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Revenue Operations
1 month ago
THE ORGANIZATION
This organization is a well-established service provider operating within the trades and technical services sector. With many years of experience supporting residential and commercial clients, the company has built a reputation for reliability, customer service, and operational excellence. It continues to expand its service offerings and enhance internal processes to support ongoing growth.
THE OPPORTUNITY
The Revenue Operations & Service Coordinator plays a critical role in ensuring smooth, efficient, and customer-centered execution of revenue-generating activities. Reporting to the CEO, this role bridges order fulfillment, service scheduling, warranty processing, and inventory oversight.
From managing installations and service appointments to coordinating warranty claims and optimizing technician resources, this position directly supports profitable operations and strong cash flow. It also acts as the administrative engine behind sales—handling order execution, CRM updates, customer transitions, and online service requests.
This is an ideal opportunity for a highly organized, process-driven individual who excels at managing multiple priorities, collaborating across teams, and delivering a seamless customer experience.
POSITION DESCRIPTION
Reporting to the CEO, the Revenue Operations & Service Coordinator supports the delivery of timely, efficient, and revenue-generating services across sales, operations, and customer support.
Order Execution & Sales Support
- Process sales orders accurately, ensuring correct pricing, taxes, and documentation.
- Track order status, communicate timelines, and coordinate smooth project execution.
- Maintain CRM records from lead to completion and assign new leads to the sales team.
Service Scheduling & Coordination
- Plan and schedule generator installations and service calls.
- Communicate with customers, technicians, and suppliers to coordinate logistics.
- Maintain and update the service calendar to optimize technician dispatch and workflow.
Warranty & Service Agreement Management
- Serve as the main contact for warranty claims, verifying eligibility and processing documentation.
- Coordinate parts, manufacturer claims, and service resolutions.
- Track warranty activity and identify opportunities for extended service plans.
Sales Reporting & Performance Inventory & Service Resource Management
- Track and maintain parts, tools, and materials needed for field service teams.
- Conduct inventory checks, restock as needed, and coordinate deliveries and shipments.
- Work with procurement to prevent shortages and ensure technicians are fully equipped.
Customer Engagement & Revenue Expansion
- Conduct post-sale check-ins and manage online service requests.
- Identify upsell/cross-sell opportunities and pass them to sales.
- Ensure smooth handoffs between sales and operations to support a strong customer experience.
Event & Trade Show Support
- Coordinate lead capture and post-event follow-ups.
- Support event-related promotional activities and customer engagement.
Billing & Revenue Collection
- Assist with invoice preparation and resolve billing issues with finance.
- Follow up on outstanding payments to support timely revenue collection.
Requirements
- 1–3 years of experience in operations coordination, scheduling, customer service, administrative support, or a related field.
- Strong coordination and multitasking abilities.
- Experience in scheduling, customer service, operations, or administrative support.
- Ability to manage documentation, deadlines, and multiple priorities effectively.
- Strong communication skills with the ability to collaborate across teams.
- Comfort with CRM systems, scheduling tools, and inventory tracking software.
- Problem-solving mindset with the ability to anticipate issues and improve processes.
CORE COMPETENCIES:
- Organization & Multitasking: Ability to juggle scheduling, orders, and service coordination seamlessly.
- Customer Service Excellence: Ensures a smooth, professional experience throughout the service lifecycle.
- Problem-Solving: Anticipates issues, manages escalations, and resolves operational challenges.
- Communication & Collaboration: Keeps customers, technicians, and internal teams aligned.
- Systems Thinking: Comfortable using CRM, scheduling, and inventory tools to optimize operations.
- Proactive Mindset: Takes initiative to improve workflows and ensure efficient operations.
WHAT MAKES YOU GREAT:
- You are organized, detailed, and excellent at keeping multiple workflows on track.
- You maintain strong customer relationships through clear communication and professional service.
- You support sales and operations by ensuring accurate documentation and smooth handoffs.
- You bring a process-driven approach that improves operational efficiency.
- You are tech-savvy and comfortable optimizing systems and tools.
Benefits
WHAT TO EXPECT FROM THE COMPANY:
- Growth Opportunity: Be part of a business that is scaling up.
- Impactful Work: Your leadership will directly affect team success.
- Collaborative Environment: Work with passionate professionals.
- Competitive Compensation: A comprehensive salary and benefits package.
- Company Culture: A supportive, team-oriented atmosphere where your contributions matter.
TOTAL REWARDS & POSITION DETAILS:
- Location: Regina, SK
- Hours of Work: Monday to Friday, standard business hours, with flexibility as required.
- Compensation: $46,000 - $56,500, based on skill set and experience
- Extended Benefits: Health, Vision, and Dental.