Customer & Revenue Operations Specialist

Responsibilities

• Provide end-to-end operational and member support for an assigned sales team across the full member lifecycle, from onboarding through ongoing maintenance
• Act as a primary collaborator across Sales, Legal, Finance, Product, and Member Success to keep work moving forward
• Manage complex membership documentation, including agreements, amendments, assignments, and NDAs in partnership with Legal
• Ensure documentation is accurate, compliant, and executed in a timely manner
• Maintain and ensure accuracy of CRM data within Salesforce and related systems
• Manage case workflows within Salesforce, ensuring efficient issue resolution and clear communication
• Validate and manage Gross Transaction Volume (GTV), proactively identifying and resolving discrepancies
• Troubleshoot member and supplier issues, identifying root causes and reducing escalations
• Ensure members receive prompt, accurate, and high-quality support across all touchpoints
• Identify opportunities to improve workflows, documentation, and systems
• Contribute to building more scalable ways of working, including leveraging automation and emerging tools (including AI where applicable)
• Serve as a subject matter expert for key processes, supporting documentation and knowledge sharing across the team

Qualifications

• Bachelor’s degree or equivalent work experience
• 2+ years of experience in Customer Operations, Sales/Revenue Operations, Customer Success, or a related role
• Experience working with contracts, legal documentation, or governance processes preferred
• Demonstrated ability to manage multiple priorities in a fast-paced environment
• Strong attention to detail and commitment to accuracy
• Ability to evaluate requests and determine when to push back, escalate, or execute
• Strong communication and collaboration skills across cross-functional teams
• Experience with Salesforce preferred; experience working across multiple systems a plus
• Demonstrated curiosity and interest in improving processes, systems, or tools
• Comfort navigating ambiguity and evolving responsibilities

Benefits

• Competitive compensation package
• Free individual employee medical coverage
• Company subsidized dental and vision coverage
• Dollar for dollar 401(k) match up to 6% of your salary with immediate vesting
• Company-paid Short-Term and Long-Term Disability coverage
• Employee Assistance Program to support your wellbeing and mental health
• $1500 annual stipend for for continuing education courses/certifications
• Free snacks and beverages on-site
• Brand new, state-of-the-art, tech-enabled work environment in downtown Nashville
• Flexible/hybrid work culture