Revenue Insights Coordinator
Core
Manage CRM data accuracy, curate prospect lists, execute reporting, and fulfill data requests for sales leadership and representatives.
Role type
junior IC revenue insights coordinator
Builds
clean CRM records, prospect lead lists, and recurring sales reports
Domain
SaaS sales operations
Required skills
CRM management, data cleaning, duplicate merging, spreadsheet proficiency (XLOOKUP/VLOOKUP, pivot tables), data verification, ad-hoc reporting, AI tool usage
Preferred skills
HubSpot or Salesforce experience, Python or SQL basics, GitHub familiarity, sales/marketing internship
Technologies
HubSpot, Salesforce, Python, SQL, GitHub, AI assistants
Responsibilities
Keep customer and prospect data clean by finding and merging duplicate records and fixing details; Build and load new lead lists using AI to screen companies and fill missing details; Run recurring reports and data jobs to count leads and flag at-risk customers; Handle ad hoc requests to pull lists, set up campaigns, and answer data questions; Monitor key sales metrics and flag unusual activity; Document tasks to enable future automation