RevOps Coordinator

Role Overview

• Own the full lifecycle of promotional codes in Salesforce — from creation to retirement, ensuring every code is applied within approved parameters, audited regularly, and never becomes a source of revenue leakage.
• Keep standard pricebooks in Fullbay accurate and current, incorporating product updates, new SKUs, and pricing tier changes so that every quote and order reflects approved rates.
• Coordinate and execute the downsell workflow from initiation to system update: validate eligibility, obtain required approvals, update subscription records, and confirm downstream systems reflect the change.
• Maintain a clean audit trail.
• Maintain data integrity across CRM and billing systems by running regular reconciliation checks on subscription records, product configurations, and account data — catching and resolving discrepancies before they surface in reporting or invoicing.
• Build and manage custom pricebooks for non-standard commercial agreements.
• Track ramping schedules (multi-year escalators, usage-based tiers, step-up pricing) and ensure each stage is executed on time and recorded accurately.
• Process new customer orders accurately and on time, reviewing each deal for completeness, flagging missing data early, and partnering with Sales to resolve issues before close — enabling a clean handoff from closed-won to onboarding.
• Follow and help improve Deal Desk SOPs.
• Escalate non-standard deals requiring RevOps or Finance approval.
• Maintain documentation standards and contribute to a scalable, low-friction deal process.

Requirements

• 2+ years of experience in operations, preferably within Marketing, Sales, or Client Services.
• Experience identifying process gaps and contributing to SOP improvements in a structured operational environment.
• Experience with performance metrics, data analysis, and reporting.
• Familiarity with CRM, marketing automation, and project management tools.
• Experience working in a SaaS or tech-driven environment.