Revenue Operations Specialist

Coterie

3d • $60,000 - $75,000 • Remote

About The Position

The Revenue Operations Specialist is a highly organized, detail-oriented utility player who supports the execution of Revenue Operations initiatives across Marketing, Sales, Distribution, and Operations. This role serves as a key connector across teams, helping ensure priorities move forward, processes are followed, communication stays aligned, and operational work is executed efficiently.

This individual will help manage the RevOps portfolio of work, support cross-functional initiatives, maintain documentation and operating procedures, coordinate projects and events, and serve as a trusted partner to RevOps leadership.

This role is ideal for someone who enjoys variety, takes initiative, thrives in a fast-paced environment, and can move seamlessly between process improvement, project coordination, operational execution, and stakeholder management.

Requirements

• Bachelor’s degree in business, Insurance, Marketing, or related field preferred.
• 2–5 years of experience in Revenue Operations, Sales Operations, Marketing Operations, Business Operations, Project Coordination, or a related field
• Strong organizational and project management skills
• Excellent written and verbal communication skills
• Ability to manage multiple priorities simultaneously
• Experience documenting processes and creating SOPs
• High attention to detail and strong follow-through
• Self-starter who takes initiative and ownership

Nice To Haves

• Experience in insurance, MGA, distribution, agency, or financial services environments
• Familiarity with Salesforce and other revenue technology platforms
• Experience with Confluence, Jira, project management, or collaboration tools
• Exposure to both Sales and Marketing functions
• Understanding of lead management, onboarding, customer lifecycle, and revenue processes

Responsibilities

• Support the execution of strategic Revenue Operations initiatives across Sales, Marketing, Distribution, and Agency Operations
• Coordinate cross-functional projects and ensure deliverables stay on track
• Assist with RevOps intake, prioritization, and work management processes
• Help identify operational inefficiencies and recommend and implement improvements
• Support RevOps leadership in managing the broader portfolio of initiatives and priorities
• Track project milestones, dependencies, risks, and action items
• Coordinate meetings, follow-ups, and stakeholder communication
• Help ensure accountability and execution across teams
• Deliver a high-quality service experience for internal stakeholders
• Demonstrate urgency, professionalism, accountability, and follow-through
• Support retention and revenue growth by ensuring a smooth operating experience
• Be the go-to operational partner for the Revenue team.
• Provide efficient operational support to improving Revenue team productivity
• Coordinate Revenue go-to-market readiness activities for new products, technology enhancements, campaigns, and operational initiatives.
• Partner with Marketing, Distribution, Product, Technology, Customer Care, and other stakeholders to ensure launch readiness across the Revenue organization.
• Coordinate readiness plans, communications, documentation, training, and stakeholder alignment.
• Identify launch risks, dependencies, and readiness gaps and escalate as appropriate.
• Serve as the operational point of coordination between the Revenue organization and cross-functional teams, ensuring information flows effectively, dependencies are resolved, and work moves forward.
• Assist with trade shows, conferences, leadership meetings, and team events
• Coordinate logistics, materials, communications, and follow-up activities
• Support agent communication initiatives and operational campaigns
• Support the administration and optimization of core business systems including CRM and marketing platforms
• Assist with testing, workflow validation, user adoption, and operational process improvements
• Partner with systems and operations team members to ensure technology supports business objectives

Benefits

• 100% remote
• Health insurance through Aetna (we pay 100% of premiums)
• Dental and vision insurance through Guardian (we pay 100% of premiums)
• Basic life insurance (we pay 100% of premiums)
• Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
• 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
• Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
• 12 company-paid holidays each year
• Continuing education annual stipend

What This Job Offers

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