Revenue Operations Specialist

Courser • Greenville, SC

3d

About The Position

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

The role maintains CRM and revenue-system data quality; administers quotas, territories, coverage, and sales compensation; partners with Finance on commission accruals and reconciliations; and prepares sales reporting, forecasts, and performance analyses. It also uses AI and automation tools to streamline reporting, data management, and recurring administrative work while maintaining accuracy and review controls.

Courser describes a collaborative, fast-paced IT environment and offers training, mentorship, and opportunities for professional growth. The position is largely sedentary and involves regular computer use, communication with clients and colleagues, and occasional lifting or moving of up to 10 pounds. Reasonable accommodations may be made for qualified individuals with disabilities.

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-process optimization 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.
• Audit and perform data hygiene 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 and support quota administration for new hires, role changes, and organizational realignments.
• Analyze territory coverage, account assignments, and resource allocation to support leadership decisions.
• Ensure systems reflect approved assignments and quota structures.
• Administer monthly sales commission calculations and payout processes.
• Coordinate with Finance to calculate, administer, and reconcile sales commission accruals.
• Validate source data, investigate commission inquiries, and resolve discrepancies promptly.
• Assist with compensation plan administration, documentation, and recurring process controls.
• Prepare and distribute weekly, monthly, and quarterly sales reporting and forecasting packages for sales leadership and executive stakeholders.
• Monitor sales, pipeline, bookings, and revenue metrics and highlight trends, risks, and opportunities.
• Assist with forecasting, sales performance analysis, and ad hoc reporting requests.
• 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 insurance
• Dental insurance
• Vision insurance
• 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 paid 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