Revenue Assurance Specialist
4 days ago
Regroup Mass Notification — a global company with headquarters in Dallas — is looking for a Revenue Assurance Specialist & Sales Operations QA. Regroup believes in working with talented yet humble people who care about our core mission: Keeping communities and organizations safe and informed.
We are looking for a detail-oriented and process-driven Revenue Assurance Specialist & Sales Operations QA to help us design, document, and QA our full sales-to-cash journey from new customer sign-off through to invoice payment, including renewals and late payment management.
This role is key to building and maintaining end-to-end documentation, supporting HubSpot property governance, enforcing internal SLAs, and executing QA audits across the sales lifecycle. You'll play a vital role in ensuring data accuracy, process consistency, and operational efficiency across Sales, Customer Success, Finance, and Revenue Operations.
Key Responsibilities
Process Design & Documentation
- Develop and maintain standardized SOPs for:
- New sales (from signed agreement to invoice payment)
- Renewals (starting 6 months prior to term end through to closure or continuation)
- Contract amendments and renewal invoices
- Define team responsibilities and handoffs across Sales, CS, Finance, and RevOps
- Clarify and manage field ownership in HubSpot throughout the sales journey
- Establish and monitor SLA timelines for each step in the process (e.g., contract entry, invoicing, follow-ups)
- Consolidate all documentation in a single, centralized repository (e.g., Confluence)
Quality Assurance (QA) & Compliance
- Build and implement QA processes to ensure SOPs are consistently followed
- Audit workflows to catch discrepancies early and propose process improvements
- Develop ongoing audit structures and reporting for sales and renewals
- Ensure processes align with revenue recognition standards, AR best practices, and company policies
- Carefully review agreements, invoices, and related data to catch and resolve errors early
- Follow through on identified issues to ensure revenue is accurately tracked and reported
- Communicate clearly and proactively when something doesn't align or needs correction
Revenue Operations & AR Support
- Review Sales Agreements (SAs) before signature to ensure accuracy and completeness
- Collaborate with Finance and AR on late payments, invalid cancellations, and recovery strategies
- Support alignment between sales data and billing requirements
- Assist in the design and monitoring of the full revenue assurance lifecycle
Cross-Functional & Vendor Support
- Support the data governance initiative to improve systems and processes
- Coordinate with external vendors or partners as needed
Requirements
- 2+ years in Sales Operations, Revenue Operations, and Accounts Receivable (AR)
- Experience creating SOPs or process documentation, ideally using Confluence or similar tools
- Familiarity with customer renewals, sales lifecycles, and SaaS metrics a plus
- Detail-oriented with strong analytical and QA skills
- Collaborative team player comfortable coordinating across Sales, CS, and Finance
Nice to Have
- Experience in QA or audit roles in a SaaS or tech environment
- Hubspot Experience
- Background in finance or billing operations
- Knowledge of contract lifecycle management tools
Tools You'll Use
- HubSpot
- Google Workspace
- Confluence
- Docusign or similar
What Success Looks Like
- Complete, accessible documentation of the full sales-to-cash and renewal process
- Clear ownership and property management structure within HubSpot
- SLA metrics in place and monitored
- Regular QA audits that ensure process adherence and continuous improvement
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