HarvestROI · 1 day ago
Operations Coordinator
United States
Full-time
Remote
New Grad, Entry Level
$50K/yr - $65K/yrHarvestROI is a certified HubSpot Diamond Solutions Partner that specializes in optimizing revenue operations. The Operations Coordinator is responsible for executing administrative and operational workflows that support Sales, RevOps, and Client Delivery, ensuring that revenue-related processes are completed accurately and on time.
Enterprise SoftwareConsultingMarketingCRMSales
Responsibilities
Own the operational tasks that support revenue flow from sale → onboarding → delivery
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
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)
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)
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
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
Qualification
Required
Experience with HubSpot CRM and its functionalities
Strong organizational skills and attention to detail
Ability to manage multiple tasks and projects simultaneously
Excellent communication skills, both written and verbal
Proficiency in Google Drive and ClickUp
Experience in preparing and maintaining sales proposals and client onboarding materials
Ability to track and monitor project budgets and timelines
Experience with internal reporting and dashboard maintenance
Familiarity with marketing and sales enablement materials
Ability to implement process improvements and automations
Company
HarvestROI
HarvestROI is a consulting agency that offers growth strategy, sales tools, enablement, CRM and marketing automation solutions.
Founded in 2017
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Dave Scilabro
Chief Growth Officer
Company data provided by crunchbase