Customer & Revenue Operations Specialist

About this role

Every company needs supplies and services to operate. From laptops and rental cars to pens and pallets, all companies have procurement needs. That’s where CoreTrust comes in. CoreTrust provides a B2B marketplace that has transformed how companies buy billions of dollars’ worth of supplies and services annually. We’re on a mission to be the one place where buyers and suppliers connect, secure purchasing agreements, transact, and partner to realize savings.

To support our growth, we’re seeking a detail-oriented Revenue Operations Specialist.

In this role, you will serve as a critical operational partner to Sales, sitting at the intersection of Customer Operations, Revenue Operations, and member documentation. You’ll help ensure our members receive timely, accurate, and high-quality support across onboarding, contracts, reporting, and ongoing maintenance.

This role is ideal for someone who is both a strong executor and an emerging operator—someone who can manage complex, detail-oriented work while also identifying opportunities to improve how we work. You’ll be expected to execute with precision while also contributing ideas to improve processes and help us scale through better tools, automation, and documentation over time.

You will support a dedicated sales team end-to-end, acting as a steady, trusted partner in a high-volume environment—prioritizing effectively, navigating competing demands, and maintaining focus on what matters most for our members and the business.

This role blends elements of Customer Operations, Revenue Operations, and documentation/legal workflows—it is not a traditional CRM administration role.

Responsibilities

Member & Sales Support

• Provide end-to-end operational and member support for an assigned sales team across the full member lifecycle, from onboarding through ongoing maintenance

• Act as a primary collaborator across Sales, Legal, Finance, Product, and Member Success to keep work moving forward

Member Documentation & Contracts

• Manage complex membership documentation, including agreements, amendments, assignments, and NDAs in partnership with Legal

• Ensure documentation is accurate, compliant, and executed in a timely manner

Data & Systems

• Maintain and ensure accuracy of CRM data within Salesforce and related systems

• Manage case workflows within Salesforce, ensuring efficient issue resolution and clear communication

• Validate and manage Gross Transaction Volume (GTV), proactively identifying and resolving discrepancies