Revenue Operations Specialist

Revenue Operations Specialist – 6 Month Contract

At Bright, we create cutting‑edge software for accounting, payroll, tax, and practice management, supported by a team of talented individuals who are passionate about making a difference. Together, we lead the industry with innovative solutions and unparalleled customer support.

Department: Revenue Operations
Location: Warwick, England

We’re all about creating opportunities for businesses to succeed—and for you to shine. Join us, and be part of a supportive, collaborative team that values your voice and contributions.

• System Management
  • Ensure 100% accuracy in deal data transfer between systems (Hub Spot to TCRM)
  • Validate all required fields are completed per product‑specific checklists
  • Process deal entries within 24 hours of Hub Spot close notification
  • Maintain detailed logs of all entries in the master tracking sheet
• Weekly Reconciliation & Data Verification
  • Export and reconcile data from Hub Spot, 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
• Customer Activation Monitoring
  • Track customer activation status for all Bright Pay 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
• Documentation & Reporting
  • 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

• 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 (Hub Spot 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

• 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

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