Mahoney Asset Management

Revenue Operations

• Perform data entry and administration within Salesforce, supporting marketing insights, client information, and sales activities
• Build and maintain standard Salesforce reports and dashboards for sales teams
• Prepare clean, validated data for Revenue Operations executive and KPI reporting
• Maintain and update CASL consents to ensure compliance
• Monitor data quality and resolve inconsistencies
• Escalate data model or reporting logic issues to CRM Engineering and senior team members
• Support CRM user requests, including troubleshooting and access management
• Document processes and maintain data standards
• Provide occasional administrative support to Sales Support and Marketing
• Partner cross-departmentally to keep client and prospect data accurate, compliant, and aligned with business goals

Revenue Operations Coordinator