drjobs Revenue Operations Coordinator

Revenue Operations Coordinator

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1 Vacancy
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Job Location drjobs

Bozeman, MT - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Revenue Operations Coordinator
We are seeking a detailoriented and datadrivenRevenue Operations Coordinatorto support our Marketing Sales and Client Experience teams. This role is critical in ensuring operational alignment between revenuefocused teams optimizing processes and driving efficiency across the entire revenue lifecycle. You will play a key role in analyzing data streamlining workflows and improving collaboration across teams to ensure that every aspect of the customer journeyfrom lead generation to client retentionis supported by strong operational processes and actionable insights.
Key Responsibilities
  1. Revenue Process Optimization:
    • Analyze and improve workflows across the Marketing Sales and Client Experience teams to ensure seamless handoffs and operational efficiency.
    • Identify bottlenecks in the revenue funnel and propose solutions to enhance performance and customer satisfaction.
    • Design and implement scalable processes that align with company goals and industry best practices.
  2. Data Management and Reporting:
    • Oversee the management of CRM and marketing automation tools (e.g. Salesforce HubSpot or similar) to ensure clean accurate and actionable data.
    • Create and maintain dashboards and reports to provide visibility into key performance metrics (e.g. MQLs SQLs pipeline health churn rates and revenue goals).
    • Monitor and analyze data to identify trends insights and areas of improvement for revenuedriving processes.
  3. Tech Stack Management:
    • Manage and maintain the marketing sales and client experience tech stack to ensure integrations data flow and tool functionality.
    • Evaluate and recommend new tools or systems to support team goals and enhance revenue operations.
    • Train team members on the proper use of technology and tools to maximize efficiency.
  4. CrossFunctional Collaboration:
    • Act as a central point of coordination between Marketing Sales and Client Experience teams to ensure alignment on goals strategies and .
    • Partner with Marketing to improve lead scoring attribution models and campaign tracking for better targeting and ROI measurement.
    • Collaborate with Sales to streamline pipeline management forecasting and deal tracking processes.
    • Support Client Experience teams by identifying and improving postsale processes including onboarding renewals and upsell opportunities.
  5. Revenue Insights and Strategy:
    • Provide actionable insights to leadership based on data analysis ensuring informed decisions about revenue growth strategies.
    • Contribute to the development of revenue forecasts quotas and department KPIs.
    • Support efforts to align and optimize accountbased marketing (ABM) and accountbased selling strategies.
  6. RFP and RFI Orchestration:
    • Coordinate and manage Request for Proposal (RFP) and Request for Information (RFI) processes ensuring that all necessary resources are aligned and deadlines are met.
    • Collaborate with relevant departments to gather information create compelling responses and present our offerings effectively to potential clients.
  7. Compliance and Governance:
    • Ensure compliance with data privacy regulations (e.g. GDPR CCPA) and internal data governance policies.
    • Maintain accurate documentation of processes and workflows to ensure transparency and consistency.
Qualifications and Skills
  • Bachelors degree in business Marketing Analytics or a related field.
  • Coordinator Level:13 years of experience in Revenue Operations Sales Operations Marketing Operations or a related role.
  • Strong understanding of revenue operations frameworks and customer journey optimization.
  • Experience with CRM platforms (e.g. Salesforce HubSpot) and marketing automation tools (e.g. Marketo Pardot HubSpot).
  • Proficiency in data analysis and reporting tools (e.g. Excel Tableau Power BI or similar).
  • Exceptional organizational and project management skills with the ability to manage multiple priorities.
  • Strong communication and collaboration skills to work effectively with crossfunctional teams.
  • Problemsolving mindset with a focus on process improvement and scalability.
What Youll Gain
  • The opportunity to play a pivotal role in optimizing revenuedriving processes at an innovative SaaS company in the finance sector.
  • Handson experience with cuttingedge revenue operations tools and strategies.
  • Collaboration with highperforming teams across Marketing Sales and Client Experience departments.
  • A chance to refine your skills in datadriven decisionmaking process improvement and crossfunctional alignment.


Required Experience:

IC

Employment Type

Full Time

Company Industry

About Company

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