What are the responsibilities and job description for the Revenue Operations Specialist position at Concertiv?
Revenue Operations Analyst
Location: New York, NY (Hybrid) – 4 days in office, 1 Remote
Team: Go To Market
Reports to: VP, Customer Success and Account Management & CRO
About the Role
We’re looking for a versatile and analytical Revenue Operations Analyst to accelerate data-driven decision-making across our Client Success, New Business, Finance, and Operations teams.
This role sits at the center of our go-to-market (GTM) engine responsible for maintaining data integrity, improving forecasting accuracy, optimizing Salesforce processes, and driving scalable revenue growth through better systems, analytics, and insights.
If you thrive on connecting the dots between data, process, and strategy, this role offers an opportunity to build the infrastructure that powers a fast-growing enterprise services business.
What You’ll Do
- Own GTM Analytics & Insights: Develop and maintain core dashboards (Power BI, Salesforce, Excel) to monitor pipeline health, bookings, retention, and revenue performance. Translate trends into actionable insights for leadership.
- Drive Forecast Accuracy: Partner with Client Success and New Business leadership to refine forecasting processes, pipeline stages, and renewal visibility. Automate and streamline reporting across teams.
- Optimize Salesforce & CRM Processes: Serve as a Salesforce power user and administrator managing workflows, validation rules, and data hygiene to improve usability, adoption, and data quality.
- Integrate Data Across Systems: Collaborate with Finance and Operations to align CRM, ERP, and billing data for accurate revenue recognition and forecasting.
- Advance Automation & Scalability: Identify and implement process improvements to eliminate manual work, strengthen GTM alignment, and support scale.
- Champion Data Governance: Maintain consistent definitions for key metrics (ARR, renewal rate, CAC, NRR, etc.) and ensure alignment across dashboards, systems, and leadership reporting.
What You’ll Bring
- Experience: 2–5 years in Revenue Operations, Business Operations, Salesforce Administration, or a similar data-driven GTM role (experience in SaaS, financial services, or consulting a plus).
- Technical Skills:
- Proficiency in Salesforce administration (Admin certification preferred)
- Experience building dashboards in Power BI, Tableau, or similar BI tools
- Working knowledge of SQL (for data validation and ad-hoc analysis)
- Familiarity with CRM and GTM tools such as HubSpot, Outreach, Gong, or LeanData
- Education: Bachelor’s degree in Business, Engineering, Economics, or related field.
- Mindset: Highly analytical, process-oriented, and comfortable balancing detail with big-picture strategy. Excellent communication skills and a collaborative approach.
Who Will Love This Job
- A Connector: You enjoy working across Sales, Success, Finance, and Ops to improve how the business runs.
- A Builder: You take initiative to create repeatable, scalable systems and reports that simplify complex work.
- A Data Translator: You turn raw data into narratives that drive strategic decisions.
- A Problem Solver: You see inefficiencies and proactively design better ways to work.
Why Concertiv
Concertiv is a vendor management platform that provides curation, contract management, managed services, and business insights for asset managers, professional services firms, and their key suppliers. Our current focus areas include Data, Technology, and Travel.
We are a hard-working, tight-knit, and creative team that values collaboration, personal accountability, and integrity. If you want to build scalable systems that power client value and revenue growth, we’d love to meet you.
Benefits
- Competitive compensation and performance-based upside
- Comprehensive health, dental, and vision coverage
- 401(k) with company contribution
- Hybrid work flexibility
- Opportunity to shape the RevOps foundation of a high-growth business