Revenue Operations Specialist

Company Description: Approval. Max is award-winning B2B software used by businesses around the world to optimize their money-out processes. It streamlines the approval process for decision-makers by replacing paper and email approvals with automated workflows, and integrates seamlessly with platforms such as Xero, QuickBooks Online, and Oracle Net.

Suite to unlock powerful efficiencies for approvers and finance teams. The company is globally recognized, trusted by over 20,000 businesses globally, a 2026 G2 Leader with 4.8/5 rating and has won ‘Xero App Partner of the Year’ multiple times since 2020 in different countries. As a Revenue Operations Specialist , you will support revenue growth and improve internal processes across the business.

Reporting to the Revenue Operations Manager, you’ll play a key role in advancing our revenue operations motion and collaborating with key stakeholders across marketing, sales, customer success, finance, operations and support. The primary focus on scaling our customer success and support processes and automations, delivering insights and recommendations that drive revenue growth and retention across our customer portfolio.

Key Responsibilities

Process Building and Cross-Functional Collaboration Partner with commercial stakeholders, notably customer success and support leadership to define requirements and propose and implement scalable, automated solutions. Continue to scale existing revenue operations processes, proactively identifying inefficiencies, bottlenecks, and opportunities for improvement.

Work closely with teammates to implement improvements across both the CRM and other revenue tools to maintain an integrated revenue operations motion. Insights & Recommendations Partner with cross-functional teams to gather and consolidate relevant data across multiple sources, including CRM systems, sales tools, marketing automation platforms, and other databases.

Leverage data-driven findings to propose actionable recommendations that support revenue growth and operational excellence. Develop reports, dashboards, and presentations for commercial team members and leadership. Track and measure the impact of implemented changes against key performance indicators. Continuous Improvement Stay up to date with industry best practices, emerging trends, and new technologies within revenue operations.

Identify and action opportunities for continuous internal process improvement and scalability within the revenue operations team. Maintain and enhance CRM data integrity, reporting structures, and data infrastructure to support better decision-making and performance tracking.

Requirements

Bachelor’s degree in Business Administration, Economics, Finance, Marketing, or equivalent experience. Deep experience with Hub. Spot as a CRM, with the ability to work with custom objects, dashboards and reporting, and to build, test and troubleshoot complex workflows (Hub. Spot certifications preferred). 2+ years of experience working in a high growth setting, ideally within SaaS or consulting environment, with a preference for formal revenue operations experience Thoughtful written and verbal communication skills, capable of documenting logic clearly and working with both technical and non-technical stakeholders.

Analytical mindset, with the ability to interpret complex datasets and generate actionable insights. Interest (and/or experience) working with different revenue tools, including Clay, Attention, Intercom, BI tools, SQL and AI Comfort navigating ambiguity and changing priorities, with a proactive, problem-solving mindset and a focus on continuous improvement.

What we Offer

Salary: Up to CAD $95,000 base salary + variable bonus, dependent on experience. Fully funded Sterling Healthcare Plan. Pension: 6% employer contribution to the Canada Pension Plan (CPP). Health & Wellbeing: Health & Wellbeing Benefit Stipend. Home Office Setup: One-off £500 reimbursement (CAD equivalent) following successful completion of probation.

Annual Leave: 26 days of paid time off + 1 day birthday leave. Service-years recognition financial reward. Growing international business with 20,000+ subscribers.