Revenue Operations Specialist

Posted 18 Days Ago
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Hiring Remotely in Toronto, ON
In-Office or Remote
Mid level
Software
The Role
The Revenue Operations Specialist will optimize internal processes, collaborate with departments, analyze data, and recommend improvements to drive revenue growth.
Summary Generated by Built In
Company Description

About ApprovalMax

ApprovalMax is award-winning B2B software used by businesses around the world to approve bills and expenses. It streamlines the approval process for decision-makers by replacing paper and email approvals with automated workflows. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for approvers and finance teams. The company is globally recognized and has won’ Xero App Partner of the Year’ four times since 2020 in different countries.

Job Description

As the Revenue Operations Specialist, you will play a crucial role in driving revenue growth and optimizing internal processes for the revenue department. 

Reporting directly to the Revenue Operations Manager, you will collaborate closely with the System Administrator to scale the process and operations arm of the revenue team. The role will partner closely with key stakeholders in marketing, sales, customer success, operations, finance, and customer support teams. This teammate will work primarily in the HubSpot CRM environment, as well as in any integrated tools. 

Key Responsibilities:

Process Optimization:

  • Analyse existing business processes across marketing, sales, and customer success teams to identify bottlenecks, inefficiencies, and areas for improvement in these processes. 
  • Collaborate with stakeholders to understand process improvement requirements and propose solutions for streamlining and enhancing productivity via automation.
  • Partner with other RevOps teammates to drive and deliver process improvements in CRM and integrated programs. 

Cross-Functional Collaboration:

  • Proactively facilitate cross-functional work to propose projects, discuss findings, share recommendations, and align action plans.
  • Work closely with the Revenue Operations Manager, System Administrator, and key stakeholders from different departments to gather input and insights.

Insights and Recommendations:

  • Translate data analysis into actionable insights and recommendations for driving revenue growth and operational excellence.
  • Identify trends, patterns, and anomalies to uncover insights related to revenue generation, customer behavior, and operational efficiency.
  • Prepare reports, presentations, and dashboards to communicate findings and recommendations to senior leadership and relevant stakeholders.
  • Monitor and track the implementation of recommended changes to measure the impact on key performance metrics.

Continuous Improvement:

  • Stay informed about industry best practices, emerging trends, and technological advancements in revenue operations and business analysis.
  • Identify opportunities for process improvement and contribute to the development of scalable solutions.
  • Proactively manage data infrastructure and automation in CRM and integrated systems to improve data integrity, propose improvements to assessing customer-facing work, and design business processes that can be measured and managed. 

Qualifications

  • Proven experience as a specialist on Revenue Operations, Sales Operations, or Marketing Operations teams, preferably in a SaaS or FinTech environment.
  • Experience working with sales and marketing data, understanding their metrics, KPIs, processes, and functionalities to derive insights and drive revenue growth effectively.
  • Deep experience with CRM and marketing automation systems ( HubSpot) and other integrated tools (scheduling, calling, sequencing, data enrichment, etc.).
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively across teams and influence decision-making.
  • Detail-oriented mindset with a focus on continuous improvement and problem-solving.
  • Prior work driving project management and stakeholder alignment across different departments and levels. 
  • Previous experience managing relationships with key vendors for CRM-integrated tools. 

This role offers an exciting opportunity to drive strategic initiatives and make a meaningful impact on revenue growth and operational efficiency within our organization. If you are a proactive and analytical individual with a passion for data-driven decision-making, we encourage you to apply.

Additional Information

What we offer:

  • Growing international business with 10,000+ subscribers
  • Regular performance-based compensation reviews
  • 26 days paid time off
  • 1 additional day off for your Birthday
  • Remote office assistance
  • Service years recognition financial reward

Top Skills

Hubspot
Oracle Netsuite
Quickbooks Online
Xero
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The Company
HQ: London
125 Employees
Year Founded: 2016

What We Do

ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and NetSuite to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team.

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