Revenue Operations Associate

Revenue Operations Associate

Partially Remote Full-Time Boston

About the Role

Supporting the Business Development and Development teams Compass Working Capital is looking for a detail-oriented and results-driven Revenue Operations Associate to join the team. The Revenue Operations Associate plays a key role in building and sustaining Compass Working Capitals donor and housing partner pipeline.

Reporting to the Director of Business Development & Partnerships this position requires excellent attention to detail strong collaboration skills and a willingness to learn and contribute to project coordination and relationship management. The ideal candidate uses data-driven insights to enhance outreach and expand impact.

Skills Were Looking For:

Project Coordination

The capacity to structure organize and manage multiple concurrent workflows ensuring that tasks timelines and deliverables across business development fundraising and partner engagement activities are aligned and progressing efficiently.

Communication

The ability to convey information in a clear professional and purpose-driven manner across a range of audiences including internal teams partners and donors.

Attention to Detail

A consistent focus on accuracy completeness and precision in all aspects of work particularly in data management documentation and communication.

Customer Service

The ability to provide responsive respectful and solution-oriented support to external and internal stakeholders ensuring a positive and reliable experience in all interactions.

Data Entry

The ability to accurately input maintain and update information within systems such as Salesforce ensuring that records are complete consistent and reliable.

Responsibilities will include:

Prospect Management & Support

Assist with partnership pipeline activities by identifying researching and vetting prospective partners based on client and coach needs equity considerations service capacity and regional demand.

Evaluate inbound inquiries and leads to prioritize those with the strongest alignment to Compasss mission and program goals.

Outbound prospecting and initial outreach to high-potential leads effectively communicating Compasss value proposition to secure introductory meetings for the Business Development Manager.

Build and maintain a comprehensive prospect database targeting strategic regions and time-sensitive opportunities.

Utilize established messaging to clearly communicate the impact and value of Compasss FSS Link Direct Services and commitment to financial empowerment.

Engage prospects with a knowledgeable empathetic and relationship-centered approach that builds trust and fosters ongoing collaboration.

Data Management and Reporting

Maintain accurate and complete records of client partner and prospect interactions and proposals in Salesforce to support data quality reporting and relationship management.

Regularly update databases to reflect current engagement status and activities.

Develop detailed prospect and customer profiles along with tailored materials to support personalized and mission-aligned outreach.

Support the Business Development Manager with organized data and insights to strengthen engagement strategies.

Take on additional responsibilities as needed to support organizational priorities and growth.

Project Coordination & Support

Serve as the primary point of contact for customer support responding to inquiries through the FSS Link inbox and triaging technical support tickets.

Coordinate meeting scheduling and follow-ups to ensure timely organized and respectful communication.

Prepare proposals agreements and supporting materials that advance revenue opportunities aligned with organizational goals.

Partner with the marketing team to contribute insights and content for lead-nurturing campaigns focused on community impact and stakeholder engagement.

Track and manage proposal and partnership records in Salesforce to support transparency accountability and reporting.

Development (Fundraising) Operations

Process and record pledges and gifts ensuring accuracy and timeliness.

Prepare and send donor acknowledgements in alignment with organizational standards.

Maintain and update donor records to support effective tracking and relationship management.

Assist with data entry cleanup and ongoing data integrity efforts in Salesforce.

Generate and support routine and ad hoc reports to inform fundraising activities.

Monitor data quality and flag inconsistencies or issues for resolution

National FSS Conference and Events Support

Please note Compasss 2026 National FSS Conference will be in Chicago Illinois from October 18th to October 20th travel and working this event isrequired.

Support all conference logistics pre-planning develop event timelines coordinate speaker bios and support travel logistics planning.

Oversee and track event registration and registration reporting.

Manage inbox and respond to registration inquiries in a timely manner.

Support day-of event logistics - registration communicating with vendors and troubleshooting technical or hospitality issues to ensure a seamless attendee experience.

This job description is not intended to provide a comprehensive listing of all duties or responsibilities. Job duties and responsibilities may change at any time based on the needs of the organization.

Qualifications and Skills

2-4 years of experience in sales business development client engagement project coordination fundraising or nonprofit relationship management with a proven track record of building and nurturing relationships.

Highly detail-oriented and organized able to manage multiple projects and priorities efficiently while maintaining a focus on quality and impact.

Exceptional communication and interpersonal skills capable of establishing rapport quickly and fostering trust with diverse stakeholders.

Proficiency in CRM systems preferably Salesforce with strong skills in data entry management and reporting to support informed decision-making.

Benefits

The salary range for this role is $47170 $56445 commensurate with experience. Well promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to:

Healthcare: medical dental vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.

Retirement plan 401(k) & 3% match

Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. *Employee must be with the organization for six (6) months to receive up to twelve (12) weeks of full pay from the organization.

Life insurance & disability insurance

Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year plus the final week of the calendar year off as an organizational-wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.

Flexible Spending Account (FSA)

Dependent Care Flexible Spending Account

Professional development & certification

Pre-tax commuter benefits

Employee Assistance Program (EAP)

Office closed every Friday in August and the final week of calendar year

Equipment: $200 one-time stipend for work from home expenses

Internet Reimbursement: Up to $40 per month for personal internet expenses