Revenue Operations Coordinator

Carter Murray; Houston (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Carter Murray is seeking a Revenue Operations Coordinator to support the Chief Revenue Officer and global revenue teams. The role blends executive assistance with CRM/ERP coordination, reporting, and project tracking to keep the revenue organization aligned and informed.

The position requires handling confidential information, coordinating across multiple functions and time zones, and maintaining rigorous documentation. Occasional travel and global collaboration are expected.

Qualifications

• Bachelor's degree in a related field preferred or equivalent experience.
• 5+ years in Executive Assistance, Revenue Operations, or similar roles.
• Experience supporting senior executives in a fast-paced environment.
• Hands-on CRM and ERP systems experience.

Responsibilities

• Manage CRO's calendar, travel, and priorities across global time zones.
• Prepare briefing materials, decision lists, and follow-up reminders.
• Coordinate activities across Revenue Operations and internal stakeholders.
• Maintain revenue calendars, track items, and ensure documentation and approvals.

Skills

CRM proficiency

Executive support

Cross-functional coordination

Analytical reporting

Education

Bachelor's degree

Tools

CRM systems

ERP systems

Microsoft Office

Job description

The Revenue Operations Coordinator enables the Chief Revenue Officer and the global revenue organization to operate with discipline, speed, and accurate information.

This position combines executive support, meeting and calendar management, CRM administration, ERP coordination, reporting, project tracking, and action management to ensure alignment across the revenue organization and key business functions.

Key Responsibilities

Executive Support & CRO Office Management

• Manage the CRO's calendar, meeting schedules, priorities, and travel plans across multiple global time zones.
• Prepare daily and weekly priority updates, briefing materials, decision lists, and follow-up reminders.
• Screen and route requests to the appropriate leaders and stakeholders.
• Escalate urgent customer, operational, delivery, service, revenue, or cash-flow issues when necessary.
• Coordinate business travel, customer visits, executive meetings, and internal events.
• Handle highly confidential business, customer, financial, and employee information with discretion.

Revenue Operations Coordination

• Coordinate activities among Business Development, Sales, Product Marketing, Customer Service, and Operations teams.
• Partner with Engineering, Program Management, Supply Chain, Finance, Quality, Legal, and other internal stakeholders.
• Maintain revenue calendars for pipeline reviews, forecast meetings, strategic planning sessions, and commercial reviews.
• Track action items, ownership, dependencies, decisions, and due dates through completion.
• Support opportunity handoffs and governance processes, ensuring required documentation and approvals are completed.
• Maintain action registers, escalation logs, and aging reports to improve organizational accountability.

CRM Administration & Data Management

• Serve as a day-to-day power user of the company CRM platform.
• Support accurate maintenance of accounts, contacts, opportunities, pipeline stages, forecasts, activities, and handoff records.
• Audit records for completeness, duplicates, missing information, stale opportunities, and data-quality issues.
• Generate dashboards, reports, action lists, and executive summaries for leadership.
• Support CRM adoption, user training, data standards, and best-practice processes.
• Coordinate with Revenue Operations and system administrators regarding reporting, workflows, permissions, and system improvements.
• Support visibility into the order-to-cash process, including customer setup, quotations, purchase orders, contracts, sales orders, backlog, invoicing, and payment status.
• Verify that transactions are supported by proper documentation, approvals, and source records.
• Assist with reconciliation of CRM data against ERP orders and backlog reporting.
• Identify inconsistencies, missing records, and potential duplicate reporting.
• Maintain follow-up lists for customer onboarding, order processing, backlog changes, invoicing, delivery risks, and other commercial exceptions.
• Coordinate information flow while ensuring appropriate approvals remain with authorized stakeholders.

Meeting Management & Action Tracking

• Develop meeting agendas and gather required pre-read materials.
• Coordinate attendance and meeting logistics for executive and customer-facing sessions.
• Attend meetings as required and document key decisions, commitments, risks, actions, and next steps.
• Distribute concise meeting minutes and maintain searchable records of decisions and action items.
• Follow up with stakeholders regarding open deliverables and overdue actions.
• Escalate critical issues according to established processes.

Reporting, Documentation & Communications

• Compile weekly and monthly commercial reporting packages covering pipeline activity, forecasts, bookings, backlog, revenue performance, customer issues, risks, and key decisions.
• Prepare executive presentations, reports, briefing materials, correspondence, and leadership communications.
• Maintain organized document repositories and version-controlled files.
• Validate information received from various departments before submission to executive leadership.
• Support special projects, executive initiatives, business research, implementation tracking, and organizational communications.

Required Qualifications

Education & Experience

• Bachelor's degree in Business Administration, Operations, Finance, Marketing, Communications, or a related field preferred.
• Equivalent combination of education and relevant experience will be considered.
• 5+ years of experience in Executive Assistance, Sales Operations, Revenue Operations, Commercial Coordination, Project Coordination, or a similar role.
• Proven experience supporting senior executives in a complex, fast-paced business environment.
• Experience coordinating teams across multiple functions, locations, and time zones.
• Hands-on experience with CRM and ERP systems.
• Experience supporting manufacturing, industrial, automotive, energy, technology, or other technically complex organizations is highly desirable.
• Experience preparing executive reports, presentations, meeting minutes, action trackers, and confidential business materials.

Technical & Administrative Skills

• Strong proficiency with CRM systems and pipeline management concepts.
• Understanding of ERP workflows including customer setup, sales orders, backlog management, invoicing, and payment tracking.
• Advanced Microsoft Office skills, including:
• Outlook
• Excel
• PowerPoint
• Word
• Teams
• Strong scheduling, meeting coordination, travel planning, and document management capabilities.
• Ability to analyze information, identify inconsistencies, and produce executive-ready reports and dashboards.
• Strong commercial and business acumen.
• Ability to understand sales pipelines, forecasts, RFQs, customer opportunities, bookings, backlog, and revenue metrics.
• Exceptional organizational skills and attention to detail.
• Ability to manage multiple priorities while meeting deadlines.
• Excellent written and verbal communication skills.
• Comfortable interacting with executives, customers, and global teams.
• Strong problem-solving and follow-through skills.
• Ability to diplomatically drive accountability and follow up on outstanding actions.
• High level of integrity, discretion, professionalism, and confidentiality.
• Willingness to accommodate global business schedules and occasional travel requirements.