Revenue Operations Specialist

ApprovalMax; United Kingdom; Hybrid; GBP 54,000 - 66,000; Full time

Benefits offered by this job

Healthcare: Fully funded healthcare

Home Office Setup: £500 reimbursement

Annual Leave: 26 days + 1 birthday

Performance-based reviews

Job summary

ApprovalMax is seeking a Revenue Operations Specialist to accelerate revenue growth by improving internal processes and automation across marketing, sales, customer success, finance and operations. You'll partner with stakeholders to optimize CRM workflows, reporting and data integrity while scaling revenue operations across the business.

You will own cross-functional data gathering, build actionable insights, and deliver dashboards and recommendations that drive retention and growth across a

Qualifications

• Bachelor’s degree in Business Administration, Economics, Finance, Marketing, or equivalent experience.
• Deep experience with HubSpot as a CRM, including custom objects, dashboards and reporting, and building/test­ing complex workflows.
• 2+ years of experience in a high-growth SaaS or consulting environment, ideally with revenue operations experience.
• Strong written and verbal communication skills with ability to document logic for technical and non-technical stakeholders.
• Analytical mindset with ability to interpret complex datasets and generate actionable insights.
• Experience with revenue tools including Clay, Attention, Intercom, BI tools, SQL and AI.
• Comfort navigating ambiguity with a proactive, improvement-driven mindset.

Responsibilities

• Process Building and Cross-Functional Collaboration with commercial stakeholders such as customer success and support leadership.
• Define requirements and implement scalable, automated revenue operations solutions.
• Scale existing processes, identify inefficiencies and bottlenecks, and drive improvements.
• Collaborate to maintain an integrated revenue operations motion across CRM and other tools.
• Gather data from multiple sources (CRM, sales/marketing tools, databases) and consolidate insights.
• Develop reports, dashboards and presentations for the commercial team and leadership.
• Track impact of changes against KPIs and stay updated on industry best practices and new technologies.
• Maintain data integrity and reporting structures to support decision-making.

Education

Bachelor’s degree in Business Administration, Economics, Finance, Marketing, or equivalent experience

Tools

HubSpot CRM

SQL

BI tools

Intercom

Clay

Attention

Job description

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.

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.
• 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 HubSpot as a CRM, with the ability to work with custom objects, dashboards and reporting, and to build, test and troubleshoot complex workflows (HubSpot 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 £60,000 base salary + variable bonus, dependent on experience and location.
• Healthcare: Fully funded healthcare cover.
• Home Office Setup: One-off £500 reimbursement following successful completion of probation.
• Annual Leave: 26 days of paid time off + 1 day birthday leave.
• Regular performance-based compensation reviews.
• Growing international business with 20,000+ subscribers.