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JOB DESCRIPTION – Revenue Operations Coordinator
Reports To:
VP of Revenue
Position Summary
The Revenue Operations Coordinator is responsible for orchestrating the sales process and enabling revenue teams to maximize selling time and effectiveness.
This role serves as the operational backbone of the commercial organization by coordinating sales activities, maintaining CRM integrity, managing pipeline administration, facilitating communication across teams, and ensuring opportunities progress efficiently through the revenue process.
The Revenue Operations Coordinator is intentionally designed to reduce administrative burden on selling roles and leadership while improving forecast reliability and execution consistency.
Who We Are
Since 2001, Solutions Metrix has been implementing CRM solutions for companies of all sizes across Canada and North America. Our team of specialists masters a wide range of CRM platforms without being tied to any — we always recommend the solution that best fits each client's needs and objectives.
We are now applying that same philosophy internally. This role is a rare chance to be both a practitioner and a beneficiary — to shape how a CRM-focused company manages its own relationships, pipeline, and growth.
Primary Responsibilities
Sales Process Coordination
Coordinate movement of opportunities through defined sales stages.
Ensure adherence to documented stage entry/exit criteria.
Schedule and facilitate internal deal reviews.
Maintain action logs and follow-up tracking.
CRM Ownership & Revenue Operations Support
Maintain CRM hygiene and data quality standards.
Ensure opportunities, contacts, and activities are updated.
Audit pipeline integrity and forecast inputs.
Generate recurring pipeline and performance reporting.
Opportunity & Proposal Management
Coordinate proposals, SOWs, contracts, and supporting materials.
Track deliverables and deadlines.
Manage approvals and internal routing.
Support conference and event follow-up execution.
Internal Coordination
Coordinate Sales, Marketing, Solutions Engineering, Delivery, and Leadership interactions.
Facilitate meeting scheduling and stakeholder engagement.
Maintain sales playbooks and process documentation.
Drive adoption of automation and AI-enabled workflows.
Pipeline Facilitation
Track deal momentum and identify stalled opportunities.
Surface risks and blockers early.
Coordinate follow-up cadence.
Support forecasting cycles and quarterly planning.
Success Metrics (Illustrative)
Pipeline Effectiveness
Opportunity progression velocity
Forecast accuracy
Pipeline hygiene score
Opportunity aging reduction
Process Excellence
CRM completeness
SLA adherence
Proposal turnaround time
Deal cycle support effectiveness
Productivity
Seller time returned to revenue-generating activity
Administrative workload reduction
Automation adoption
Meeting-to-action completion rate
Key Competencies
Extreme organization
Process discipline
Attention to detail
CRM expertise
Commercial operations
Communication
Project coordination
Systems orientation
Analytical thinking
Ideal Profile
3–7+ years in Sales Operations, Revenue Operations, Sales Support, Project Coordination, CRM Administration, or Consulting Operations
Strong CRM proficiency (especially services/consultative environments)
Comfortable managing multiple stakeholders
High ownership mentality with low ego
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Solutions Metrix is a consulting firm specializing in CRM implementation and adoption, with expertise across platforms like Salesforce, Microsoft Dynamics, and Creatio. With 18+ years of experience, they serve businesses seeking to optimize customer relationship management strategies and digital transformation.
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