Revenue Operations Specialist

Revenue Operations Specialist

The Revenue Operations Specialist will play a key role in driving predictable revenue growth by combining data analysis, operational excellence, and cross-functional collaboration. This position acts as a strategic bridge between account teams, customer success, and leadership to optimize retention, expansion, and customer value. The role focuses on transforming complex business data into actionable insights that support smarter decisions and stronger commercial outcomes. You will manage revenue planning, forecasting, reporting, and process improvements across the customer lifecycle. Working with tools such as HubSpot and Power BI, you will build scalable systems, dashboards, and workflows that improve visibility and efficiency. This is an opportunity for a data-driven professional to make a direct impact within a collaborative, technology-focused environment.

Accountabilities:

The Revenue Operations Specialist will own critical revenue processes by improving forecasting accuracy, optimizing workflows, and delivering insights that support customer growth and retention. The role requires strong analytical thinking, operational ownership, and the ability to collaborate across multiple teams.

• Own annual revenue planning and monthly forecasting processes for enterprise customers, including growth modeling, upsell opportunities, pricing scenarios, and churn risk analysis.
• Analyze customer segments, service tiers, and performance trends to identify revenue opportunities and improve commercial strategies.
• Design, maintain, and optimize lead-to-cash workflows within HubSpot to support renewals, expansions, and account management processes.
• Manage opportunity governance, forecast stages, pipeline accuracy, and reporting processes to improve revenue visibility.
• Partner with Deal Desk teams on renewal pricing, contract considerations, and non-standard commercial agreements.
• Document operational workflows and ensure effective handoffs between Sales, Account Management, and Customer Success teams.
• Build and maintain executive dashboards using Power BI to track pipeline health, retention metrics, productivity indicators, and revenue performance.
• Establish KPI frameworks, reporting standards, data definitions, and measurement processes across revenue operations.
• Serve as a HubSpot subject matter expert by improving automation, reporting capabilities, and workflow efficiency.
• Implement AI-enabled workflow improvements and leverage analytics tools for predictive insights, customer lifetime value modeling, and churn prevention.
• Translate complex datasets into clear recommendations and business narratives for leadership decision-making.

Requirements:

The ideal candidate is a highly analytical and collaborative revenue operations professional with experience managing data-driven processes in B2B or SaaS environments. This individual should be comfortable working across teams, building reporting frameworks, and turning business information into actionable strategies.

• 5+ years of experience in Revenue Operations, Sales Operations, or a related analytical role, preferably within a B2B SaaS environment.
• Advanced experience with HubSpot, including custom reporting, workflow automation, deal pipeline management, and property configuration.
• Strong Power BI expertise, including DAX, data modeling, dashboards, reporting, and business intelligence applications.
• Advanced Excel skills with experience developing models, forecasts, and scenario analyses.
• Experience managing revenue forecasting, retention metrics, renewals, and expansion strategies.
• Ability to interpret complex data and communicate insights clearly to executive stakeholders.
• Strong problem-solving skills with the ability to identify risks, opportunities, and process improvements.
• Experience collaborating across Account Management, Customer Success, Sales, and leadership teams.
• Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.
• Must have current and ongoing authorization to work in the United States without restrictions or expiration.

Benefits:

• Opportunity to work in a collaborative, distributed, and technology-driven environment.
• Competitive compensation package aligned with experience and market expectations.
• Professional growth opportunities within a high-performance organization.
• Supportive workplace culture focused on innovation, ownership, and continuous improvement.
• Opportunities to work with modern revenue technology platforms and analytics tools.
• Work-life balance initiatives designed to support employee well-being.
• Flexible remote work environment.