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Concord is a leading loan-servicing company with more than three decades of experience delivering high-quality solutions for originators, lenders, and capital providers across consumer and commercial markets.
We exist to deliver exceptional servicing outcomes for our clients and borrowers by combining deep domain expertise, robust technology platforms, and a steadfast focus on compliance, risk management, and client service. With this expanded platform, we aim to be the go-to partner across the credit lifecycle for both consumer-finance and commercial/lease portfolios.
This is a Revenue Operations Generalist role supporting the full go-to-market engine across Sales, Marketing, and Customer Success. You'll operate as a utility player across systems, process, data, and execution, owning whatever is needed to improve pipeline generation, sales execution, and revenue outcomes. A meaningful portion of your time will be spent on foundational work such as CRM data cleanup, list building, data entry, QA, and ad hoc GTM support, as this is critical to ensuring the accuracy, consistency, and scalability of the revenue engine.
While some projects will involve building processes, systems, and automation, most of the impact comes from rolling up your sleeves to ensure underlying data and workflows are reliable and well-executed. This role is best suited for someone comfortable operating across both strategy and execution — someone who takes pride in getting the details right, moves quickly to solve problems, and is motivated by building a deep understanding of how a high-performing revenue organization operates.
GTM Operations & Execution
Support day-to-day execution of the revenue engine across Sales, Marketing, and Customer Success
Jump into high-priority initiatives across pipeline generation, deal execution, and post-sale workflows
Partner with RevOps and Sales leadership to drive key initiatives and close operational gaps
Take ownership of ad hoc projects that improve GTM performance
Execute foundational operational work (e.g., list building, data enrichment, campaign support, CRM updates) to support pipeline generation and sales execution
CRM & Systems Management
Maintain and improve CRM (HubSpot/Salesforce) to support pipeline visibility and execution
Build and manage workflows, automations, fields, and pipeline structures
Ensure data is clean, structured, and usable for both reporting and day-to-day operations
Perform ongoing data hygiene, including deduplication, normalization, and QA across accounts, contacts, and deals
Troubleshoot system issues and support GTM teams in real time
Assist in evaluating, implementing, and integrating new tools into the GTM stack
Process Design & Optimization
Design, document, and improve core GTM processes (lead routing, BDR → Sales handoff, deal stages, forecasting, etc.)
Standardize workflows to ensure consistency and scalability across teams
Identify bottlenecks in the funnel and implement solutions to improve conversion and efficiency
Translate business needs into practical, executable processes that can be consistently followed by the team
Help enforce process adherence across the organization
Reporting & Insights
Support reporting and dashboarding needs across pipeline, conversion, and revenue performance
Pull and analyze data to answer business questions and support decision-making
Ensure leadership has visibility into key GTM metrics
Validate and QA data to ensure reporting accuracy and consistency across systems
GTM Enablement & Support
Support rollout of new processes, tools, and playbooks across the revenue organization
Create and maintain documentation, templates, and internal resources
Act as a support layer for reps and managers, helping unblock issues quickly
Reduce manual work for GTM teams through automation and better system design
Improve rep productivity by reducing manual work through better workflows, automation, and system design
Cross-Functional Collaboration
Work closely with Sales, Marketing, Client Ops, Finance, and Technology teams
Ensure alignment on definitions, processes, and data across teams
Act as a central coordination point for GTM-related initiatives
Bridge strategy and execution by ensuring cross-functional initiatives are actually implemented and operationalized
1-3 years of experience in Revenue Operations, Sales Ops, Business Operations, or a similar role
Experience working with CRM systems (HubSpot or Salesforce)
Solid Excel/Google Sheets skills; SQL is a plus but not required
High level of accountability and low ego — focused on getting the work done, regardless of scope
Comfortable operating at multiple levels — from high-level problem solving to detailed, execution-oriented work (e.g., data cleanup, QA, CRM updates)
Willingness to take on a wide range of responsibilities, including foundational operational work required to support the revenue organization
Comfortable managing multiple priorities and shifting between projects quickly
Demonstrated ability to take ownership and execute in ambiguous, fast-moving environments
Strong organizational and problem-solving skills
Strong attention to detail and data hygiene practices
Strong written and verbal communication skills
Systems-oriented mindset, with an interest in how tools, process, and data interact across the revenue lifecycle
Grocery Vouchers
Internet Bonus
Medical Insurance
Life Insurance
Dental Insurance
Law Benefits
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Concord Servicing is a Scottsdale, AZ-based credit administration and loan servicing company with 35+ years of experience. They provide end-to-end loan and lease servicing for originators, lenders, and investors in solar, home improvement, vacation ownership, equipment finance, and capital markets.
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