Senior Specialist, Revenue Operations

IT Solutions Consulting LLC • Remote - United States,

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About The Position

IT Solutions is seeking a highly analytical, process-oriented, and business-minded individual to optimize, scale, and improve the effectiveness of its revenue engine. The Senior Specialist will be an operational partner to the VP of Revenue Operations, helping pre- and post-sales teams improve client experience and value throughout the client lifecycle. The role focuses on identifying improvement opportunities, providing reliable data and reporting for faster cross-functional decisions, and supporting revenue opportunities that contribute to client growth and retention.

The position requires understanding how the business operates, identifying bottlenecks and opportunities, and designing scalable processes that promote growth, efficiency, visibility, and client satisfaction. The Senior Specialist will help answer business questions, implement process improvements, strengthen reporting and analytics, and ensure systems support the company's growth strategy. The role supports a more scalable revenue operating model, improved lifecycle performance visibility, reduced manual work through process design and automation, stronger cross-functional alignment, better executive decision-making, more reliable metrics, and operational improvements that support growth and profitability.

The role works with NetSuite, HubSpot, ConnectWise, Power BI at the business-user level, and other reporting and data platforms. It involves advising on lifecycle systems, improving cross-system workflows and data flows, protecting data integrity, supporting system configuration recommendations, evaluating technologies, and helping establish KPI definitions, reporting standards, system ownership, and governance.

Requirements

• At least 5 years of experience in Revenue Operations, Business Operations, Business Systems, Process Improvement, Sales Operations, or a related field.
• Experience working with ERP, CRM, PSA, or other business systems.
• Experience with NetSuite.
• Experience with HubSpot, Salesforce, or a similar CRM platform.
• Experience with ConnectWise or another PSA platform.
• 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.

Nice To Haves

• Experience in an MSP, SaaS, technology services, or recurring-revenue environment.
• Revenue Operations experience.
• Experience with Power BI or similar business intelligence tools.
• Understanding of data architecture, integrations, and reporting frameworks.
• Experience supporting organizations undergoing rapid growth, transformation, or private equity ownership.
• Lean Six Sigma, ITIL, PMP, Prosci, or comparable process improvement, service management, project management, or change management certification.

Responsibilities

• 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 identify expansion opportunities, upcoming renewals, churn risks, and process gaps.
• 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.
• Support strategic initiatives by researching, designing, and executing rollout activities, which may include communications, collateral, and training, in areas such as new-logo growth, existing-client expansion, retention, channel sales, top accounts, forecasting, executive KPIs, AI and automation, and revenue process standardization.
• Advise on client-lifecycle tools and systems to optimize operations and reporting in support of client growth, retention, and revenue operations goals.
• Design and improve workflows across systems, partnering with technical administrators to implement enhancements.
• Ensure data flows correctly between platforms and continually evaluate automation to reduce manual processes.
• Support system-configuration recommendations and business requirements.
• Evaluate technologies that may 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 so stakeholders can access the metrics needed for informed decisions.
• Help establish system ownership and governance models.

Benefits

• Rich medical and prescription plans.
• Dental and vision coverage.
• Paid holidays and flexible paid time off.
• 401(k) and 401(k) Roth with Safe Harbor matching.
• Stock Appreciation Rights.
• Company-paid life insurance and long-term and short-term disability insurance.
• Company-paid mental health support and financial wellness services.
• Flexible spending account for medical and dependent care.
• Health savings account option with a compatible medical plan.
• Company-paid training, materials, and exams.
• Performance-based bonuses.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed