Revenue Insights Coordinator

Levitate•Raleigh, NC

About The Position

Levitate is seeking a Revenue Insights Coordinator, an opportunity suited to a recent graduate who wants firsthand insight into a sales organization. The role maintains CRM accuracy, curates and uploads prospect lists, runs recurring reports, and responds to data requests from sales leadership and representatives. Work involves an AI assistant, spreadsheets, and the CRM; programming is not required, but the coordinator should be comfortable using AI to clean files, check lists, or run prepared scripts and carefully verifying the results. The position reports to the Sales Analytics lead and works day to day with sales managers, representatives, and marketing.

Requirements

A recently completed or current-year bachelor's degree in business, economics, statistics, information systems, or a related field.
Comfort using spreadsheets, including XLOOKUP or VLOOKUP, pivot tables, sorting, and filtering.
Strong attention to detail and care when changing records that others rely on.
Curiosity about AI tools and a habit of verifying their output.
Clear written communication, including confirming when requests are completed.
Ability to juggle several small requests and identify which are urgent.
Strong integrity and ethics, including trustworthiness when handling sensitive or confidential data.

Nice To Haves

Experience with a CRM such as HubSpot or Salesforce.
Some exposure to Python, SQL, or GitHub, including through coursework.
An internship in sales, marketing, or operations.
Practical experience using AI tools for school or work projects beyond asking chatbot questions.

Responsibilities

Maintain accurate customer and prospect data, including merging duplicate company and contact records and correcting addresses, phone numbers, and time zones.
Create requested prospect records after checking for existing records, process data-update requests the same day, and help sales representatives troubleshoot record issues in the CRM.
Build and load lead lists by using AI to screen companies, check websites, and fill missing details; manually spot-check samples, prepare import files, load records, and log additions.
Run weekly and monthly reports and data jobs using prepared scripts and spreadsheets, including counting available leads, flagging at-risk customers, and closing out stale pipeline records.
Review report outputs, resolve exceptions that scripts cannot handle, update shared tracking sheets, and compare results with dashboards to flag discrepancies.
Fulfill ad hoc requests by pulling lists, setting up sales campaigns, and responding to sales representatives’ questions about missing data or CRM technical issues.
Monitor key sales metrics and raise unusual findings.
Document task procedures so work can be repeated and automated.

Benefits

Daily catered lunches from locally owned restaurants and diverse snack offerings.
Employee-led groups, including run club, disc golf club, and book club.
Opportunities to volunteer with and contribute to local organizations.
Flexible PTO.
Paid parental leave.
Healthy lifestyle reimbursement.
401(k) matching.
HSA/FSA.
Dental coverage.
Vision coverage.
Mental health coverage.