Coretrustpurchasinggroupllc1mo ago

Customer & Revenue Operations Specialist

In NashvilleHybridmid

OperationsOperations SpecialistRevenue Operations Specialist

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Quick Summary

Overview

Every company needs supplies and services to operate. From laptops and rental cars to pens and pallets, all companies have procurement needs. That’s where CoreTrust comes in.

Key Responsibilities

Provide comprehensive operational and member support for an assigned sales team throughout the full member lifecycle, from onboarding through ongoing maintenance, ensuring timely, accurate, and high‑quality service Research and track Private Equity…

Requirements Summary

Bachelor’s degree or equivalent work experience, MBA preferred 2+ years of experience in Sales Operations, Revenue Operations, Customer Success, or a related role.

Technical Tools

salesforceb2bcustomer-successproject-management

Every company needs supplies and services to operate. From laptops and rental cars to pens and pallets, all companies have procurement needs. That’s where CoreTrust comes in. CoreTrust provides a B2B marketplace that has transformed how companies buy billions of dollars’ worth of supplies and services annually. We’re on a mission to be the one place where buyers and suppliers connect, secure purchasing agreements, transact, and partner to realize savings.

To support our growth, we’re seeking a detail-oriented Revenue Operations Specialist.

In this role, you will serve as a critical operational partner to Sales, sitting at the intersection of Customer Operations, Revenue Operations, and member documentation. You’ll help ensure our members receive timely, accurate, and high-quality support across onboarding, contracts, reporting, and ongoing maintenance.

This role is ideal for someone who is both a strong executor and an emerging operator—someone who can manage complex, detail-oriented work while also identifying opportunities to improve how we work. You’ll be expected to execute with precision while also contributing ideas to improve processes and help us scale through better tools, automation, and documentation over time.

You will support a dedicated sales team end-to-end, acting as a steady, trusted partner in a high-volume environment—prioritizing effectively, navigating competing demands, and maintaining focus on what matters most for our members and the business.

This role blends elements of Customer Operations, Revenue Operations, and documentation/legal workflows—it is not a traditional CRM administration role.

Responsibilities

~1 min read

Member & Sales Support

→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

Member Documentation & Contracts

→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

Data & Systems

→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

Issue Resolution & Member Experience

→Troubleshoot member and supplier issues, identifying root causes and reducing escalations
→Ensure members receive prompt, accurate, and high-quality support across all touchpoints

Process Improvement & Scale

→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

Requirements

~1 min read

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
Salesforce experience preferred; experience working across multiple systems a plus
Demonstrated curiosity and interest in improving processes, systems, or tools
Comfort navigating ambiguity and evolving responsibilities