Revenue Operations Accountant

Two Circles; Greater London; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Discretionary bonus

Private healthcare

Lunch benefits

Gym membership support

Annual team events

Job summary

Two Circles is seeking an analytical Revenue Operations Accountant to join the Finance team in the UK. You will manage the Salesforce sales pipeline, enforce data integrity, and ensure accurate revenue recognition across systems.

The role requires 3+ years in related operations, strong Excel skills, and experience with Salesforce CRM. You will work with Sales, Legal and Finance to maintain compliant documentation and escalate discrepancies promptly.

Qualifications

• 3+ years experience in Sales Operations, Revenue Operations, Finance Operations, or a similar role.
• Excellent Excel and data analysis skills.
• Experience working with Salesforce CRM and cross-functional teams.

Responsibilities

• Maintain Salesforce pipeline data quality and integrity.
• Ensure opportunities have complete documentation to recognise revenue.
• Collaborate with Sales, Legal and Finance to obtain missing documents.
• Perform pipeline audits and resolve data discrepancies.
• Verify documentation aligns with contractual records before revenue recognition.
• Support adherence to CRM standards and governance across teams.

Skills

Attention to detail

Data accuracy

Multi-priority management

Communication skills

Team collaboration

Tools

Salesforce CRM

Microsoft Excel

Microsoft Office

Job description

• We’re looking for an analytical and detail-oriented Revenue Operations Accountant to join our Finance team and play an important role in supporting the sales-to-revenue process
• You’ll be responsible for maintaining the quality, accuracy, and integrity of the Salesforce sales pipeline, ensuring opportunities are complete, compliant, and supported by the correct commercial documentation to enable Finance to accurately and efficiently recognise revenue in the appropriate accounting systems
• Working closely with Sales, Finance, Legal, and Commercial teams, you’ll help ensure opportunities progress through the sales lifecycle with high-quality data, meet the company’s commercial governance requirements, and transition smoothly from a closed deal to recognised revenue
• Review opportunities to ensure required fields, stage progression, forecasts, and commercial information are complete and accurate
• Perform regular pipeline quality audits and proactively resolve data discrepancies
• Support sales teams in adhering to CRM standards and best practices
• Monitor pipeline hygiene and report on data quality issues
• Verify that all required commercial documentation has been completed before deals progress to revenue recognition
• Validate that Salesforce records align with executed contractual documentation
• Ensure executed contracts, statements of work, purchase orders, pricing approvals, and any supporting documentation are accurately recorded and stored
• Work closely with Sales, Legal, and Finance to obtain any missing documentation prior to handover
• Ensure commercial information is accurately transferred into the relevant accounting and finance systems
• Perform reconciliations between Salesforce and finance systems where required
• Ensure sales opportunities meet all operational and commercial governance requirements before they are handed over to Finance for invoicing and revenue recognition
• Help identify and resolve issues that could delay invoicing or revenue recognition

Success Measures

• High levels of Salesforce data accuracy
• Revenue opportunities handed over with complete and accurate documentation
• Minimise delays to invoicing and revenue recognition caused by data or documentation issues
• Timely completion of month-end and quarter-end revenue operations activities
• Deliver high levels of stakeholder satisfaction through accurate, timely, and reliable operational support

Benefits

• Renowned Team Days often throughout the year
• Discretionary Bonus based on company performance
• Performance Reviews every 6 months with discretionary salary increases
• Summer Away Days
• 23 standard days of holiday (+ 1 Birthday, +2 for a ‘Big Life Event’ and +1 Admin Day), closure of office over Christmas (plus Bank Holidays)
• Private healthcare (Vitality) and/or Health Care Plan (Medicash)
• Mobile phone contribution
• Sport Challenge contribution
• Gym membership contribution
• 2x annual kit drops
• Tickets to sporting events
• Lunch once a week, breakfast and continuous supply of snacks
• Private healthcare schemes
• Learning and Development opportunities, including certification in certain areas
• Cycle to work scheme

• Good working knowledge of Microsoft Excel and Microsoft Office
• Strong organisational skills with the ability to manage multiple priorities
• Comfortable working with documentation and following defined processes
• Excellent attention to detail and commitment to data accuracy
• 3+ years experience in Sales Operations, Revenue Operations, Finance Operations, or a similar role
• Strong communication skills and ability to work across multiple teams
• Experience working with Salesforce CRM