Customer & Revenue Operations Specialist

About this role

<p><span data-contrast="none">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. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span></p> <p><span data-contrast="none">To support our growth, we’re seeking a detail-oriented <strong>Revenue Operations Specialist</strong></span><span data-contrast="none">. </span><span data-ccp-props="{"201341983":0,"335559739":160,"335559740":259}"> </span></p> <div> <p><span data-contrast="auto">In this role, you will serve as a critical operational partner to Sales, sitting at the intersection of </span><strong><span data-contrast="auto">Customer Operations, Revenue Operations, and member documentation</span></strong><span data-contrast="auto">. You’ll help ensure our members receive timely, accurate, and high-quality support across onboarding, contracts, reporting, and ongoing maintenance.</span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">This role is ideal for someone who is both a </span><strong><span data-contrast="auto">strong executor and an emerging operator</span></strong><span data-contrast="auto">—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.</span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">You will support a dedicated sales team end-to-end, acting as a </span><strong><span data-contrast="auto">steady, trusted partner in a high-volume environment</span></strong><span data-contrast="auto">—prioritizing effectively, navigating competing demands, and maintaining focus on what matters most for our members and the business.</span><span data-ccp-props="{}"> </span></p> <p><span data-contrast="auto">This role blends elements of Customer Operations, Revenue Operations, and documentation/legal workflows—it is not a traditional CRM administration role.</span></p> </div> <h2><strong><span data-contrast="auto">Responsibilities</span></strong></h2> <p><strong><span data-contrast="auto">Member & Sales Support</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li><span data-contrast="auto">Provide end-to-end operational and member support for an assigned sales team across the full member lifecycle, from onboarding through ongoing maintenance</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Act as a primary collaborator across Sales, Legal, Finance, Product, and Member Success to keep work moving forward</span><span data-ccp-props="{}"> </span></li> </ul> <p><strong><span data-contrast="auto">Member Documentation & Contracts</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li><span data-contrast="auto">Manage complex membership documentation, including agreements, amendments, assignments, and NDAs in partnership with Legal</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Ensure documentation is accurate, compliant, and executed in a timely manner</span><span data-ccp-props="{}"> </span></li> </ul> <p><strong><span data-contrast="auto">Data & Systems</span></strong><span data-ccp-props="{}"> </span></p> <ul> <li><span data-contrast="auto">Maintain and ensure accuracy of CRM data within Salesforce and related systems</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Manage case workflows within Salesforce, ensuring efficient issue resolution and clear communication</span><span data-ccp-props="{}"> </span></li> <li><span data-contrast="auto">Validate and manage Gross Transaction Volume (GTV), proactively identifying and resolving discrepancies</span><span data-ccp-props="{}"> </span></li> </ul> <p><strong><span…