• Own the design, execution, and continuous improvement of the company’s end-to-end revenue operating model • Define go-to-market systems architecture and lead implementation and ongoing improvement of core systems • Ensure accurate and consistent synchronization of customer and revenue data between Salesforce and Chargebee • Define and maintain core revenue and pipeline metrics across the full customer lifecycle • Partner with the CFO to review, challenge, and improve forecast accuracy • Define and enforce standardized go-to-market processes across the full customer lifecycle • Support design and refinement of compensation plans in partnership with VP of Growth and CFO • Provide structured, data-driven insights to support strategic decision-making

• Partner with Sales, Marketing, Finance, Product and Customer Success leadership to operationalize go-to-market strategy • Identify and drive improvements across the full commercial lifecycle • Analyze pipeline performance from lead through cash including conversion rates and revenue trends • Partner with Salesforce and HubSpot Administrator to optimize CRM • Ensure data integrity, governance, and consistent usage across all commercial teams • Build and maintain dashboards and reports for pipeline, bookings, forecast, and productivity metrics • Design and document standardized processes across the commercial lifecycle

About the role The Revenue Operations Coordinator is responsible for executing critical operational processes that enable revenue recognition. This role ensures data accuracy, timely processing of opportunities and contracts, and consistent adherence to defined workflows. The position is highly detail-oriented and focused on process execution, data integrity, and operational consistency. Key Responsibilities Opportunity and Approval Processing - Review and process opportunity approvals in accordance with established guidelines - Ensure all required fields, products, pricing, and documentation are complete and accurate prior to approval - Identify and flag inconsistencies, missing data, or policy exceptions - Maintain defined service level agreements (SLAs) for approval turnaround times - Support product and package validation for select offerings by confirming appropriate configuration, pricing, and contract alignment - Coordinate with Sales and, when needed, directly with customers to clarify requirements and ensure accurate product selection prior to approval Contract and Reseller Data Management - Receive and interpret contract and deal data from third-party partners and resellers - Accurately enter and manage related records in Salesforce, including opportunities and accounts - Track, reconcile, and resolve discrepancies between external partner data and internal systems Data Integrity and System Maintenance - Maintain accurate ownership and structure of accounts, opportunities, and related assets - Support data accuracy for commission tracking and reporting Process Documentation and Issue Management - Maintain and update process documentation as workflows evolve - Identify recurring issues and escalate trends or risks to Revenue Operations leadership Special Projects and Data Support - Support special projects, including contract data and billing audits, account research, and targeted data cleanup initiatives Qualifications Required - Strong attention to detail and commitment to accuracy - Excellent organizational and time management skills - Ability to follow structured processes and execute against defined workflows - Proficiency with spreadsheets and comfort working in CRM systems (Salesforce preferred) - Strong written and verbal communication skills Preferred - Prior experience in Sales Operations, Revenue Operations, or a similar role - Familiarity with Salesforce or other CRM platforms - Experience working with contracts, pricing, or data entry processes Success Criteria - Opportunities and contracts are processed accurately and within defined timelines - Salesforce data is clean, consistent, and reliable - Minimal rework or correction is required - Operational processes run smoothly with limited bottlenecks - Issues are proactively identified and escalated early Compensation - Base salary range: $60,000–$70,000, commensurate with experience Diversity & Inclusion at Lumistry Lumistry is an equal opportunity employer dedicated to an inclusive workplace. We prohibit discrimination and harassment based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, pregnancy, or any other characteristic protected by law. This commitment applies to all aspects of employment, from recruiting and hiring to compensation and promotion. Our decisions are based solely on qualifications, merit, and current business needs. Accessibility We provide reasonable accommodations for qualified individuals with disabilities during the application and interview process. If you require assistance, please don't hesitate to reach out.

Role Summary The Revenue Systems Lead is responsible for supporting the design, implementation, and continuous improvement of Salesforce and related revenue systems. This role partners closely with Revenue Operations leadership to translate business priorities into scalable system solutions and ensure efficient execution. This is a hands-on role requiring both strong Salesforce experience and the ability to execute quickly and pragmatically. The ideal candidate is an operator who can bring structure to ideas, move efficiently, and implement solutions without unnecessary process overhead. Key Responsibilities System Design and Execution Support - Partner with RevOps leadership to translate business requirements into system solutions - Contribute to Salesforce architecture decisions, including object structure, data model, and automation approach - Identify opportunities to simplify and streamline existing processes and automations Execution and Delivery - Build and implement solutions within Salesforce, including flows, validation rules, and light Apex where appropriate - Partner with or directly execute development work depending on complexity and team capacity - Support rapid iteration on system improvements, including same-day fixes and lightweight QA where appropriate - Prioritize practical, high-impact solutions over unnecessary complexity Project Support - Support major system initiatives, including data model changes, integrations, and CRM migrations - Assist with requirements gathering, solution design, testing, and rollout execution - Ensure projects move forward efficiently and align with defined priorities Data and Reporting Support - Partner with analytics resources to ensure data is structured appropriately for reporting - Support data validation efforts during system changes, migrations, and integrations Best Practices and Process Improvement - Apply Salesforce best practices while maintaining speed and flexibility - Support documentation and QA efforts appropriate to the level of change Collaboration - Work closely with RevOps leadership on prioritization and system direction - Partner with admin, coordinator, and development resources to ensure smooth execution - Provide input and guidance on system improvements and technical considerations Qualifications Required - Strong Salesforce experience, including configuration, data modeling, and automation - Experience supporting integrations (APIs, middleware, or external systems) - Strong problem-solving and business analysis skills - Ability to operate independently while partnering closely with leadership - Proven ability to balance speed and quality in execution Preferred - Experience supporting CRM migrations or M&A integrations - Light development experience (Apex, complex flows, or similar) - Background in high-growth or fast-paced environments Success Criteria - System improvements are delivered quickly and effectively - Salesforce remains clean, scalable, and aligned with business needs - Projects progress efficiently with minimal bottlenecks - Development resources are leveraged effectively - The revenue organization experiences faster execution and fewer system issues Compensation Target salary range: $120,000–$140,000, commensurate with experience Diversity & Inclusion at Lumistry Lumistry is an equal opportunity employer dedicated to an inclusive workplace. We prohibit discrimination and harassment based on race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, pregnancy, or any other characteristic protected by law. This commitment applies to all aspects of employment, from recruiting and hiring to compensation and promotion. Our decisions are based solely on qualifications, merit, and current business needs. Accessibility We provide reasonable accommodations for qualified individuals with disabilities during the application and interview process. If you require assistance, please don't hesitate to reach out.