Revenue Operations Specialist

Courser; United States; Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision, and life保险

401(k) company match

Flexible vacation time

10 Holidays including Birthday and a C

Vacation/Holiday benefits

Volunteer time (40 hours)

Paid parental leave

Certification reimbursements

Job summary

Courser, a growth-focused IT services partner in the United States, is seeking a Revenue Operations Specialist to optimize processes, systems, and data that drive revenue growth. You will collaborate with sales, marketing, finance and customer success to improve efficiency and reporting.

You will implement and refine tools, analyze large data sets, and support revenue strategies, reporting to a Revenue Operations Manager. Experience with CRM systems and analytics is required.

Qualifications

• Bachelor’s degree in business, finance, data analytics, or related field required.
• 3+ years in revenue operations, sales operations, marketing operations, or similar roles.
• Proficient in CRM systems (Salesforce, HubSpot) and analytics tools (Excel, BI).
• Strong data analysis skills with large data sets experience.

Responsibilities

• CRM Monitoring and Data Quality: ensure data accuracy and consistency, audit data hygiene.
• Quota, Territory, and Coverage Administration: support assignments and leadership decisions.
• Sales Compensation and Finance Partnership: administer commissions and reconciliations.
• Reporting, Analytics, and Forecasting: prepare weekly, monthly, quarterly reports and forecasts.
• AI and Automation: leverage AI/tools to streamline reporting and data management.

Skills

CRM proficiency (Salesforce, HubSpot)

Data analysis

Analytics tools (Excel, BI)

Cross-functional collaboration

Sales operations knowledge

Education

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

Tools

Salesforce

HubSpot

Excel

BI software

Job description

• Job Category Corporate Sales, Sales Operations, Revenue Operations
• Employee Type FT Salaried Exempt
• Travel 10%

Description

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.

• Competitive benefits package, including medical, dental, vision, and life insurance
• 401(k) company match
• Flexible vacation time*
• 10 Holidays including your Birthday and a Floating Holiday!
• 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

• 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.