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ApprovalMax is hiring a Revenue Operations Specialist to support growth across marketing, sales, customer success, finance, operations and support. You’ll improve internal processes, automate workflows, and deliver data-driven insights and dashboards that drive revenue and retention across the customer portfolio.
The role focuses on scaling revenue operations, optimizing CRM data integrity, and collaborating with cross-functional teams.
ApprovalMax 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 NetSuite 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.
This role is open to candidates based in either the UK or Toronto, Canada. For candidates based in Toronto, the role operates on a hybrid basis, with two days per week in our Toronto office.
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.
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.
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.