Revenue Operations Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of yearly revenue planning and monthly forecasting for enterprise clients.

• Create growth scenario models to assess upsell opportunities, pricing elasticity, and simulate churn risks.

• Perform margin analysis segmented by customer category and service tier.

• Develop and uphold lead-to-cash workflows for renewals and expansions using HubSpot.

• Oversee forecasting processes and govern opportunity stages.

• Collaborate with the Deal Desk on non-standard renewal pricing and contract terms.

• Document workflows and facilitate cross-functional transitions among Sales, Account Management, and Customer Success teams.

• Construct and maintain executive Power BI dashboards that monitor pipeline health, retention rates, productivity, and KPI governance.

• Define key metrics, data dictionaries, and the reporting schedule.

• Act as the subject matter expert for HubSpot Revenue Operations.

• Implement AI-driven workflow orchestration within HubSpot.

• Utilize Power BI for predictive modeling, churn probability analysis, customer lifetime value assessment, and integration of datasets.

• Connect Account teams and Customer Success through data-driven revenue analysis.

⛳️ Requirements

• Minimum of 5 years in Revenue/Sales Operations; experience in B2B/SaaS is preferred.

• Advanced proficiency in HubSpot, including custom reports, workflow automation, deal pipeline management, and property creation.

• Demonstrated experience with Power BI, including DAX, data modeling, paginated reports, embedded dashboards, and business insights.

• Strong Excel capabilities for ad-hoc modeling and scenario analysis.

• Experience with forecasting, retention metrics, and executive-level presentations.

• Ability to distill complex data into simple, actionable narratives.

• Aptitude for identifying risks before they arise.

• Willingness to work in a collaborative team environment, bridging the priorities of Account Managers, Customer Success Managers, and Executive Leadership Teams.

• Must possess the current and ongoing legal right to work in the United States without restrictions or expiration.

🏝️ Benefits

• Supportive and collaborative workplace.

• Emphasis on work-life balance.

• Opportunities for professional development.

• Potential for technical and personal growth.

• Flexible workplace arrangements.