Senior Specialist, Revenue Operations

United StatesRemoteFull-timesenior

OperationsOperations Specialist

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Quick Summary

Overview

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Specialist, Revenue Operations based in the United States.

Technical Tools

OperationsOperations Specialist

The Senior Specialist, Revenue Operations will help optimize and scale revenue operations across the entire client lifecycle, from initial sales engagement to retention and account growth. This role combines business process expertise, systems management, and data-driven analysis to improve operational efficiency and support sustainable growth. Working closely with Sales, Marketing, Service Delivery, Client Success, Finance, and executive leadership, you will identify bottlenecks and translate business challenges into practical solutions. You will oversee key revenue systems, strengthen reporting capabilities, and improve data accuracy to enable faster, more informed decisions. The position also offers the opportunity to contribute to strategic initiatives involving automation, forecasting, and revenue process standardization. You will play a key role in building a scalable operating model that improves client experience, retention, and profitability.

As an operational partner to Revenue Operations leadership, you will help improve processes, systems, reporting, and cross-functional coordination to support client growth and strengthen the overall revenue engine.

Provide sales operations support for upselling, cross-selling, renewals, and churn-reduction initiatives.
Maintain accurate 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 for Sales, Client Success, and leadership teams.
Support workflows, task queues, notifications, follow-up activities, and cross-functional handoffs related to expansion opportunities, renewals, and at-risk accounts.
Analyze business data to identify expansion opportunities, upcoming renewals, churn risks, and operational gaps.
Partner with department leaders to understand business challenges, identify improvement opportunities, and strengthen operational effectiveness.
Facilitate process-mapping sessions and workflow design discussions to improve business operations and scalability.
Gather business requirements and translate them into actionable system enhancements, reporting specifications, and process improvements.
Support strategic go-to-market initiatives across new customer acquisition, existing client expansion, retention, channel sales, and key account programs.
Contribute to forecasting improvements, executive KPI development, AI and automation initiatives, and revenue process standardization.
Advise on the optimization of key business platforms, including NetSuite, HubSpot, ConnectWise, Power BI, and other reporting and data systems.
Design and improve workflows across systems, collaborating with technical administrators to implement enhancements.
Ensure accurate and reliable data flows between platforms while identifying automation opportunities that reduce manual work.
Recommend system configurations, document business requirements, and evaluate new technologies that improve efficiency and reporting capabilities.
Protect and strengthen data integrity across revenue-related systems.
Partner with leadership to define KPIs, establish reporting standards, and develop executive dashboards.
Ensure stakeholders have access to reliable operational insights and performance metrics to support informed decision-making.
Help establish system ownership, governance frameworks, and consistent operational practices.

Requirements

~2 min read

The ideal candidate is analytical, process-oriented, and commercially minded, with experience improving business operations and managing revenue-related systems. You should be comfortable working with executive stakeholders, translating complex business challenges into scalable solutions, and supporting organizations through growth and transformation.

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 how revenue-generating organizations operate, including 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 other Professional Services Automation (PSA) platforms is required.
Strong business analysis, problem-solving, and process optimization skills.
Ability to translate business challenges and operational requirements into effective system solutions.
Strong communication and facilitation skills, including the ability to lead discussions and collaborate with executive leadership and cross-functional teams.
Experience supporting reporting, dashboards, and business performance analysis.
Experience with Power BI or similar business intelligence tools is preferred.
Understanding of data architecture, system integrations, and reporting frameworks is preferred.
Experience in a Managed Service Provider (MSP), SaaS, technology services, or recurring-revenue environment is preferred.
Previous Revenue Operations experience is an advantage.
Experience supporting organizations undergoing rapid growth, business transformation, or private equity ownership is beneficial.
Lean Six Sigma, ITIL, PMP, Prosci, or comparable certifications in process improvement, service management, project management, or change management are preferred.
Strong organizational skills, attention to detail, and the ability to manage multiple priorities effectively.