Revenue Operations Specialist

Courser • Greenville, SC

4d

About The Position

The Revenue Operations Specialist supports and optimizes the processes, systems, and data that drive revenue growth. Working closely with sales, marketing, finance, and customer success teams, the role promotes operational efficiency, data accuracy, and cross-departmental alignment. Reporting to a Revenue Operations Manager or Director, the Specialist implements and refines tools, analyzes data, and supports revenue strategies.

The position maintains CRM and revenue-system data quality; administers territory, quota, and sales compensation processes; prepares reporting and forecasting materials; and identifies opportunities to use AI and automation to streamline recurring work while preserving accuracy and review controls. It is a largely sedentary role involving regular computer and office-equipment use, communication with clients and colleagues, and occasional lifting or moving of up to 10 pounds.

Requirements

• Bachelor’s degree in business, finance, data analytics, or a related field.
• At least 3 years of experience in revenue operations, sales operations, marketing operations, or a similar role focused on revenue processes and data analysis.
• Proficiency in CRM systems such as Salesforce or HubSpot and analytics tools such as Excel or BI software.
• Strong data analysis skills and experience managing and interpreting large data sets.
• Solid understanding of sales and marketing processes and best practices.
• High attention to detail and accuracy in data management.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Problem-solving mindset and a proactive approach to improving revenue operations.

Nice To Haves

• Familiarity with revenue attribution, pipeline management, and forecasting techniques.

Responsibilities

• Maintain data quality, accuracy, and consistency across CRM and revenue systems.
• Conduct audits and data hygiene activities for product catalog, opportunity, territory, quota, and pipeline data.
• Identify data quality issues in HubSpot and ConnectWise PSA and recommend improvements to reporting accuracy and user adoption.
• Maintain territory and quota assignments, including setup for new hires, role changes, and organizational realignments.
• Analyze territory coverage, account assignments, and resource allocation to support leadership decisions.
• Ensure systems reflect approved territory assignments and quota structures.
• Administer monthly sales commission calculations and payouts.
• Partner with Finance to calculate, administer, and reconcile sales commission accruals.
• Validate commission source data, investigate inquiries, resolve discrepancies, and support compensation-plan documentation and process controls.
• Prepare and distribute weekly, monthly, and quarterly sales reporting and forecasting packages.
• Monitor sales, pipeline, bookings, and revenue metrics and highlight trends, risks, and opportunities.
• Assist with forecasting, sales performance analysis, and ad hoc reporting.
• Use AI and automation tools to streamline reporting, improve data management, and reduce repetitive administrative tasks.
• Identify opportunities to automate recurring processes while maintaining data accuracy and appropriate review controls.

Benefits

• Medical, dental, vision, and life insurance
• 401(k) company match
• Flexible vacation time after one full year of employment; full-time team members receive 10 vacation days during their first year
• Paid sick time
• 10 holidays, including the employee’s birthday and a floating holiday
• Healthy Lifestyle reimbursement
• Membership subsidy
• 40 hours for volunteer time
• Paid parental leave
• Reimbursement for ongoing certifications
• Best-in-class training and mentorship
• Clear self-promotion paths

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level