Senior Specialist, Revenue Operations

Description

Job Summary:

IT Solutions is seeking a highly analytical, process-oriented, and business-minded individual to drive the optimization, scalability, and operational effectiveness of our revenue engine. This role will serve as an operational partner to the VP of Revenue Operations and will focus on driving opportunities in the way pre-and-post sales teams elevate and grow client experience and value throughout the entire client lifecycle. This role will play a critical role in finding improvement opportunities, delivering consistent and reliable data reporting that empowers the cross-functional teams to make quicker decisions within our client delivery, and drive additional revenue opportunities that result in client growth and retention. The ideal candidate combines strong business process expertise with practical experience in platforms such as NetSuite, HubSpot, and ConnectWise.

The primary focus of this role is understanding how the business operates, identifying opportunities for improvement, and designing scalable processes that drive growth, efficiency, visibility, and client satisfaction. This individual will help answer critical business questions, uncover operational bottlenecks, implement process improvements, improve reporting and analytics, and ensure that our systems support the company's growth strategy.

Success in this role will ultimately:

• Help create a more scalable revenue operating model.
• Improve visibility into performance across the client lifecycle.
• Reduce manual work through better process design and automation.
• Improve alignment across Sales, Marketing, Service Delivery, Client Success, and Finance.
• Strengthen reporting and executive decision-making capabilities.
• Increase confidence in the accuracy and consistency of business metrics.
• Identify and implement operational improvements that support growth and profitability.

This role is ideal for someone who enjoys getting into the details of how a business operates while maintaining a strategic perspective on how to improve performance and scale.

Responsibilities:

Client Growth & Retention Sales Operations

• Provide sales operations support for upsell, cross-sell, renewals, and churn-reduction activities.
• Maintain accurate account, opportunity, renewal, product, and activity data in HubSpot and other revenue systems.
• Prepare and maintain account lists, renewal trackers, dashboards, and recurring reports for Sales, Client Success, and leadership.
• Support workflows, task queues, notifications, follow-up activities, and cross-functional handoffs for expansion, renewal, and at-risk client opportunities.
• Compile and review data to help identify expansion opportunities, upcoming renewals, churn risks, and process gaps.

Cross-Functional Business Partnership

• Partner with department leaders to understand operational challenges and improvement opportunities.
• Facilitate process mapping sessions and workflow design discussions.
• Gather business requirements and translate them into actionable system and reporting requirements.
• Serve as a trusted advisor on operational effectiveness and organizational scale.

Revenue Operations Initiatives

• Support strategic initiatives through activities that could include researching, designing, and executing the rollout of initiative actions, which could include communications, collateral, and training, within the following areas GTM areas:
• New logo growth programs
• Existing client expansion programs
• Client retention initiatives
• Channel sales operations
• Top Account programs
• Forecasting improvements
• Executive KPI development
• AI and automation initiatives
• Revenue process standardization

Revenue Systems Management & Reporting

• Serve as an advisor of key client lifecycle tools and systems to drive optimization across all and insightful reporting to support client growth & retention and revenue ops goals and deliverables. The systems include:
• NetSuite
• HubSpot
• ConnectWise
• Power BI (business user level)
• Reporting and data platforms
• Responsible for designing and improving workflows across systems and partnering with technical administrators to implement enhancements.
• Accountable to ensure data flows correctly between platforms, and continuously evaluating automation capabilities to reduce manual processes.
• Supports system configuration recommendations and business requirements.
• Evaluates new technologies that improve efficiency and reporting capabilities.
• Protect and enhance data integrity across revenue-related systems.
• Partner with leadership to develop KPI definitions and reporting standards.
• Support executive dashboards and operational reporting, ensuring the right stakeholders have visibility into the key metrics needed to make informed decisions
• Help establish system ownership and governance models.

Requirements

Knowledge, Skills, Abilities:

• Demonstrated experience leading business process redesign initiatives.
• Strong understanding of how revenue-generating organizations operate.
• Excellent business analysis and problem-solving skills.
• Strong communication and facilitation skills.
• Ability to work effectively with executive leadership and cross-functional teams.
• Demonstrated success translating business problems into operational solutions.

Experience

Required Experience:

• 5+ years of…