Bright

Revenue Operations Specialist

Bright

contract

Posted on:

Location Type: Hybrid

Location: Warwick • United Kingdom

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About the role

  • - Ensure 100% accuracy in deal data transfer between systems (HubSpot to TCRM)
  • - Validate all required fields are completed per product-specific checklists
  • - Process deal entries within 24 hours of HubSpot close notification
  • - Maintain detailed logs of all entries in the master tracking sheet
  • - Export and reconcile data from HubSpot, TCRM, and Maxio on a weekly basis
  • - Match deals across systems using subscription IDs and customer identifiers
  • - Flag discrepancies in amounts, dates, discounts or missing data within 24 hours of discovery
  • - Calculate and highlight any variance percentages
  • - Investigate root causes of mismatches (email changes, data entry errors, system issues)
  • - Escalate unresolved discrepancies to Revenue Operations & Sales with detailed context for resolution
  • - Track customer activation status for all BrightPay deals requiring TCRM sign-up
  • - Monitor 7, 30, 60, and 90+ day milestones for non-activated customers
  • - Trigger automated email sequences for customers at various stages
  • - Notify sales representatives of customers at various risk thresholds
  • - Flag deals for follow-up
  • - Update master tracking sheet with current activation status
  • - Maintain comprehensive notes in the Issues/Notes field for all flagged deals
  • - Update master tracking sheet daily with verification dates and status changes
  • - Provide weekly summary report of reconciliation results, discrepancies found, and resolution status
  • - Document process improvements and edge cases for team knowledge base
  • - Assist with month-end close processes and ARR reporting as needed

Requirements

  • - Bachelor's degree in Business, Finance, Accounting, or related field
  • - 2-4 years of experience in revenue operations, sales operations, or data analysis
  • - Advanced Excel/Google Sheets proficiency (VLOOKUP, INDEX-MATCH, pivot tables, conditional formatting)
  • - Experience working with CRM systems (HubSpot preferred, Salesforce acceptable)
  • - Exceptional attention to detail with ability to spot data inconsistencies
  • - Strong analytical and problem-solving skills
  • - Excellent written English communication skills for documentation and escalations
  • - Self-motivated and able to work independently with minimal supervision
  • - Process-oriented mindset with commitment to following documented procedures
Benefits
  • - Experience with billing systems (Maxio, Stripe, Zuora, or similar)
  • - Background in B2B SaaS revenue operations
  • - Familiarity with subscription revenue models and metrics (MRR, ARR, churn)
  • - Previous experience working with UK or European companies
  • - SQL or basic database query skills
  • - Commission calculation or sales compensation experience

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
data analysisExcelGoogle SheetsVLOOKUPINDEX-MATCHpivot tablesconditional formattingdata reconciliationdata entryprocess improvement
Soft skills
attention to detailanalytical skillsproblem-solving skillswritten communicationself-motivatedindependent workprocess-oriented mindset