Koble · 2 months ago
Revenue Operations Analyst
Koble is a company that has been supporting small to medium-sized enterprises for over 30 years. They are seeking a detail-oriented and data-driven Revenue Operations Analyst to bridge Customer Success, Sales, and Finance, ensuring accurate deal data and timely renewals.
AccountingEnterprise Resource Planning (ERP)Software
Responsibilities
Create and manage renewal opportunities in the CRM for existing customer accounts
Generate and issue customer contracts for renewals and amendments in coordination with Customer Success and Sales
Maintain accurate deal data (values, terms, renewal dates) to support reporting and financial reconciliation
Collaborate with the Finance team to ensure all renewal data aligns with billing and revenue schedules
Assist with the CRM migration from HubSpot to Salesforce, including data validation and process documentation
Build and maintain reports and dashboards in Salesforce and Excel for Finance, Sales, and Customer Success
Support month-end close activities, including deal reconciliation and variance analysis
Assist with bonus and commission calculations based on Sales and CS performance
Help develop and document standard processes for renewals, contract tracking, and reporting
Qualification
Required
Bachelor's degree in business, Finance, Accounting, or related field (or equivalent experience)
2+ years of experience in sales operations, revenue operations, or financial analysis
Experience with Salesforce (preferred) and/or HubSpot
Advanced Excel skills, including pivot tables, lookups, and data modeling
Excellent attention to detail and organizational skills
Strong communicator who thrives in a cross-functional environment
Preferred
Familiarity with contract workflows or renewal management in a CRM
Experience supporting month-end close or revenue reporting
Understanding of commission or bonus calculation processes
Knowledge of CRM data governance and reporting best practices
Benefits
Health coverage option for individual and family
Dental, vision, short-term and long-term disability options available
SIMPLE IRA plan
Company
Koble
We are passionate about partnering with small businesses by providing an ERP platform and professional services to facilitate business growth because we believe the right systems lead to better business, more productive teams, and stronger communities