Revenue Operations Coordinator

Key Responsibilities:

Deal Qualification & Intake

• Serve as the first point of triage for all new opportunities, coordinating with Sales, Engineering, Operations, and executive leadership.
• Develop and maintain standardized qualification criteria and intake checklists to support consistent go/no-go decisions.
• Flag opportunities requiring additional scoping, specialized resources, or non‑standard terms before they advance in the pipeline.
• Verify deal fit, including geographic alignment, system compatibility, and margin considerations.

Deal Desk Management

• Own and manage the end‑to‑end deal desk process from opportunity creation through contract execution.
• Track and manage pricing approvals, discount requests, exception handling, and internal sign‑off requirements.
• Maintain deal desk documentation including escalation paths, approval workflows, and exception logs.
• Partner with Finance to validate deal economics, margin analysis, and billing alignment.
• Ensure CRM data integrity, including accurate stage progression, close dates, and deal details.

Pipeline Tracking & Contract Coordination

• Monitor all active opportunities and maintain real‑time visibility into pipeline status, blockers, and close timelines.
• Track contract workflows with Legal, including redline progress, negotiation items, and projected execution timelines.
• Escalate stalled deals and coordinate cross‑functional resolution.
• Maintain a detailed deal log of milestones, decisions, and stakeholder actions.
• Coordinate with Legal on documentation needs including NDAs, MSAs, SOWs, and change orders.

Sales Operations & Timeline Coordination

• Lead weekly pipeline reviews, deal stage checkpoints, and forecast cadence.
• Coordinate proposal timelines, ensuring alignment across Sales, Engineering, Operations, and Legal.
• Support Sales leadership with pipeline analytics, conversion metrics, win/loss analysis, and cycle-time reporting.
• Identify operational bottlenecks and recommend process improvements to accelerate time-to-close.
• Support post‑signature handoff to project management, ensuring complete and accurate transition.

Reporting & Visibility

• Build and maintain dashboards and reports that provide timely visibility into deal progression and revenue forecasts.
• Prepare weekly and monthly pipeline summaries for executive review, highlighting risks and upcoming closes.
• Track and report KPIs such as deal velocity, stage conversion rates, average deal size, and forecast accuracy.
• Maintain historical pipeline data for trend analysis, capacity planning, and strategic initiatives.

Qualifications:

• 3+ years in revenue operations, sales operations, deal desk, or a similar commercial coordination role.
• Proven experience managing complex deal pipelines across multiple teams.
• Strong CRM expertise (HubSpot or similar) with demonstrated data hygiene proficiency.
• Exceptional organization and multitasking capability in a fast-paced environment.
• Excellent written and verbal communication skills for cross-functional coordination.
• High attention to detail with consistent accuracy in reporting and documentation.

Experience

• Experience supporting high-growth organizations with rapidly scaling processes.
• Industry background in automation, construction, facilities, or technical/industrial services.
• Experience using contract management tools or legal workflow systems.
• Demonstrated success in building or maturing a deal desk function.
• Proficiency with Excel, analytics tools, or CRM report-building.

Physical Requirements:

• Sit for extended periods (typically 6-8 hours per day) while performing computer-based tasks such as data entry, invoice processing, and report generation.
• Use hands and fingers to operate standard office equipment, including computers, keyboards, mice, telephones, scanners, printers, and calculators.
• Occasionally stand, walk, bend, stoop, or reach to access filing cabinets, retrieve documents, or attend meetings.
• Lift, carry, push, or pull light objects and materials weighing up to 20-25 pounds (e.g., boxes of files, binders, or office supplies).
• Have sufficient vision (with or without correction) to read computer screens, printed documents, and small print; and sufficient hearing to communicate effectively by phone and in person.
• Work in a typical indoor office environment with moderate noise levels from office equipment, conversations, and occasional interruption