Revenue Operations Specialist

Company

Founded in 2018 by CPAs, tax attorneys, and software developers, TaxBit is creating an entirely new category to enable widespread compliant adoption of digital assets for the global economy. TaxBit's Software-as-a-Service (SaaS) platform streamlines and automates customers' tax reporting and accounting activities for digital assets.

Trusted by leading crypto, tech, and traditional enterprises, Big 4 accounting firms, and government agencies (including the IRS), TaxBit solves compliance challenges at scale amidst an ever-evolving regulatory landscape. TaxBit is backed by leading Silicon Valley VCs with teams located in New York City, San Francisco, Seattle, Salt Lake City, and Washington, D.C.

Opportunity for Impact

Revenue Operations at TaxBit is a vital piece enabling our Go-To-Market capability.

RevOps supports and enables the GTM team and efforts through five key areas:

• Set up, administer, and maintain systems that support associated processes

• Drive the strategic planning of organizational and operating models

• Manage the data and provide insights for GTM performance

• Work cross-functionally to drive deal management (e.g., pricing, contracts)

• Propel an ongoing improvement of GTM capability through learning

The RevOps Specialist will support all five areas. This role is a critical part of delivering value and insight to the broader GTM capability and TaxBit business; it helps put Sales AEs against the best accounts, points Marketing towards the right audiences, and supports Customer Success in their retention and expansion goals.

Focus areas for this role will include but aren't limited to: working with Salesforce to process inbound requests related to system administration; creating reports in tools like Salesforce and Hubspot; keeping tabs on and updating such reports as GTM needs change; supporting RevOps on identifying new accounts; enriching account data and uploading into Salesforce; distributing prospects to the appropriate AE and SDR; and account scoring. These responsibilities ensure the GTM capability at TaxBit is operating at maximum effectiveness.

A strong candidate is able to understand some moderately complex systems, work quickly, think analytically, independently remain abreast of responsibilities, independently interface with GTM stakeholders to note down and update their domain of work, and collaborates well with others.

Role and Responsibilities

• Salesforce administration and insight generation support; ensure the Sales tech stack is capturing and showcasing data correctly to produce insights that drive the business forward

• Building reports in Salesforce, Hubspot, Excel, and other systems to support business execution; work with GTM stakeholders to identify metrics and insights, ensuring the TaxBit tech stack is producing views with those metrics and insights

• Ensure data is captured, cleansed, enriched, and uploaded correctly; data is the foundation for all of our business insights

• New account/prospect discovery to drive the growth of our business; keep tabs on the exciting, exploding Web3 space and ensure new entrants are being captured in Salesforce

Professional Qualifications

• 3+ years experience in Revenue Operations, Sales Operations, Finance, Data Analytics, Data Science, or other role involving analytical, critical-thinking, and data-oriented skill set

• Familiarity with Salesforce user management, configuration, and reporting

• Familiarity with sales technologies like Outreach, Gong.io, and Clari

• Ability to conduct desk research

• Experience with data cleansing and enrichment

• Ability to research solutions using Salesforce resources

Personal Characteristics

• Experience working with users to diagnose and troubleshoot issues

• Ability to problem solve creatively with an emphasis on simple solutions

• Familiarity with crypto, types of Web3 businesses, and names of key businesses

• Quickly get up to speed on sales technologies

• Independently own data capture, entry, and production workstreams

The base salary range for this role is $83,000 - $154,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

• Competitive cash compensation (based on experience)

• Equity (RSUs)

• Competitive benefits package

• A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more

• Hybrid working model: 3 days in-office, 2 days WFH/flexible

• Monday team lunches, snacks and drinks

• Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge

• Paid parental leave to bond with your child

• Fertility Benefit

• Autonomous work and flexibility in how work is performed

TaxBit in the News

Corp Press

Forbes America's Best Startup Employers

Deloitte Top 10 Fast 500 Award

Forbes FinTech 50

Recent Product Announcements

TaxBit Announces AI Enabled Rules Engine for Crypto Accounting

TaxBit Launches DAC7 Compliance Solution for Digital Marketplaces

TaxBit Introduces The First Enterprise-Grade Legal Entity Support Solution for Digital Assets

TaxBit Launches Innovative CESOP Reporting Solution for Digital Assets

TB Thought-Leadership Pieces

Fortune

• Future of Finance

NASDAQ - How Regulation and Technology Are Bridging the Gap Between Tradfi and Crypto

Future of Finance Roundtable Event (Video)

Coindesk

• The Tax Implications of Sam Bankman-Fried's Conviction

Fox Business

• AI tools streamlining accounting workflows and opening capacity for innovation

Bloomberg Tax

• Is Anyone Paying State Taxes on Bitcoin and NFTs? (Podcast)

Alliance/ Partner Announcements

IRS Taps TaxBit to Audit Bulk Crypto Transactions

EY to Collaborate With TaxBit on Digital Asset Tax Reporting

TaxBit and KPMG LLP Announce Alliance to Assist Digital Asset Companies Amid Market and Regulatory Uncertainty

Deloitte and TaxBit Form Alliance to Meet Exponential Market Demand for Digital Asset

Disclaimers

• By submitting an application for this role, you certify that the information contained in the application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire you, or for discharge should you be hired.

• Employment with the Company is at will unless otherwise stated in a written agreement signed by the CEO of the Company. This means that either the Company or the employee can terminate the employment at any time and for any reason, with or without notice.