Concertiv · 1 day ago
Revenue Operations Specialist
NYC Metro Area
Full-time
Hybrid
Entry, Mid Level
2+ years expConcertiv is a vendor management platform that provides curation, contract management, managed services, and business insights for asset managers and professional services firms. They are seeking a Revenue Operations Analyst to enhance data-driven decision-making across multiple teams and to maintain data integrity while driving scalable revenue growth.
AnalyticsConsultingFinancial ServicesInformation ServicesInsuranceProcurement
Responsibilities
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
Qualification
Required
2–5 years in Revenue Operations, Business Operations, Salesforce Administration, or a similar data-driven GTM role
Proficiency in Salesforce administration
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
Bachelor's degree in Business, Engineering, Economics, or related field
Highly analytical, process-oriented, and comfortable balancing detail with big-picture strategy
Excellent communication skills and a collaborative approach
Preferred
Admin certification preferred
Experience in SaaS, financial services, or consulting a plus
Benefits
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
Company
Concertiv
Transforming Operational Challenges into Strategic Advantages
51-200 employees
H1B Sponsorship
Concertiv has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (3)
Funding
Current Stage
Growth StageTotal Funding
$10.09MKey Investors
Long Arc Capital
2022-05-12Series Unknown· $3.48M
2021-03-23Private Equity
2019-03-14Series Unknown· $6.62M
Leadership Team
Priya Iyer
CEO and Board Member
Audra Ryan
Chief Financial Officer
Recent News
Middle Market Growth
2024-05-04
Company data provided by crunchbase