About this role
Accountabilities: 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 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. Benefits Comprehensive medical and prescription coverage. Dental and vision insurance. Paid holidays and flexible paid time off. 401(k) and Roth 401(k) plans with Safe Harbor matching contributions. Stock Appreciation Rights. Company-paid life insurance. Company-paid short-term and long-term disability insurance. Company-funded mental health support and financial wellness services. Flexible Spending Accounts (FSA) for medical and dependent care expenses. Health Savings Account (HSA) option with an eligible medical plan. Company-paid professional training, learning materials, and certification examinations. Performance-based bonuses. Fully remote work arrangement within the United States. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
- LOCATION
- Remote · US, United States
- WORK MODE
- Remote
- JOB TYPE
- Full-time
- POSTED
- Oct 30, 2026
Source: Jobgether Careers