Note: The job is a remote job and is open to candidates in USA. Spear Education provides advanced dental education and workforce enablement through clinical education, technology, and practice growth solutions. The Revenue Operations Coordinator owns post-sale processes, including customer and account data, sales orders, contracts, invoicing, learning platforms, reporting, and cross-functional handoffs. The role focuses initially on enterprise accounts and improving operational workflows across Sales, Account Management, Finance, and Systems.
Responsibilities
- Maintain accurate account and user information across NGLX, Nova, NetSuite, Docebo, and HubSpot
- Own company and contact records in HubSpot
- Help improve automation and data flows between organizations, users, and systems
- Identify and resolve data inconsistencies that could impact the customer experience or internal reporting
- Review NetSuite sales orders to ensure they are configured correctly
- Partner with Accounting to correct renewal contract lines and resolve discrepancies
- Submit bulk and enterprise sales orders to Accounts Receivable following completed contract signatures
- Cancel inactive sales orders and maintain a clean, accurate book of business
- Route completed contracts to Sales, Accounts Receivable, and other internal stakeholders
- Send monthly invoices based on contract-specific terms
- Maintain accurate account and billing records
- Coordinate internally to resolve invoicing discrepancies
- Build personalized learning plans in partnership with Account Managers based on organizational needs
- Create Docebo groups and cohorts to support organization-specific reporting and tracking
- Create and manage study clubs in NGLX, including members, leaders, and coordinators
- Build and distribute monthly executive reporting for stakeholder organizations
- Manage reporting distribution lists
- Distribute Docebo user detail, enrollment, and completion-rate reports
- Monitor data and reporting to help internal teams understand customer engagement and usage
- Coordinate internally around disengaged-account signals, roster changes, and invoicing discrepancies, ensuring issues are routed to the right team
- Own and continuously improve the post-sale handoff process between Sales, Account Management, and Finance/Accounts Receivable
- Identify broken handoffs and opportunities to streamline workflows rather than simply working around them
- Partner with Revenue Operations leadership on process design and ongoing improvements
Skills
- You don't need to know every system on day one. You do need to be curious, organized, detail-oriented, and comfortable working across multiple teams and systems
- Experience working with multiple business systems, ideally including a CRM, ERP, or learning management system
- Strong attention to detail and a commitment to data accuracy
- A process-oriented mindset and natural curiosity about how things work
- The ability to recognize a broken process and think about how to fix the workflow—not just work around it
- Strong internal communication and cross-functional collaboration skills
- The ability to manage multiple priorities and stakeholders while keeping work moving
- Comfort working with contracts, billing information, reporting, and operational data
- A willingness to learn new systems and become a subject matter expert in the processes you own
Benefits
- Medical, Dental, Vision, Flexible Time Off, Paid Holidays
- Remote or Hybrid (if located in Greater Phoenix market)
- The opportunity to grow within a collaborative, mission-driven organization
Company Overview