Customer Care Specialist I – V+
AppFolio
Salary
💰 $60,000 - $95,000 per year
Job Level
Junior
About the role
- We’re looking for a Revenue Operations Coordinator to be the connective tissue across our revenue processes. In this role, you’ll help manage our deal desk, support billing and collections, maintain Salesforce hygiene, and drive operational excellence across the sales cycle. You’ll also play a key role in renewals, ensuring customers are engaged ahead of contract deadlines, and help support vendor forms and information security questionnaires.
- This is a highly cross-functional role — you’ll work closely with Sales, Customer Success, Finance, and Security to keep our revenue engine running smoothly and efficiently. Your work will directly impact our ability to scale, deliver a seamless customer experience, and accelerate revenue growth.
- Support deal desk operations: review opportunities, ensure contracts align with standard terms, and manage approvals for custom terms or payment methods.
- Maintain Salesforce and sales system hygiene: ensure accounts are accurately labeled, documents uploaded, and opportunities closed in a timely manner.
- Partner with Finance to support billing and collections processes, including invoice tracking and resolving payment discrepancies.
- Manage renewal workflows: close renewal opportunities, and ensure smooth handoffs across teams.
- Drive collaboration with cross-functional teams to respond to customer information security requests and requirements.
- Assist with vendor forms, compliance documentation, and information security questionnaires.
Requirements
- 1–3 years of experience in Sales Operations, Revenue Operations, or a related role.
- Proficiency with Salesforce (or another CRM) and an eye for data accuracy.
- Strong organizational skills and ability to manage multiple priorities in a fast-paced environment.
- Interest in sales operations and desire to grow your career in revenue operations.
- Excellent communication and cross-functional collaboration skills.
