About the Role

We are looking for a detail-obsessed, systems-minded Revenue Operations Coordinator to serve as the operational right hand to our VP of Sales. This is not a box-ticking role. We need someone who understands the entire revenue workflow from end to end — front-end sales cash, payment plans, backend upgrades, and refunds — and can serve as the single source of truth for total revenue reporting across the organization.

The majority of company revenue flows through the sales team as new front-end cash. This person will own that data completely, and will collaborate with Finance and Fulfillment to aggregate backend upgrade revenue and payment plan data into one consolidated, reconciled weekly view. Executives across the company rely on this number — it needs to be right every time.

You will own our sales data pipeline, calendar operations, call auditing, CRM systems coordination, and cross-departmental revenue reporting. You will produce accurate reports on a daily, weekly, biweekly, and monthly cadence, and you will surface insights and flag discrepancies without being asked.

What You’ll Own

Sales Data Tracking & Reporting

Collect daily call outcome submissions from individual closers and consolidate them into the master team tracker with zero data entry errors
Audit all data for formula accuracy, copy/paste integrity, and logical consistency — flagging discrepancies before reports go out
Produce daily, weekly, biweekly, and monthly reports for the VP of Sales and the broader sales team
Track and identify trends week-over-week and month-over-month, proactively sharing observations — not just numbers
Own spreadsheet hygiene: formulas must be correct, references must be locked where appropriate, and data must reconcile across all connected sheets

Revenue Aggregation & Single Source of Truth

Own the consolidation and reporting of all revenue streams across front-end (new sales cash and payment plans) and back-end (upgrade revenue and upgrade payment plans), producing a single reconciled view of total company revenue on a weekly basis
Maintain a centralized revenue master tracker that standardizes inputs from Sales, Fulfillment, and Finance — ensuring all data is complete, up-to-date, and internally consistent
Collaborate with the Fulfillment team to collect accurate upgrade cash and upgrade payment plan data on a regular cadence
Partner with Finance to validate expected vs. actual cash weekly, proactively identifying missed payments, discrepancies, or data inconsistencies — Finance owns cash reconciliation and collections; this role owns the aggregated view
Verify and cross-check revenue data produced by Finance and Fulfillment admin teams — this role is responsible for confirming accuracy, not just compiling inputs
Serve as the go-to resource for any executive-level question on total company revenue, payment plan status, or outstanding receivables visibility

Call Auditing

Listen to recorded sales calls and complete scorecards for closers and setters
Cross-reference CRM notes in GoHighLevel against logged call outcomes to catch discrepancies
Flag patterns in performance data and escalate findings to the VP of Sales

Calendar & Scheduling Support

Maintain an accurate, up-to-date view of confirmed calls and available calendar space for the sales team
Proactively communicate upcoming call volume, cancellations, and open slots to relevant team members via Slack
Ensure the VP of Sales is never caught off guard by scheduling gaps or conflicts

CRM & Systems Coordination

Identify glitches, workflow errors, and data inconsistencies in GoHighLevel and other company software, and coordinate with the ops team to resolve them
Submit support tickets on behalf of the sales department and actively monitor them through to resolution — not just submission
Track the timeliness and correct completion of automated workflows, escalating anything that falls outside expected parameters
Serve as the first line of quality control between the sales team and the ops/tech team — catching software-side issues before they affect reporting or close rates
Maintain a running log of open issues, ticket status, and resolved items so the VP of Sales always has visibility into system health

Cross-Departmental Collaboration

Work closely with the Finance and Fulfillment teams on a weekly basis to collect, verify, and consolidate revenue data into the master tracker
Communicate clearly and professionally across departments — this role is a coordination hub, and its effectiveness depends on reliable cross-team relationships
Ensure all outgoing data summaries are clean, clearly labeled, and reconciled before delivery to any stakeholder

What We’re Looking For

Mindset & Work Style

You understand workflows holistically — not just individual tasks. You know why a task exists and what breaks if it’s done wrong.
You are a self-starter who identifies problems and resolves them before being asked
You take full ownership of your outputs — errors are caught by you, not discovered by others
You communicate proactively, especially when something is off or unclear
You are comfortable with AI tools and actively use them to work smarter
You understand that being the single source of truth is a responsibility, not just a title — you protect the integrity of every number you touch

Technical Skills

Advanced proficiency in Google Sheets and Microsoft Excel — formulas, data validation, cross-sheet references, pivot tables
Ability to audit and QA spreadsheets built by others and identify errors without guidance
Working proficiency in GoHighLevel (or equivalent CRM) for reviewing call logs, contact records, and workflow status
Comfortable working in Slack as a primary communication tool
AI tool literacy: you use AI to increase output quality and speed

Experience

Prior experience supporting a sales team or sales leader in an operational or administrative capacity
Demonstrated track record of producing accurate, consistent data reporting across multiple data sources
Experience aggregating data from multiple departments or systems into a unified report is a strong plus
Experience with call auditing, scorecard completion, or QA processes is a strong plus
Familiarity with sales and revenue metrics: close rate, show rate, call volume, payment plans, upgrade revenue, refunds

Reporting Cadence

This role owns the following recurring deliverables:

Daily	Consolidate closer submissions into master tracker; confirm data integrity; share updated call calendar and confirmed appointments for the next day
Weekly	Full team sales report (call volume, close rate, front-end cash, payment plans); consolidated revenue report aggregating front-end, upgrade, and payment plan data from Finance and Fulfillment; calendar capacity review
Biweekly	Comparative performance summary (current vs. prior period); trend flags for VP of Sales review; reconciliation check on revenue master tracker
Monthly	Full monthly sales performance report for VP of Sales and team distribution; total revenue report across all streams for executive review; cross-departmental data summary

Tools You’ll Use

Google Sheets

Microsoft Excel

GoHighLevel (CRM)

Slack

AI tools (any): Comfort and experience with AI-powered productivity tools is expected and valued.

This Role Is NOT For You If…

You need step-by-step instructions for every task
You treat data entry as mechanical — copying numbers without checking if they make sense
You wait to be told when something is wrong instead of catching it yourself
You’re not comfortable being held to a zero-error standard on reporting
You’re looking for a passive, low-accountability support role
You’re not comfortable working across multiple teams and being the person everyone looks to for the accurate number

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Revenue Operations Coordinator