Revenue Operations Associate

Koalafi•Richmond, VA

About The Position

The Revenue Operations Associate is responsible for supporting the sales team’s daily operations and will be responsible for the coordination for various merchant platform enablement. This person plays a critical role in connecting Sales, Marketing, Operations, and external integration partners through streamlining processes and the enablement of various integration platforms. The ideal candidate is detail-oriented, proactive, and thrives in a collaborative, fast-paced environment.

Requirements

2+ years of experience in Sales Support, Sales Operations, or high volume inside sales coordinator role.
Proficiency with a CRM tool and Microsoft Office.
Growth minded; you thrive in a scaling, challenge-embracing culture.
Clear written and verbal communication skills; you “set expectations and deliver.”
Strong organizational skills with the ability to prioritize multiple deadlines.

Nice To Haves

Experience working with technical or integration partners in a customer-facing or liaison role.
Background in financial services, fintech, SaaS, or retail environment.
SalesForce Certifications

Responsibilities

Serve as the first point of contact for the sales team regarding technical needs, tools, events, and collateral.
Manage and update CRM system (Salesforce) and internal systems to ensure accurate merchant and sales data.
Maintain and update documentation on external and internal platforms, product features and standard operating procedures to ensure the sales team is equipped for success.
Act as the project coordinator between merchants seeking an integration, Koalafi’s technical teams and external integration partners.
Facilitate communication with external integration partners, merchants and sales representatives ensuring smooth hand-offs, status updates and accuracy and timely delivery of API keys or documentation.
Schedule meetings, follow up on action items, and ensure deadlines are met.
Identify areas to streamline processes and recommend improvements.