Revenue Operations Coordinator, Process & Enablement at UpKeep Full Time

Essential Functions and Responsibilities

• Act as the primary point of contact for the Sales and Customer Success teams, addressing their reporting, process, and onboarding needs.
• Collaborate closely with Revenue Operations leadership to enhance Sales and Customer Success enablement, ensure process alignment, and meet daily business demands.
• Oversee the provisioning and ongoing maintenance of tools within the GTM technology stack.
• Partner with Revenue Operations leadership on strategic projects aimed at boosting efficiency and enhancing performance in Sales and Customer Success.
• Lead comprehensive training sessions to promote system adoption and enhance digital literacy across the organization.
• Manage and coordinate Sales Bootcamp trainings for newly onboarded hires.
• Proactively monitor and maintain data quality and hygiene through systematic efforts and delegated tasks.
• Engage in cross-functional projects to advance business objectives and drive organizational efficiency.
• Manage the triage of the Revenue Operations case queue, prioritizing and delegating inbound support requests from internal stakeholders effectively.
• Assist in the organization and execution of Sales & Customer Success incentive events, including creating presentations, managing prize distributions, and handling event reporting.

Experience

• Bachelor’s degree in a business-related or technical-related field.
• Minimum 1-2 years of experience in a Revenue Operations or Sales Operations role within a technology-driven business environment.
• Proficient in data manipulation in Google Sheets/Excel.
• Advanced proficiency in Salesforce reporting and dashboard creation.
• Proficiency in commonly used Sales tools preferred.
• Certification as a Salesforce.com Administrator (ADM-201) is not required but is considered a plus.

Knowledge

• Exceptional communication skills with the ability to engage with technical and non-technical stakeholders.
• Comprehensive understanding of Sales and Customer Success processes.
• Effective time management and the ability to handle multiple competing priorities in a fast-paced environment.
• Proven ability to utilize Salesforce reporting and dashboards to compile key metrics and data points.

DESIRED BEHAVIORS

• Receptive to change – is flexible. Seeks and adopts improved approaches and processes.
• Initiates action – is results-oriented, takes responsibility for actions and outcomes. Meets commitments and strives for high performance.
• Manages the workload – makes timely decisions, prioritizes effectively, solves problems, monitors results, and takes remedial action where necessary.
• Technically proficient – able to apply the technical knowledge and skills required in the job role and responsibilities in order to achieve the expected outputs.
• Takes responsibility for own learning – knows personal strengths, recognizes development needs, and takes action to improve. Is open to feedback and always seeks to learn.
• Communicates ideas – respectfully exchange information and proposes a way forward. Listen to views of colleagues and take in diverse perspectives.
• Works collaboratively – shares knowledge and information, fosters teamwork and contributes to a positive work environment where people want to come to work.
• Display ethical character and competence – acts with integrity and intent, is accountable for own actions, behaves according to the company values.
• Act as a good citizen of UpKeep.

Compensation

• This role will receive a competitive base salary + benefits + equity.
• The pay range for this role is: $70,000 – $75,000 USD per year.