Revenue Operations Coordinator (Montreal or USA)

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