Revenue Operations Coordinator

We are seeking a detail-oriented and data-driven Revenue Operations Coordinator to support our Marketing, Sales, and Client Experience teams. This role is critical in ensuring operational alignment between revenue-focused teams, optimizing processes, and driving efficiency across the entire revenue lifecycle. You will play a key role in analyzing data, streamlining workflows, and improving collaboration across teams to ensure that every aspect of the customer journey—from lead generation to client retention—is supported by strong operational processes and actionable insights.

Key Responsibilities

Revenue Process Optimization:
- Analyze and improve workflows across the Marketing, Sales, and Client Experience teams to ensure seamless handoffs and operational efficiency.
- Identify bottlenecks in the revenue funnel and propose solutions to enhance performance and customer satisfaction.
- Design and implement scalable processes that align with company goals and industry best practices.

Data Management and Reporting:
- Oversee the management of CRM and marketing automation tools (e.g., Salesforce, HubSpot, or similar) to ensure clean, accurate, and actionable data.
- Create and maintain dashboards and reports to provide visibility into key performance metrics (e.g., MQLs, SQLs, pipeline health, churn rates, and revenue goals).
- Monitor and analyze data to identify trends, insights, and areas of improvement for revenue-driving processes.

Tech Stack Management:
- Manage and maintain the marketing, sales, and client experience tech stack to ensure integrations, data flow, and tool functionality.
- Evaluate and recommend new tools or systems to support team goals and enhance revenue operations.
- Train team members on the proper use of technology and tools to maximize efficiency.

Cross-Functional Collaboration:
- Act as a central point of coordination between Marketing, Sales, and Client Experience teams to ensure alignment on goals, strategies, and execution.
- Partner with Marketing to improve lead scoring, attribution models, and campaign tracking for better targeting and ROI measurement.
- Collaborate with Sales to streamline pipeline management, forecasting, and deal tracking processes.
- Support Client Experience teams by identifying and improving post-sale processes, including onboarding, renewals, and upsell opportunities.

Revenue Insights and Strategy:
- Provide actionable insights to leadership based on data analysis, ensuring informed decisions about revenue growth strategies.
- Contribute to the development of revenue forecasts, quotas, and department KPIs.
- Support efforts to align and optimize account-based marketing (ABM) and account-based selling strategies.

RFP and RFI Orchestration:
- Coordinate and manage Request for Proposal (RFP) and Request for Information (RFI) processes, ensuring that all necessary resources are aligned and deadlines are met.
- Collaborate with relevant departments to gather information, create compelling responses, and present our offerings effectively to potential clients.

Compliance and Governance:
- Ensure compliance with data privacy regulations (e.g., GDPR, CCPA) and internal data governance policies.
- Maintain accurate documentation of processes and workflows to ensure transparency and consistency.

Qualifications and Skills

Bachelor’s degree in business, Marketing, Analytics, or a related field.
Coordinator Level: 1–3 years of experience in Revenue Operations, Sales Operations, Marketing Operations, or a related role.
Strong understanding of revenue operations frameworks and customer journey optimization.
Experience with CRM platforms (e.g., Salesforce, HubSpot) and marketing automation tools (e.g., Marketo, Pardot, HubSpot).
Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, or similar).
Exceptional organizational and project management skills, with the ability to manage multiple priorities.
Strong communication and collaboration skills to work effectively with cross-functional teams.
Problem-solving mindset with a focus on process improvement and scalability.

What You’ll Gain

The opportunity to play a pivotal role in optimizing revenue-driving processes at an innovative SaaS company in the finance sector.
Hands-on experience with cutting-edge revenue operations tools and strategies.
Collaboration with high-performing teams across Marketing, Sales, and Client Experience departments.
A chance to refine your skills in data-driven decision-making, process improvement, and cross-functional alignment.

Zoot Enterprises, Inc.

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Revenue Operations Coordinator