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…