommodities SectorData Analytics
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the post-sales side of Vortexa’s revenue engine.
- Design and run expansion, upsell and renewal-risk signal frameworks using product usage, conversation insights, customer health data and Salesforce contract data.
- Build customer-intelligence automations and define escalation paths for account risk.
- Own entitlement accuracy across Salesforce, CPQ and product access.
- Ensure downgrades, churn and offboarding are handled cleanly and on time.
- Design, document and continuously improve post-sales playbooks for onboarding, adoption, renewals and expansion.
- Partner with Customer Success leadership on onboarding, engagement, adoption, retention, time-to-value tracking and health scoring.
- Run the renewals operating rhythm with Customer Success and Finance, including pipeline visibility, forecast accuracy and on-time renewals.
- Administer Salesforce CPQ for renewals, amendments and upsells; own compliance with standard policies.
- Own post-sales systems architecture and data flows across Salesforce, CPQ, Customer Success Platforms, product usage and engagement tools.
- Apply AI tooling to automate analysis, accelerate insight and reduce manual administration.
- Work with enablement to deliver systems, process and playbook content to Account Managers and CSMs.
- Own book-of-business allocation for Account Managers and CSMs, coordinating with Sales Operations on coverage and territory design.
- Report on post-sales KPIs including gross and net revenue retention, renewal rates, expansion pipeline and health trends.
Requirements
What you’ll need- At least 4 years of experience in Revenue Operations, CS Operations or Sales Operations at a B2B SaaS company, with meaningful exposure to post-sales motions.
- Hands-on Salesforce expertise, including Salesforce CPQ knowledge as a bonus.
- Experience with Customer Success Platforms and other key CS tech stack tools.
- Track record of building automations, health scores or signal frameworks that changed how a team acted.
- Strong grasp of subscription mechanics, including ARR, NRR, GRR, renewals, amendments and co-terming.
- Practical AI proficiency; comfortable using AI tools such as Claude, ChatGPT or Copilot to build workflows, analyse data and automate repetitive work.
- Ability to translate between Sales, CS and Finance and earn trust with senior stakeholders.
- Structured, proactive approach to identifying gaps, designing fixes and shipping solutions.
- Experience bridging Sales Ops and CS Ops in a single role or working on both sides of the handover is advantageous.
- Salesforce Admin or CPQ certification is advantageous.
- Familiarity with SQL, Snowflake or Zapier is advantageous.
- Interest or experience in the energy, freight, commodities, data or analytics sectors is advantageous.
Benefits
Comp & perks- Flexible hybrid working – split your time between home and our office, with the freedom to work where you’re most productive.
- All Vortexa staff have equity options.
- Private Health Insurance offered via Vitality.
- Global Volunteering Policy.
- Opportunities for constant learning and exploring new tools and technologies.
- Collaborative working environment.
- Vibrant, diverse company culture.
- Motivated team and opportunities to work with leading technology.
