CareerPlan

Senior Specialist, Revenue Operations

Remote - United States, United StatesFull-time2026-10-29 → 2026-11-10

Core

Drive the optimization, scalability, and operational effectiveness of the revenue engine for a Managed Service Provider (MSP) serving small and mid-market businesses.

Role type

Senior Specialist, Revenue Operations

Builds

Scalable revenue operating model, automated workflows, and executive dashboards for client growth and retention.

Domain

IT Services / Managed Service Provider (MSP)

Required skills

Business process redesign, Revenue Operations, ERP/CRM/PSA systems, NetSuite, HubSpot, ConnectWise, Power BI, Data integrity, KPI development

Preferred skills

MSP/SaaS environment experience, Lean Six Sigma, ITIL, PMP, Prosci, Data architecture, Private equity transformation experience

Technologies

NetSuite, HubSpot, ConnectWise, Power BI, Salesforce

Responsibilities

Maintain accurate account and opportunity data in HubSpot; Prepare renewal trackers and dashboards for leadership; Partner with department leaders to map processes and design workflows; Support GTM initiatives including new logo growth, expansion, and channel sales; Design and improve workflows across systems to reduce manual processes; Develop executive KPIs and reporting standards.

Seniority

Senior, hands-on IC