The Revenue Operations Coordinator supports the Revenue Operations team by helping execute and sustain event-related operations and maintaining high-quality data across the Salesforce CRM ecosystem. This role plays a key part in keeping operational processes running smoothly as demand grows, with a focus on execution, coordination, and administrative support within established workflows. It is well suited for someone who is highly organized, detail oriented, and comfortable working with technology, and who enjoys collaborating with internal teams in a fast-paced, service-focused environment.
Duties and Responsibilities:
- Coordinate event operations across multiple platforms, including setup, management, and execution support
- Assist with enablement initiatives, such as creating and distributing CPE certificates
- Support the CPA.com portal and credentialing platforms by providing user assistance and administrative support
- Manage annual conference registration processes within Salesforce
- Maintain data quality and CRM accuracy across the Salesforce ecosystem through updates and ongoing maintenance
- Provide administrative and operational support for the Revenue Operations technology stack
- Serve as the primary point of contact for the RevOps Inbox by triaging, responding to, and routing internal requests
Qualifications:
- Strong attention to detail with demonstrated ability to maintain data accuracy and data hygiene across systems
- Comfortable providing administrative and user support across a multi‑tool technology stack
- Highly organized with the ability to manage multiple requests, priorities, and deadlines simultaneously
- Strong written and verbal communication skills with a customer‑service mindset for internal stakeholders
- Tech‑savvy with the ability to quickly learn new systems and processes
- Proficiency with Microsoft Office (Excel, Word, Outlook required)
- Prior experience in an operations, administrative, or support role preferred
Computer Skills: Proficiency with Microsoft Office and the ability to quickly learn and adapt to new software, systems, and tools as required.
Education/Experience: Bachelor’s degree or 1–3 years of experience in an operational, administrative, or support role, or an equivalent combination of education and experience.
About CPA.com
CPA.com brings innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus. Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners. CPA.com is a subsidiary of the American Institute of CPAs (AICPA).
What’s life like at CPA.com? Our team members would describe it as innovative, fast-paced, and flexible. We’re engaged—we get involved. We’re accountable—we stand behind our work. We’re collaborative—we thrive on teamwork. We’re authentic—we’re true to who we are. And we’re innovative—we look to what’s next.