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Revenue Operations Coordinator

Revenue Operations Coordinator

CompanySmithRx
LocationPlano, TX, USA, Lehi, UT, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior, Mid Level

Requirements

  • 2+ years of experience using Salesforce for reporting purposes
  • 2+ years of experience working in an Operations role
  • High school diploma or equivalent
  • Strong understanding of Salesforce and its core functionality
  • Excellent data analysis and problem-solving skills
  • Ability to work collaboratively with cross-functional teams
  • Attention to detail and a proven track record of delivering high-quality work
  • Familiarity with process documentation and standard operating procedures
  • Proactive mindset and a willingness to take on a variety of tasks
  • Experience with process automation and efficiency improvements
  • Exceptional attention to detail and organizational skills
  • Excellent verbal and written communication abilities
  • Proficient in Microsoft Excel, Google Sheets, and other data analysis tools
  • Comfortable working with highly manual and detailed processes
  • Proven expertise in Salesforce, including testing, troubleshooting, and validating changes
  • Ability to dive deep into complex processes, ask insightful questions, and understand technical details
  • Demonstrated accuracy and precision when executing repetitive tasks
  • Adaptable and flexible mindset, with a willingness to take on a variety of responsibilities

Responsibilities

  • Support Revenue Operations team with Salesforce project implementations
  • Review and validate Salesforce data for alignment and adherence as it relates to key RevOps functions
  • Conduct regular analysis of Salesforce reports to identify and resolve data discrepancies, escalating issues to the RevOps team as needed
  • Execute data cleanup and alignment projects in Salesforce, ensuring seamless implementation
  • Maintain and develop documentation and standard operating procedures, as needed, for critical RevOps processes
  • Collaborate heavily with the Business Systems team to dive deep into technical details of ongoing Revenue Operations projects within Salesforce, including thorough pressure testing of updates before they go live
  • Identify dependencies and anticipate the downstream impacts of RevOps process updates and surface to RevOps team
  • Execute repetitive, detailed tasks with a high degree of accuracy and precision
  • Identify opportunities for process automation and efficiency improvements
  • Assist with contract-related operational processes
  • Provide general operational support and contribute to special projects as needed

Preferred Qualifications

  • Experience with contract-related operational processes
  • Familiarity with project management tools like Jira and DocuSign
  • Background on a Revenue Operations or Sales Operations team
  • Knowledge of data visualization and reporting tools like Looker
  • Experience creating detailed documentation and standard operating procedures
  • Strong problem-solving and process improvement skills