Revenue Operations Specialist

**Who we are:** Through a partnership-based approach, Coterie helps insurance professionals unlock untapped revenue in the small commercial space. With an innovative quoting platform that delivers accurate pricing and bindable quotes in less than one minute, Coterie makes small business insurance effortless. We are on a mission to build and foster a world-class team to bring speed, simplicity, and service to commercial insurance. We value integrity, humility, passion, and intelligence. If you want to push yourself and reshape a $200B+ market, we’re excited to talk to you! **What will the Revenue Support Specialist do?** The Revenue Operations Specialist is a highly organized, detail-oriented utility player who supports the execution of Revenue Operations initiatives across Marketing, Sales, Distribution, and Operations. This role serves as a key connector across teams, helping ensure priorities move forward, processes are followed, communication stays aligned, and operational work is executed efficiently. This individual will help manage the RevOps portfolio of work, support cross-functional initiatives, maintain documentation and operating procedures, coordinate projects and events, and serve as a trusted partner to RevOps leadership. This role is ideal for someone who enjoys variety, takes initiative, thrives in a fast-paced environment, and can move seamlessly between process improvement, project coordination, operational execution, and stakeholder management. **Key Responsibilities:** Revenue Operations Execution - Support the execution of strategic Revenue Operations initiatives across Sales, Marketing, Distribution, and Agency Operations - Coordinate cross-functional projects and ensure deliverables stay on track - Assist with RevOps intake, prioritization, and work management processes - Help identify operational inefficiencies and recommend and implement improvements Process & Documentation Management - Support RevOps leadership in managing the broader portfolio of initiatives and priorities - Track project milestones, dependencies, risks, and action items - Coordinate meetings, follow-ups, and stakeholder communication - Help ensure accountability and execution across teams Project and Portfolio Coordination - Deliver a high-quality service experience for internal stakeholders - Demonstrate urgency, professionalism, accountability, and follow-through - Support retention and revenue growth by ensuring a smooth operating experience - Be the go-to operational partner for the Revenue team. - Provide efficient operational support to improving Revenue team productivity Go-to-Market Readiness & Cross Functional Partnership - Coordinate Revenue go-to-market readiness activities for new products, technology enhancements, campaigns, and operational initiatives. - Partner with Marketing, Distribution, Product, Technology, Customer Care, and other stakeholders to ensure launch readiness across the Revenue organization. - Coordinate readiness plans, communications, documentation, training, and stakeholder alignment. - Identify launch risks, dependencies, and readiness gaps and escalate as appropriate. - Serve as the operational point of coordination between the Revenue organization and cross-functional teams, ensuring information flows effectively, dependencies are resolved, and work moves forward. Event & Operational Support - Assist with trade shows, conferences, leadership meetings, and team events - Coordinate logistics, materials, communications, and follow-up activities - Support agent communication initiatives and operational campaigns Systems & Operational Support - Support the administration and optimization of core business systems including CRM and marketing platforms - Assist with testing, workflow validation, user adoption, and operational process improvements - Partner with systems and operations team members to ensure technology supports business objectives **Required Qualifications:** - Bachelor’s degree in busine…