Revenue Operations Associate – Private Equity

CrossCountry Consulting

Revenue Operations Associate responsible for maintaining sales opportunity data and project accuracy for Private Equity practice. Collaborates across teams and utilizes AI-enabled solutions.

Posted 5/18/2026full-timeRemote • 🇿🇦 South AfricaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Obtain updates from leaders in the Private Equity practice on sales opportunities and projects, including new client accounts, project opportunities, pipeline stage, active projects, staffing assignments, utilization allocations, and project extensions.
Update the applicable data fields in Salesforce and Kantata to ensure that the sales opportunities and projects are accurate, complete, and timely.
Perform regular data quality checks, audits, and cleanups to ensure downstream reporting accuracy.
Support system enhancements by assisting with testing, validation, and documentation.
Identify recurring user issues or patterns and partner with the IT Team and senior RevOps team members on scalable solutions and improvements specific to the PE practice.
Provide timely, thoughtful support to PE practice users, including troubleshooting issues, answering questions, and resolving data or access-related requests.
Develop scalable and repeatable processes to ensure pipeline and project data is kept up to date as the practice continues to grow and scale.
Surface trends, gaps, and data issues to the broader RevOps, IT, FP&A, and Staffing teams as well as to the leadership of the Private Equity practice.
Work collaboratively with key stakeholders across the business to ensure the Private Equity practice pipeline and project data are kept timely and up to date.
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Requirements

What you’ll need

Bachelor’s degree in business, finance, analytics, information systems, or a related field (or equivalent experience).
Technological proficiency and an enjoyment of providing hands-on data management and data administration.
Strong attention to detail and commitment to data accuracy and timeliness.
Interest in Salesforce, Kantata, CRM systems, PSA systems, AI-driven technology enablement, and revenue operations technology; prior Salesforce and PSA exposure is a plus.
Clear written and verbal communication skills, with a service-oriented mindset.
Analytical and problem-solving skills with an interest in process improvement.
Ability to manage multiple requests and prioritize effectively in a fast-paced environment.
Eagerness to learn and grow within a Salesforce-heavy RevOps function of an AI-forward organization.
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
Willingness to work Eastern Standard Time (ET).

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CrossCountry Consulting Website LinkedIn All Job Openings 501 - 1000 employees 🤝 B2B 💸 Finance 🏢 Enterprise 💰 $1.5M Venture Round on 2021-02 B2B
Finance
Enterprise CrossCountry Consulting is a business advisory firm that provides integrated solutions for financial and risk management. Their expertise includes technical accounting, financial reporting, operational accounting optimization, and integrated risk management. The company also specializes in technology-enabled transformation, supporting organizations with finance transformation, data transformation, and analytics. CrossCountry Consulting serves various industries such as financial services, life sciences, technology, media, telecommunications, real estate, hospitality, and government contracting. With a focus on strategic finance, the firm helps clients through transactions like IPO readiness, mergers and acquisitions, and divestitures. They aim to create present and future value for businesses by collaborating with CFOs, private equity sponsors, and corporate leaders to solve current challenges and prepare for future success. Revenue Operations Associate – Private Equity 🔥 0 minutes ago 🇿🇦 South Africa – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 💹 Revenue Operations Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Obtain updates from leaders in the Private Equity practice on sales opportunities and projects, including new client accounts, project opportunities, pipeline stage, active projects, staffing assignments, utilization allocations, and project extensions.
Update the applicable data fields in Salesforce and Kantata to ensure that the sales opportunities and projects are accurate, complete, and timely.
Perform regular data quality checks, audits, and cleanups to ensure downstream reporting accuracy.
Support system enhancements by assisting with testing, validation, and documentation.
Identify recurring user issues or patterns and partner with the IT Team and senior RevOps team members on scalable solutions and improvements specific to the PE practice.
Provide timely, thoughtful support to PE practice users, including troubleshooting issues, answering questions, and resolving data or access-related requests.
Develop scalable and repeatable processes to ensure pipeline and project data is kept up to date as the practice continues to grow and scale.
Surface trends, gaps, and data issues to the broader RevOps, IT, FP&A, and Staffing teams as well as to the leadership of the Private Equity practice.
Work collaboratively with key stakeholders across the business to ensure the Private Equity practice pipeline and project data are kept timely and up to date.
Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes. 🎯 Requirements
Bachelor’s degree in business, finance, analytics, information systems, or a related field (or equivalent experience).
Technological proficiency and an enjoyment of providing hands-on data management and data administration.
Strong attention to detail and commitment to data accuracy and timeliness.
Interest in Salesforce, Kantata, CRM systems, PSA systems, AI-driven technology enablement, and revenue operations technology; prior Salesforce and PSA exposure is a plus.
Clear written and verbal communication skills, with a service-oriented mindset.
Analytical and problem-solving skills with an interest in process improvement.
Ability to manage multiple requests and prioritize effectively in a fast-paced environment.
Eagerness to learn and grow within a Salesforce-heavy RevOps function of an AI-forward organization.
Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
Willingness to work Eastern Standard Time (ET). Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score Similar Jobs GTM & Revenue Operations Specialist 🕒 April 17 InLogic 1 - 10 👥 HR Tech 🎯 Recruiter 🤝 B2B Website LinkedIn All Job Openings GTM & Revenue Operations Specialist managing outbound campaigns for a Dubai-based AI consultancy. Responsible for lead generation, workflow automation, and performance reporting. 🇿🇦 South Africa – Remote ⏰ Full Time 🟢 Junior 🟡 Mid-level 💹 Revenue Operations 🚫👨‍🎓 No degree required View More Revenue Operations Manager Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Privacy policy Terms of service Job board SEO course AI Apply Copilot OpenClaw job finder Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs

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Hard Skills & Tools

data managementdata administrationdata quality checksdata accuracyprocess improvementanalytical skillsproblem-solving skillsproject managementpipeline managementAI tools

Soft Skills

attention to detailcommunication skillsservice-oriented mindsetability to prioritizeeagerness to learncollaborationtroubleshootingsupportadaptabilitycontinuous learning mindset