Revenue Operations Analyst

Description

Concord Servicing is a leading loan-servicing company with more than three decades of experience delivering high-quality solutions for originators, lenders, and capital providers across consumer and commercial markets. In June 2025, we welcomed Orion First, a market-leading third-party servicer specializing in commercial loan and lease portfolios, to the Concord family. This integration positions us to offer a full-scope servicing platform: from consumer to commercial, from origination through payments, collections, data analytics, backup servicing, and business intelligence.

Our Mission

We exist to deliver exceptional servicing outcomes for our clients and borrowers by combining deep domain expertise, robust technology platforms, and a steadfast focus on compliance, risk management, and client service. With this expanded platform, we aim to be the go-to partner across the credit lifecycle for both consumer-finance and commercial/lease portfolios.

About the Role

Our team runs on HubSpot, Excel, and a dozen other systems that don't talk to each other. Your job is to connect them, build dashboards that actually get used, and surface insights that change how we forecast and sell.

This is not a chart-assembly role. You need to understand what the data means, spot anomalies, and explain why the pipeline forecast looks different from expected revenue. You'll work with AI tools, build calculations, and tell stories that executives can act on.

You report to the Director of Revenue Operations in the US. You'll work closely with sales leadership, implementations, and finance to build the reporting infrastructure that drives accountability across the organization.

Key Responsibilities

Dashboard development: Build and maintain dashboards in Power BI, Looker Studio, HubSpot, or Excel for pipeline, forecasting, and revenue reporting

Data integration: Connect HubSpot, Excel, and other source systems into unified reporting views; manage ETL processes and data quality

Data accuracy: Reconcile every figure to source before it reaches leadership; document assumptions and flag uncertainty explicitly

Forecasting support: Build pressure-tested revenue forecasts that reconcile closed deals to actual revenue recognition; track day-one revenue timing and variance

Pipeline analytics: Monitor deal velocity by product, stage conversion rates, and quarter-over-quarter activity trends

Customer health reporting: Track onboarding status, implementation timelines, and revenue seasoning across the portfolio

Executive reporting: Prepare board-ready reports and investor presentations with clean visualizations and accurate data

Data analysis: Interpret trends, identify gaps between forecast and actual, and recommend actions based on what the numbers show

Data integrity: Flag hygiene and integrity issues across source systems and work with the data hygiene team to resolve them

AI integration: Use Claude and similar tools to accelerate analysis, automate reporting workflows, and surface insights from large datasets

Requirements

3 to 5 years in revenue operations, sales operations, business intelligence, or analytics roles

Expert-level Excel skills including pivot tables, VLOOKUP/INDEX-MATCH, Power Query, complex formulas, and data modeling

Experience building dashboards in Power BI, Looker Studio, Tableau, or similar BI tools

HubSpot reporting experience (custom reports, deal pipelines, property configuration)

SQL proficiency for querying databases and building ad-hoc analysis

Strong analytical thinking that goes beyond building reports to interpreting what matters

Rigorous self-checking that reconciles before publishing and can source every number

Experience reconciling sales data to revenue recognition timelines

Ability to turn around ad-hoc reporting requests quickly without sacrificing accuracy

Executive presence to defend your methodology and tell the right story with data

Fluent English communication for working with US-based stakeholders

------ Please note that only resumes submitted in English will be considered. ------

Benefits

Grocery Vouchers

Internet Bonus

Medical Insurance

Life Insurance

Dental Insurance

Law Benefits