Department: Revenue Operations
Location: Warwick
Description
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.
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.
Why join us?
We believe in empowering people to grow professionally while maintaining balance in their lives. At Bright, you’ll work in a dynamic, inclusive environment that supports your personal and career aspirations.
The Opportunity
The Revenue Operations Specialist will play a critical role in ensuring data integrity and accuracy across our revenue systems (HubSpot, TCRM, and Maxio). This position will be the central point for managing deal entries, conducting weekly reconciliations, and maintaining our bookings-to-ARR tracking framework.
The ideal candidate will be detail-oriented, process-driven, and capable of working independently across multiple systems to prevent revenue leakage and commission errors.
Key Responsibilities
System Management- Ensure 100% accuracy in deal data transfer between systems (HubSpot to TCRM)
- Validate all required fields are completed per product-specific checklists
- Process deal entries within 24 hours of HubSpot close notification
- Maintain detailed logs of all entries in the master tracking sheet
Weekly Reconciliation & Data Verification- Export and reconcile data from HubSpot, 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 BrightPay 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
Required Skills & Qualifications
- 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 (HubSpot 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
Nice To Have
- 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
