Operations Coordinator

Core Purpose:

The Operations Coordinator owns the execution of critical administrative and operational workflows that support Sales, RevOps, and Client Delivery. This role removes friction from leadership and delivery teams by ensuring revenue-related processes, assets, systems, and internal updates are completed accurately, on time, and consistently.

This role exists to protect focus for leadership and delivery teams by owning the “grind” that keeps the business running smoothly.

Reports To: VP of Operations
Direct Reports: None
Works Closely With: RevOps, Sales, Marketing, Client Services & Technical Solutions
Employment Type: Full-Time
Salary Range: $50,000-$65,000

Key Accountabilities

RevOps Solution Implementation

• Prepare and maintain sales proposals, scopes, and supporting materials

• Build and send client welcome decks and onboarding emails

• Support W9 requests, ACH coordination, and AR follow-ups

• Assist with billing utilization reporting and project budget monitoring

• Set up initial projects in ClickUp and related tools

• Populate and maintain Client Overview records

• Input and track project start dates based on resourcing

Systems, Access & Tool Coordination

• Manage HubSpot access (new clients, handovers, internal users)

• Schedule and coordinate portal audits; confirm access

• Support new hire tool setup (HubSpot, ClickUp, Google Drive, etc.)

• Create and maintain Google Drive folder structures

• Build and maintain ClickUp views (budgets, timelines, client views)

• Populate HubSpot project tickets (moving toward ClickUp–HubSpot automation)

Internal Execution & EOS Support

• Input Company, Team, and Individual Rocks into systems
  
  
• Input and track action items from EOS meetings
  
  
• Prepare documents for monthly 1:1s and department meetings
  
  
• Monitor overdue and upcoming tasks across teams
  
  
• Maintain internal reports and dashboards (basic updates)

Enablement & Asset Coordination

• Prepare kickoff decks and client-facing enablement assets

• Manage Marketing & Sales enablement asset inventory

• Ensure brand guideline adherence (templates, colors, fonts)

• Support AdoptionHub setup and new client configuration

• Assist with explainer cards, decks, and internal documentation

Automation & Continuous Improvement Support

• Implement ClickUp automations as scoped by leadership

• Support standardized workflows for projects, onboarding, and reporting

• Identify repetitive tasks that could be handled via AI or automation

• Maintain clean, repeatable operational documentation

Scorecard Metrics

• % of operational tasks completed on time and without rework
• Reduction in admin/ops work handled by leadership & delivery teams
• Accuracy of client setups, access, and documentation
• Internal stakeholder satisfaction (Sales, RevOps, Client Services)
• On-time readiness for new clients, projects, and hiresRER

GWC™ (Gets It, Wants It, Capacity to Do It)

Gets It

• Understands how revenue operations, delivery, and enablement connect

• Knows how small execution gaps create big downstream problems

Wants It

• Enjoys being the person who makes everything run smoothly

• Finds satisfaction in clean systems, completed checklists, and clarity

Capacity to Do It

• Highly organized, detail-oriented, and process-driven

• Comfortable working across multiple tools, teams, and priorities

Core Values Alignment

Our values aren't just works, they're the behaviors we live by!

• QUALITY: Executes work accurately and consistently
• ACCOUNTABILITY: Owns follow-through and closes loops
• COLLABORATION: Makes other teams better through support
• HUMILITY: Comfortable enabling others without needing the spotlight

Why HarvestROI?

HarvestROI isn’t your average consulting firm—we’re on a mission to build smarter, more sustainable business processes that drive real results. Here’s what you can expect when you join us:

What’s It Like Working at HarvestROI?

• Mission-Driven: Every project is about creating meaningful impact for our clients.

• Collaborative Culture: We work as one team, supporting and learning from each other every day.

• Growth Opportunities: Rapidly growing company means chances to shape your own path.

• Modern Tools & Methods: We use the latest process architecture techniques and technology stack.

• Flexibility: Hybrid work model, with remote-first mindset and supportive management.

• People-First: We care about our team’s well-being, professional development, and work-life balance.

• Recognition: Your expertise is valued—your voice will be heard.

Ready to Make an Impact?

If you’re ready to help organizations unlock their potential and be part of an innovative, purpose-driven team, we’d love to meet you.

Apply today or reach out to learn more about what it’s like to work at HarvestROI.