In July 2022, Trackforce Valiant + TrackTik combined to form the world's largest physical security workforce management SaaS company. Our technology provides physical security companies and corporations that employ guards with a single platform to manage their security workforce. We help improve response times, reduce administrative burdens, and lower costs.

Today, Trackforce Valiant + TrackTik serves 3,000+ clients in over 45 countries. We have over 350 employees with offices in Montreal, San Diego, Paris, and London. However, we embrace being remote-first!

The Revenue Operations Coordinator is responsible for ensuring a timely and accurate review of customer contracts, helping to maintain the CRM Database, aiding in the process of onboarding new clients, and assisting in various operational tasks that aim to support mainly the Sales, Client Success, and Accounting teams.

Core Responsibilities

Contract Review

Review and validate client order forms (contracts) before they are sent out for signature for completeness and accuracy
Provide feedback and support to the CS and Sales teams for applying the appropriate corrections
Audit upsells, downsells, and churns within CRM software to ensure all has been processed properly
Add all contract-related documents to the Client Vaults, ensure all documents are uploaded to the correct system of records

CRM Database maintenance

Routing leads from marketing to sales reps and assigning them to the correct accounts
Cleanup of contact information and products purchased per contract, client lifecycle stage, and addresses
Aid CSMs with employee count validation in CRM (Client Segments) on a recurring basis

New client onboarding

Process free token orders
Follow up on T&I Assignments and professional services ticket status
Assist the Accountant in creating customer portals, when needed
Export contracts from Salesforce to Client Vault
Coordinate with T&I to validate that all T&I documentation is uploaded to the correct systems of record
Assist sales reps with Token Orders and Marketing Packages

Revenue Operations tasks

Route/cleanup of leads that come from events/tradeshows uploaded by marketing
Processing Cancellation letters and churns
Aid the Sales team in search for new leads that are not yet in our CRM
Aid in the creation of Playlists through Chorus
Revenue Credit Card Reconciliation
Provide sales and administrative support and coordinate sales team activities by managing schedules, collecting, organizing, and communicating relevant information or programs
Cleanup and maintenance of Salesforce records
Supporting Marketing for ordering gifts for prospects
Audit upsells, downsells, and churns within CRM software to ensure all have been processed properly at the high-level processes (making sure there is an upsell form or change request form for each upsell)
Follow up on VCSM account assignment tasks
Webinar follow-ups
Review and validate client order forms (contracts) before they are sent out for signature for completeness and accuracy, match them up to equivalent Salesforce Opportunity
Provide feedback and support to the CS teams for applying the appropriate corrections
Ensure all documents are uploaded to the correct system of records by CS (order forms, cancellation forms, beta agreements, dpa, etc..)
Cleanup of contact information and products purchased per contract, client lifecycle stage, and addresses
Assist with various Revenue Operations Initiatives

Metrics

Accuracy of Order Forms submitted to accounting
Completion of assigned tasks on time and as expected

Required Qualifications

Salesforce experience, with certification a nice-to-have
DealHub experience is an asset
At least 2-4 years in Revenue Operations or Sales Operations
Tech-savvy
Excellent English written, verbal, and interpersonal communication skills with French a plus
Previous experience in a SaaS company is an asset

Working at TrackForce Valiant TrackTik

We offer a flexible, and fully remote environment so that you can harmonize your personal life with the fantastic work you will do here. Our team is highly focused on delivering value for our customers. Our recent merger has enabled us to become the true market leader in the security workforce management software space.

The values we live by:

Foster Curiosity
Lead with empathy
Take Ownership and be accountable
Empower diversity
Be True and act with Integrity

Research shows that women and other underrepresented groups apply only if they meet 100% of the criteria of a job posting. If you have passion and drive and do not meet all of the above, we encourage you to apply!

TrackTik & Trackforce Valiant are proud champions of diversity, equity, belonging, and inclusion. We have a zero-tolerance policy for any form of discrimination against people in protected classes or based on prohibited grounds. All qualified applicants will receive fair consideration for employment in compliance with the applicable employment and human rights legislation.

Trackforce Valiant + TrackTik

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Revenue Operations Coordinator