Revenue Operations Coordinator

This is a fully remote position, open to applicants in California.

📋 Description

• Ensure the integrity, accuracy, and overall functionality of the HubSpot CRM system.

• Oversee and audit contacts, companies, deals, activities, and pipeline stages to maintain data consistency and completeness.

• Detect and rectify duplicate, outdated, incomplete, or inactive records.

• Assist in the development and upkeep of HubSpot workflows, automations, reporting, dashboards, and sales sequences.

• Advocate for CRM best practices and the uniform adoption of sales processes throughout the organization.

• Create, manage, and enhance SDR outreach sequences, follow-up cadences, and lead nurturing workflows within HubSpot.

• Aid outbound prospecting efforts through account research, list creation, and database organization.

• Import, segment, and manage prospect and customer data to ensure effective targeting and engagement.

• Support SDRs and sales representatives in maintaining accurate activity tracking and pipeline visibility.

• Monitor inactive or stalled opportunities and proactively escalate risks as necessary.

• Assist with tracking recurring revenue, renewals, and customer retention.

• Maintain visibility into active sales opportunities, contract milestones, and follow-up requirements.

• Prepare and distribute regular sales, pipeline, and operational reports for leadership.

• Identify gaps in processes, missed follow-up activities, and areas for enhancing sales execution.

• Facilitate pipeline management, ensuring accurate forecasting and reporting.

• Develop and maintain sales dashboards, performance metrics, and operational reporting tools.

• Fulfill reporting requests related to sales activity, pipeline performance, renewals, and revenue operations.

• Collaborate with Sales, Marketing, Operations, and Leadership teams to support business goals.

• Ensure alignment between CRM data, sales activities, and revenue growth objectives through consistent reporting and process adherence.

⛳️ Requirements

• Proven hands-on experience in administering and optimizing HubSpot CRM.

• Strong understanding of CRM data management, hygiene, and operational best practices.

• Experience in building and managing workflows, sequences, automations, dashboards, and reporting within HubSpot.

• Advanced proficiency in spreadsheets, data analysis, and reporting.

• Exceptional organizational skills with a keen attention to detail and follow-through.

• Excellent written and verbal communication skills in English.

• Ability to work independently, prioritize tasks, and excel in a remote work setting.

• Demonstrated accountability, accuracy, and commitment to operational excellence.

• HubSpot certifications are highly preferred.

• Experience supporting Sales Development Representatives (SDRs), Inside Sales, or Business Development teams.

• Background in telecommunications, VoIP, UCaaS, Managed Services (MSP), SaaS, or other recurring revenue business models.

• Familiarity with Revenue Operations (RevOps) and Sales Operations processes and best practices.

• Experience in designing and managing outbound sales sequences, prospecting workflows, and CRM automation.

• Experience supporting U.S.-based sales organizations and distributed sales teams.

• Working knowledge of structured sales methodologies such as BANT, MEDDIC, MEDDPICC, Challenger, or similar qualification frameworks.

• Understanding of pipeline management, opportunity progression, forecasting, and sales process discipline.

• Experience in supporting outbound prospecting initiatives, SDR activity management, and follow-up processes.

• Ability to identify opportunities for process improvement and drive CRM adoption and sales effectiveness.

• Strong analytical mindset with the ability to convert sales data into actionable insights and recommendations.

🏝️ Benefits

• Employees can work remotely.