Revenue Operations Associate

Compass Working Capital•Boston, MA

3d•Hybrid

About The Position

Supporting the Business Development and Development teams, Compass Working Capital is looking for a detail-oriented and results-driven Revenue Operations Associate to join the team. The Revenue Operations Associate plays a key role in building and sustaining Compass Working Capital’s donor and housing partner pipeline. Reporting to the Director of Business Development & Partnerships, this position requires excellent attention to detail, strong collaboration skills, and a willingness to learn and contribute to project coordination and relationship management. The ideal candidate uses data-driven insights to enhance outreach and expand impact.

Requirements

2-4 years of experience in sales, business development, client engagement, project coordination, fundraising, or nonprofit relationship management, with a proven track record of building and nurturing relationships.
Highly detail-oriented and organized, able to manage multiple projects and priorities efficiently while maintaining a focus on quality and impact.
Exceptional communication and interpersonal skills, capable of establishing rapport quickly and fostering trust with diverse stakeholders.
Proficiency in CRM systems, preferably Salesforce, with strong skills in data entry, management, and reporting to support informed decision-making.

Responsibilities

Assist with partnership pipeline activities by identifying, researching, and vetting prospective partners based on client and coach needs, equity considerations, service capacity, and regional demand.
Evaluate inbound inquiries and leads to prioritize those with the strongest alignment to Compass’s mission and program goals.
Outbound prospecting and initial outreach to high-potential leads, effectively communicating Compass's value proposition to secure introductory meetings for the Business Development Manager.
Build and maintain a comprehensive prospect database targeting strategic regions and time-sensitive opportunities.
Utilize established messaging to clearly communicate the impact and value of Compass’s FSS Link, Direct Services, and commitment to financial empowerment.
Engage prospects with a knowledgeable, empathetic, and relationship-centered approach that builds trust and fosters ongoing collaboration.
Maintain accurate and complete records of client, partner, and prospect interactions and proposals in Salesforce to support data quality, reporting, and relationship management.
Regularly update databases to reflect current engagement status and activities.
Develop detailed prospect and customer profiles, along with tailored materials, to support personalized and mission-aligned outreach.
Support the Business Development Manager with organized data and insights to strengthen engagement strategies.
Take on additional responsibilities as needed to support organizational priorities and growth.
Serve as the primary point of contact for customer support, responding to inquiries through the FSS Link inbox and triaging technical support tickets.
Coordinate meeting scheduling and follow-ups to ensure timely, organized, and respectful communication.
Prepare proposals, agreements, and supporting materials that advance revenue opportunities aligned with organizational goals.
Partner with the marketing team to contribute insights and content for lead-nurturing campaigns focused on community impact and stakeholder engagement.
Track and manage proposal and partnership records in Salesforce to support transparency, accountability, and reporting.
Process and record pledges and gifts, ensuring accuracy and timeliness.
Prepare and send donor acknowledgements in alignment with organizational standards.
Maintain and update donor records to support effective tracking and relationship management.
Assist with data entry, cleanup, and ongoing data integrity efforts in Salesforce.
Generate and support routine and ad hoc reports to inform fundraising activities.
Monitor data quality and flag inconsistencies or issues for resolution.
Support all conference logistics pre-planning, develop event timelines, coordinate speaker bios and support travel logistics planning.
Oversee and track event registration and registration reporting.
Manage inbox and respond to registration inquiries in a timely manner.
Support day-of event logistics - registration, communicating with vendors, and troubleshooting technical or hospitality issues to ensure a seamless attendee experience.

Benefits

Healthcare: medical, dental, vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.
Retirement plan 401(k) & 3% match
Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. Employee must be with the organization for six (6) months to receive up to twelve (12) weeks of full pay from the organization.
Life insurance & disability insurance
Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year, plus the final week of the calendar year off as an organizational-wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.
Flexible Spending Account (FSA)
Dependent Care Flexible Spending Account
Professional development & certification
Pre-tax commuter benefits
Employee Assistance Program (EAP)
Office closed every Friday in August and the final week of calendar year
Equipment: $200 one-time stipend for work from home expenses
Internet Reimbursement: Up to $40 per month for personal internet expenses