Operations Analyst – Data & Revenue Operations

HUB International • Berkeley Heights, NJ

23h • $60,000 - $80,000 • Remote

About The Position

The Operations Analyst – Data & Revenue Operations is an entry-level role at SPG Ancillary, a division of Specialty Program Group and a wholly owned subsidiary of HUB International. The role supports essential data operations, revenue reconciliation, production reporting, forecasting, and month-end activities. The analyst will handle operational tasks such as account lookups, content mapping updates, carrier reconciliation data entry, documentation, commission reconciliation, and production report support, enabling the team to focus on strategic analytics and process improvements.

The position works directly with the operations and leadership teams and offers hands-on exposure to SPG’s data architecture, carrier relationships, revenue operations, insurance operations, data governance, CRM administration, and business analytics support. As processes are refined, the analyst is expected to take ownership of running them. The role is intended for someone seeking to build a career in data or revenue operations.

This is a 100% remote position, working in the employee’s local time zone. Access to a local office may be available upon request. The expected salary range is $60,000–$80,000, plus a discretionary annual bonus. Compensation depends on factors including skills, experience, work location, business line, scope, and level.

Requirements

• Bachelor’s degree or higher.
• Detail-oriented, with a strong commitment to data accuracy and completeness.
• Proficiency in Microsoft Excel, including pivot tables and basic formulas.
• Experience with databases or data tools.
• Comfort working with CRM systems or willingness to learn Salesforce quickly.
• Strong organizational and time-management skills, with the ability to prioritize and meet deadlines.
• Effective communication skills, including the ability to document findings clearly and present data to non-technical stakeholders.
• Analytical mindset and curiosity about data and process improvement.
• Self-starter who can thrive with minimal oversight and is comfortable with ambiguity and continuous change in a fast-paced, startup-style environment.
• Ability to work 100% remotely and manage time independently.
• Team-oriented approach and willingness to support cross-functional initiatives.
• Interest in developing toward analytics, revenue operations, data governance, or operations leadership.

Nice To Haves

• One to two years of experience in operations, data entry, business analysis, finance, or a related role; preferred but not required.
• Comfort working with financial or commission data; exposure to revenue reconciliation or accounting concepts is a plus.

Responsibilities

• Look up account information and respond to account-specific questions.
• Update content mapping templates for lines of coverage and carriers as requested.
• Maintain reference and workflow documentation, including carrier contract updates as products and processes evolve.
• Support carrier reconciliation data entry.
• Perform data quality assurance and validation, including review of data inside and outside Salesforce.
• Cross-train to support QA testing and reporting of Salesforce configuration changes and process updates.
• Align data across multiple sources by managing file receipt, consolidation, cleanup, and necessary follow-up.
• Document and escalate known data concerns and progress blockers.
• Support organizational data governance by updating field mappings and update rules.
• Take ownership of established operational processes as they are refined.
• Provide leadership with feedback on operational improvement opportunities identified through day-to-day work.
• Procure carrier commission statements and provide them to the cash application resource; follow up with carriers when statements are missing or discrepancies arise.
• Log and reconcile monthly carrier commission revenue against carrier statements to support accurate, timely posting by carrier and client.
• Pull premium and commission figures from carrier statements to support contingent commission calculations.
• Maintain monthly accrual tracking, including reserves and intercompany payments, as part of revenue close; coordinate revenue share activity.
• Coordinate with the collections resource on commission variance and carrier follow-up inquiries and provide status updates to leadership.
• Handle tactical, ad hoc data pulls from finance and flag matters requiring leadership judgment.
• Audit the monthly production report for completeness and accuracy; flag missing carriers, late payments, transfers between other P&Ls, and posting errors, and coordinate discrepancy resolution with the cash application resource.
• Assist with production report updates reflecting producer compensation activity and maintain the list of producer-assigned accounts in collaboration with the team.
• Support onboarding of new carriers and clients into the production report structure, maintain consistent naming and data structure, obtain portal access, and collaborate on appointment and ACH paperwork.
• Maintain and update monthly revenue forecast models using guidance and methodology provided by leadership.
• Flag one-time or non-recurring payments for leadership review so they can be excluded from run-rate assumptions.
• Organize and document forecast assumptions for review and audit.
• Prepare month-end revenue summaries comparing actuals, budget, and forecast under manager review.
• Calculate and flag budget-to-actual variances by line for manager review.
• Help maintain month-over-month tracking of key revenue metrics for leadership reporting.
• Document data sources and calculation rationale for manual adjustments.
• Conduct the first-pass audit and review of BenAdmin invoices ahead of leadership approval.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance; FSA and HSA accounts; and 401(k) accounts, with eligibility varying by role and other factors.
• Competitive pay and retirement savings matching.
• Company-paid life and disability plans.
• Paid time off.
• Paid parental leave.
• Wellbeing program.
• Structured training, licensing support, and ongoing development opportunities.
• Eligible bonuses, equity, and commissions for some positions.
• Collaborative culture, community impact through HUB Gives, and opportunities for career growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level