Responsible for customer servicing of tax and water accounts while ensuring high satisfaction levels. Handle inquiries and financial transactions related to municipal billing and collections.
About the role
- Revenue Operations Analyst connecting systems and driving insights on revenue forecasting. Collaborating with sales and finance teams at Concord Servicing for effective reporting infrastructure.
Responsibilities
- Dashboard development: Build and maintain dashboards in Power BI, Looker Studio, HubSpot, or Excel for pipeline, forecasting, and revenue reporting
- Data integration: Connect HubSpot, Excel, and other source systems into unified reporting views; manage ETL processes and data quality
- Forecasting support: Build pressure-tested revenue forecasts that reconcile closed deals to actual revenue recognition; track day-one revenue timing and variance
- Pipeline analytics: Monitor deal velocity by product, stage conversion rates, and quarter-over-quarter activity trends
- Customer health reporting: Track onboarding status, implementation timelines, and revenue seasoning across the portfolio
- Executive reporting: Prepare board-ready reports and investor presentations with clean visualizations and accurate data
- Data analysis: Interpret trends, identify gaps between forecast and actual, and recommend actions based on what the numbers show
- AI integration: Use ChatGPT and similar tools to accelerate analysis, automate reporting workflows, and surface insights from large datasets
Requirements
- 3 to 5 years in revenue operations, sales operations, business intelligence, or analytics roles
- Expert-level Excel skills: pivot tables, VLOOKUP/INDEX-MATCH, Power Query, complex formulas, and data modeling
- Experience building dashboards in Power BI, Looker Studio, Tableau, or similar BI tools
- HubSpot reporting experience (custom reports, deal pipelines, property configuration)
- SQL proficiency for querying databases and building ad-hoc analysis
- Strong analytical thinking: you don't just build reports, you interpret them and explain what matters
- Experience reconciling sales data to revenue recognition timelines
- Fluent English communication for working with US-based stakeholders.
Benefits
- Competitive Salary
- Grocery Tickets
- Medical Insurance
- Life Insurance
- Dental Insurance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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