LiveFlow

Revenue Operations Associate

Remote

Auto‑apply with AI Apply

Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Software, BiotechnologyIndustries

Requirements

Candidates should have 1–2 years of experience in a SalesOps, RevOps, GTM Ops, or Sales Support role, familiarity with Salesforce (bonus if they have done any admin/config work), and a basic understanding of GTM tools like Apollo, Metabase, Gong, HubSpot, Clay, and Zapier. Strong attention to detail and the ability to work methodically through large data sets are required, along with excellent organizational and follow-through skills.

Responsibilities

The Revenue Operations Associate will execute AI-driven GTM operations, ensuring data consistency, scalability, and automation. They will leverage AI for day-to-day operations such as list building, data enrichment, email campaign setup, and lead routing. The role involves managing integrations across tools like Salesforce, Apollo, Chili Piper, Gong, HubSpot, Clay, etc., building and maintaining reports and dashboards under guidance, providing timely support to team members, and supporting system documentation and process guides for operational consistency.

Skills

Salesforce

Apollo

Chili Piper

Gong

HubSpot

Clay

Zapier

Data Enrichment

Lead Routing

Reporting

Dashboard Building

Automation

AI Tools

GTM Operations

Data Management

LiveFlow

Automates financial reporting and analysis

About LiveFlow

LiveFlow transforms Google Sheets and Excel spreadsheets into real-time financial planning and analysis dashboards. It primarily serves small to medium-sized businesses and accounting firms that use QuickBooks Online for financial management. By integrating with QuickBooks Online, LiveFlow automates the financial reporting process, allowing users to create dashboards that compare budgets to actuals and consolidate data from multiple entities. This reduces the manual effort and time needed for financial reporting. LiveFlow operates on a subscription model, providing clients access to over 100 reporting templates, automatic data refresh, and customizable financial models. Its platform features live data updates and customizable reports, making it user-friendly for businesses aiming to improve their financial reporting and analysis.

Key Metrics

Redwood City, CaliforniaHeadquarters

2020Year Founded

$20.7MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Unlimited Paid Time Off

Paid Vacation

Company Equity

Risks

Integration with Xero may increase competition with existing Xero partners.

Expansion into the U.S. market could lead to regulatory compliance challenges.

Reliance on QuickBooks Online poses risks if Intuit changes API policies.

Differentiation

LiveFlow automates financial workflows, reducing manual effort for finance professionals.

It transforms Google Sheets into real-time FP&A dashboards, enhancing productivity.

LiveFlow integrates directly with QuickBooks Online, streamlining financial reporting processes.

Upsides

Integration with AI tools enhances real-time insights and predictive capabilities.

Growing remote work trend increases demand for cloud-based financial solutions.

Open banking APIs allow seamless integration with various financial platforms.

Land your dream remote job 3x faster with AI

Try Jobo Free