Revenue Operations Analyst

Koble • Full-time • Lancaster, PA, US • 4m ago

About the Role
We’re seeking a detail-oriented and data-driven Revenue Operations Analyst to join our Finance & Accounting team. This role bridges Customer Success, Sales, and Finance, ensuring accurate deal data, timely renewals, and clear financial reporting. You’ll manage renewal opportunities for existing customer accounts, generate contracts, build key reports and dashboards, and assist with month-end and commission calculations. You’ll also play a key role in our migration from HubSpot to Salesforce, helping design and refine our CRM workflows to support ongoing revenue operations.

Location
Lancaster PA preferred, remote optional

Key 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.

Qualifications

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 Skills

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.

As a member of the Koble team, you'll receive:

Health coverage option for individual and family
Dental, vision, short-term and long-term disability options available
SIMPLE IRA plan

About Us
For 30+ years Koble has been leading the way for small to medium-sized enterprises to manage and grow their businesses. Our customers are the backbone of our communities - from manufacturing to equipment sales/services to distribution - and our team is passionate about working alongside them through ERP software and professional services to help them grow and flourish.

Our culture is built on the foundation of Christian values. We live this out by blessing our customers with our work, honoring each other, and building our communities.

Today we serve hundreds of businesses throughout US and Canada with a team of over sixty employees, and we're growing fast!

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