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Coterie

Revenue Support Specialist

Coterie

Revenue Support Specialist providing operational support for the Revenue team. Enhancing efficiency and coordination within the team while supporting sales representatives in their tasks.

Posted 7/9/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact
  • Provide administrative and operational support to the Revenue team by helping resolve day-to-day requests
  • Coordinate information across departments
  • Ensure sales representatives have the resources they need to serve agency partners effectively
  • Research issues, track down information, and coordinate responses across internal teams
  • Assist with internal agency-related inquiries, operational requests, and follow-up activities
  • Maintain visibility into open issues and ensure timely resolution
  • Assist Revenue navigate internal systems, processes, and support channel
  • Identify gaps in the Revenue team's toolkit, knowledge base, and operational resources and communicate to Marketing
  • Assist with onboarding new Revenue team members
  • Support field readiness and adoption of new tools and processes and identify ongoing training opportunities
  • Support reporting, visibility, and operational tracking efforts
  • Identify opportunities to streamline workflows, reduce manual effort, and improve efficiency
  • Support Revenue Operations initiatives and special projects as needed
  • Deliver a high-quality service experience for internal stakeholders

Requirements

What you’ll need
  • 3+ years of experience in insurance, sales support, distribution operations, customer success, account management, agency operations, or a related field
  • Strong understanding of insurance operations and agency relationships
  • Excellent organizational and problem-solving skills
  • Strong attention to detail and ability to manage multiple priorities simultaneously
  • Exceptional communication, follow-up, and stakeholder management skills
  • Customer-first mindset with a strong sense of urgency
  • Ability to work independently, take initiative, and drive issues to resolution

Benefits

Comp & perks
  • 100% remote
  • Health insurance through Aetna (we pay 100% of premiums)
  • Dental and vision insurance through Guardian (we pay 100% of premiums)
  • Basic life insurance (we pay 100% of premiums)
  • Access to flexible spending account (FSA) or health savings account (HSA) (for those using HSA eligible plans)
  • 401K plan (up 4% match with immediate vest). Must be 21 years of age or older to participate
  • Flexible PTO policy offering employees up to 4 weeks of PTO in their first 12 months. Thereafter, PTO usage aligns with company standards and typically does not exceed 5 weeks per calendar year.
  • 12 company-paid holidays each year
  • Continuing education annual stipend

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills
Excellent Organizational SkillsProblem-Solving SkillsAttention to DetailExceptional CommunicationCustomer-First Mindset