Revenue Ops Specialist: Data, Forecasting & Automation

Palmetto Technology Group (PTG); Greenville (SC); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) company match

Flexible vacation time

Paid sick time

Birthday and floating holidays

Job summary

Courser is seeking a Revenue Operations Specialist to optimize data, systems, and processes that drive revenue growth. You will collaborate with sales, marketing, finance, and customer success to ensure data accuracy and reporting reliability.

Reporting to a Revenue Operations Manager or Director, you will implement tools, analyze data, and support revenue strategies while leveraging AI and automation to reduce repetitive tasks.

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

Responsibilities

• Maintain data quality across CRM and revenue systems.
• Audit data hygiene for catalog, opportunity, territory, quota and pipeline.
• Identify data quality issues in HubSpot and ConnectWise PSA and recommend improvements.
• Maintain territory and quota assignments and support related analyses.
• Administer monthly sales commissions and coordinate with Finance on accruals.
• Prepare weekly, monthly, and quarterly sales reporting and forecasting packages for leadership.
• Explore AI and automation to streamline reporting and data tasks.

Skills

Data analysis

Independent work

Attention to detail

Cross-functional collaboration

Education

Bachelor’s degree in business/finance/data analytics

Tools

Salesforce

HubSpot

Excel

BI software

Job description

Courser is seeking a Revenue Operations Specialist to optimize data, systems, and processes that drive revenue growth. You will collaborate with sales, marketing, finance, and customer success to ensure data accuracy and reporting reliability.

Reporting to a Revenue Operations Manager or Director, you will implement tools, analyze data, and support revenue strategies while leveraging AI and automation to reduce repetitive tasks.