Revenue Insights Coordinator

Levitate•Raleigh, NC

17h

About The Position

Levitate is seeking a recent graduate to support its sales organization by maintaining CRM accuracy, preparing prospect lists, running recurring reports, and responding to data requests from sales leadership and representatives. The role uses AI tools alongside spreadsheets and the CRM; programming is not required, but the coordinator must be comfortable asking 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. The coordinator maintains customer and prospect records, processes data updates, helps resolve CRM record issues, and creates new prospect records after checking for duplicates. The role also screens, verifies, prepares, imports, and logs lead lists; runs prepared scripts and spreadsheets for recurring data jobs; reviews and reconciles outputs against dashboards; handles ad hoc sales requests; monitors sales metrics; and documents processes so work can be repeated and automated.

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 a habit of double-checking changes to records others rely on.
Curiosity about AI tools and a habit of verifying their output.
Clear written communication, including confirming when requests are complete.
Ability to juggle several small requests and identify which is urgent.
Strong integrity and ethics when working with 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 a chatbot questions.

Responsibilities

Find and merge duplicate company and contact records and correct inaccurate details, including addresses, phone numbers, and time zones.
Create prospect records requested by sales representatives after checking that the records do not already exist.
Process data update requests on the day they arrive and help representatives resolve records that appear incorrect or are not visible where expected.
Use AI to screen lead lists for company fit, verify websites, and fill in missing details such as owner names or phone numbers.
Manually spot-check lead-list samples, prepare clean import files, upload them, and record what was added.
Run prepared scripts and spreadsheets weekly and monthly to count available leads, flag at-risk customers, and close out stale pipeline records.
Review recurring job output, determine exceptions that scripts cannot resolve, and update shared tracking sheets.
Compare results against dashboards and flag discrepancies.
Pull lists, set up sales campaigns, and respond to ad hoc questions from sales representatives about missing data or CRM technical glitches.
Monitor key sales metrics and raise unusual findings.
Document how tasks are completed so the processes can be repeated and automated.

Benefits

Daily catered lunches from locally owned restaurants and diverse snack offerings.
Employee-led interest 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.