Revenue Operations Specialist

Palmetto Technology Group (PTG); Greenville (SC); Presencial; USD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision, and life保险

401(k) company match

Flexible vacation time

Paid sick time

Holidays incl. Birthday and Floating

Volunteer time

Certification reimbursement

Descripción de la vacante

Courser is seeking a Revenue Operations Specialist to optimize processes, systems, and data driving revenue growth across sales, marketing, finance, and customer success. You will ensure data accuracy, reporting, and alignment across departments, reporting to a Revenue Operations Manager or Director.

Responsibilities include data quality oversight in CRM, quota/territory administration, sales compensation, analytics, and using AI/automation to improve efficiency while maintaining controls.

Formación

• Bachelor's degree or equivalent in business, finance, data analytics, or related field.
• 3+ years in revenue ops, sales ops, marketing ops, or similar focused on revenue processes & data analysis.
• Proficiency in CRM systems (Salesforce, HubSpot) and analytics tools (Excel, BI software).
• Strong data analysis skills with large data sets.
• Understanding of sales and marketing processes and best practices.

Responsabilidades

• CRM monitoring and data quality to ensure accurate catalog, opportunities, territory, quota, and pipeline data.
• Manage territory and quota assignments and support for new hires/role changes.
• Administer monthly sales commissions and coordinate with Finance on accruals.
• Prepare weekly, monthly, and quarterly sales reports and forecasts.
• Explore AI and automation to streamline reporting and data management.

Conocimientos

CRM systems & data analysis

Data-driven

Cross-functional collaboration

Excel / BI tools

Communication

Educación

Bachelor's degree in business, finance, data analytics, or related field

Herramientas

Salesforce

HubSpot

ConnectWise PSA

Excel

BI software

Descripción del empleo

About Courser

Courser accelerates the growth of IT service provider companies. We forge dynamic partnerships, leveraging our values of Teamwork, Service, Growth-Mindedness, Trust, and Innovation to deliver impactful solutions and phenomenal customer experiences. If you thrive in a fast-paced IT environment, join our rapidly expanding team and contribute to our ongoing success.

Revenue Operations Specialist

The Revenue Operations Specialist supports and optimizes the processes, systems, and data that drive revenue growth across an organization. Working closely with sales, marketing, finance, and customer success teams, this role ensures operational efficiency, data accuracy, and alignment between departments to drive revenue. Reporting to a Revenue Operations Manager or Director, the Revenue Operations Specialist plays a crucial role in implementing and refining tools, analyzing data, and supporting revenue strategies.

Key Responsibilities:

CRM Monitoring and Data Quality

• Maintain high standards of data quality, accuracy, and consistency across CRM and revenue systems
• Perform regular audits and data hygiene activities to ensure product catalog, opportunity, territory, quota, and pipeline data remains reliable
• Identify data quality issues in HubSpot and ConnectWise PSA and recommend improvements that increase reporting accuracy and user adoption

Quota, Territory, and Coverage Administration

• Maintain territory and quota assignments
• Support quota setup and administration for new hires, role changes, and organizational realignments
• Provide analysis to support leadership decisions regarding territory coverage, account assignments, and resource allocation
• Ensure systems accurately reflect approved assignments and quota structures

Sales Compensation And Finance Partnership

• Administer monthly sales commission calculations and payout processes
• Coordinate closely with Finance to calculate, administer, and reconcile sales commission accruals
• Validate source data, investigate commission inquiries, and resolve discrepancies in a timely manner
• Assist with compensation plan administration, documentation, and recurring process controls

Reporting, Analytics, and Forecasting

• Prepare and distribute weekly, monthly, and quarterly sales reporting and forecasting packages for sales leadership and executive stakeholders
• Monitor key sales, pipeline, bookings, and revenue metrics and highlight trends, risks, and opportunities
• Assist with forecasting processes, sales performance analysis, and ad hoc reporting requests

AI and Automation

• Leverage AI and automation tools to streamline reporting, improve data management, and reduce repetitive administrative tasks
• Identify practical opportunities to automate recurring processes while maintaining data accuracy and appropriate review controls

Qualifications:

• Bachelor's degree in business, finance, data analytics, or a related field
• 3+ years in revenue operations, sales operations, marketing operations, or a similar role focused on optimizing revenue processes and data analysis
• Proficiency in CRM systems (e.g., Salesforce, HubSpot) and analytics tools (e.g., Excel, BI software)
• Strong data analysis skills, with experience managing and interpreting large data sets
• Solid understanding of sales and marketing processes and best practices

Desired Competencies

• High attention to detail and accuracy in data management
• Ability to work independently and prioritize tasks in a fast-paced environment
• Problem-solving mindset, with a proactive approach to improving revenue operations
• Familiarity with revenue attribution, pipeline management, and forecasting techniques

Why you'll love working here

At Courser, we prioritize the personal and professional development of our employees. We offer best-in-class training, mentorship, and clear self-promotion paths to help you grow. We foster a culture of innovation and encourage challenging the status quo. With teams located across the country, we leverage a wealth of knowledge and a collaborative spirit, eager to share and grow together.

Benefit Highlights

• Competitive benefits package, including medical, dental, vision, and life insurance
• 401(k) company match
• Flexible vacation time*
• Paid sick time
• 10 Holidays including your Birthday and a Floating Holiday!
• Healthy Lifestyle reimbursement
• Membership Subsidy
• 40 Hours for Volunteer Time
• Paid parental leave
• Reimbursement for ongoing certifications
• Flexible vacation time after completing one full year of employment. For the first year of employment, full-time team members are provided 10 vacation days

Physical Demands And ADA Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• This is a largely sedentary role. The employee is frequently required to sit/stand for long periods and work on a computer
• The employee must be able to verbally communicate effectively with clients, employees and management to address questions and resolve issues. This involves talking, hearing, and understanding
• This position requires the regular use of a laptop computer and other office equipment. The employee must be able to operate a keyboard and other devices for extended periods
• The employee may be required to occasionally lift or move up to 10 pounds
• Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus

Americans With Disabilities Act (ADA) Statement

Our company complies with the ADA and provides reasonable accommodations to qualified individuals with disabilities in all aspects of employment, including the application process, interviewing, and job performance. If you need a reasonable accommodation to perform the essential functions of the job, please contact us.

Equal Opportunity Employer

Courser is an Equal Opportunity Employer. We support diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender, gender identity, genetic information, national origin, citizenship status, marital status, age, physical or mental disability, caregiver status, veteran status, uniformed service member status or any other category protected by applicable federal, state, or local laws.