Senior Specialist, Revenue Operations
New
J
JobgetherTechnology services
Based in the United States; Fully remote work arrangement within the United States.Full-TimeSenior
SalaryPerformance-based bonuses.
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Job Details
- Experience
- At least 5 years of experience in Revenue Operations, Business Operations, Business Systems, Process Improvement, Sales Operations, or a related field.
- Required Skills
- Business AnalysisMicrosoft Power BISalesforceHubSpotNetSuite
Requirements
- At least 5 years of experience in Revenue Operations, Business Operations, Business Systems, Process Improvement, Sales Operations, or a related field.
- Demonstrated experience leading business process redesign and operational improvement initiatives.
- Strong understanding of revenue-generating organizations, sales, client lifecycle management, and recurring-revenue processes.
- Experience working with ERP, CRM, PSA, or other business management systems.
- Practical experience with NetSuite is required.
- Experience with HubSpot, Salesforce, or similar CRM platforms is required.
- Experience with ConnectWise or another Professional Services Automation (PSA) platform is required.
- Strong business analysis, problem-solving, and process optimization skills.
- Ability to translate business challenges and operational requirements into system solutions.
- Experience supporting reporting, dashboards, and business performance analysis.
- Power BI or similar business intelligence tools are preferred.
- Lean Six Sigma, ITIL, PMP, Prosci, or comparable process improvement, service management, project management, or change management certifications are preferred.
Responsibilities
- Provide sales operations support for upselling, cross-selling, renewals, and churn-reduction initiatives.
- Maintain account, opportunity, renewal, product, and activity information across HubSpot and other revenue-related systems.
- Prepare and maintain account lists, renewal trackers, dashboards, and recurring reports.
- Support workflows, task queues, notifications, follow-ups, and cross-functional handoffs for expansion opportunities, renewals, and at-risk accounts.
- Analyze business data to identify expansion opportunities, upcoming renewals, churn risks, and operational gaps.
- Facilitate process-mapping sessions and workflow design discussions, and translate business requirements into system enhancements and process improvements.
- Advise on the optimization of NetSuite, HubSpot, ConnectWise, Power BI, and other reporting and data systems.
- Improve workflows and data flows across platforms, identify automation opportunities, and strengthen data integrity.
- Partner with leadership to define KPIs, establish reporting standards, and develop executive dashboards.
- Contribute to forecasting improvements, AI and automation initiatives, and revenue process standardization.
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