Revenue Operations Specialist

The Bluebird Group; Minneapolis (MN); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Minneapolis, MN seeks a Revenue Operations/Finance specialist to support NetSuite and HubSpot environments, ensuring accurate revenue recognition, reporting, and data integrity across CRM and ERP systems.

You will partner with Accounting, FP&A, and Sales to analyze trends, produce management reports, and drive process improvements in a fast-paced, growing organization.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Experience in accounting, finance, revenue operations, business analysis, or related fields preferred.
• Experience supporting reporting, reconciliations, financial analysis, or business operations preferred.
• Experience working with cross-functional teams in a fast-paced environment preferred.
• Experience with professional services revenue recognition preferred.
• Retail industry experience preferred.
• Experience with NetSuite preferred.
• Experience with HubSpot or similar CRM platforms preferred.
• Experience supporting automation, systems integrations, or process improvement initiatives preferred.
• Strong analytical and problem-solving abilities.
• Excellent written and verbal communication skills.
• Strong attention to detail and commitment to accuracy.
• Advanced proficiency with Microsoft Excel and financial reporting tools
• Ability to analyze data, identify trends, and make recommendations
• Strong organizational skills and ability to manage multiple priorities
• Comfortable working in evolving environments and navigating ambiguity
• Ability to identify process improvements and drive continuous improvement initiatives
• Ability to travel occasionally to other Bluebird offices as needed (less than 10%)

Responsibilities

• Support client setup and account maintenance within NetSuite
• Create and maintain sales orders to support accurate revenue recognition, reporting, and analysis
• Partner with accounting and operations teams to ensure revenue-related data is complete and accurate
• Support revenue processes while maintaining controls and documentation
• Prepare recurring revenue reports, variance analysis, and business performance summaries
• Analyze revenue trends and provide insights for cross-departmental decision-making
• Perform client account analysis and reconciliations
• Support management reporting and ad hoc analysis requests
• Monitor data quality and improve reporting accuracy and efficiency
• Assist with month-end close activities, including journal entries, reconciliations, and financial reporting support
• Ensure revenue-related accounting activities are accurate and compliant with company policies and accounting standards
• Support administration and enhancement of NetSuite, HubSpot, and related business systems
• Maintain data integrity across CRM, ERP, and reporting platforms
• Identify workflow streamlining and operational efficiency opportunities
• Assist with automation tools and process improvement initiatives
• Support testing, documentation, and adoption of systems and enhancements
• Partner with Sales, Operations, Accounting, FP&A, and Accounts Receivable teams
• Communicate findings, recommendations, and process updates to stakeholders
• Support projects that improve workflows, reporting, and business performance
• Assist with special projects and evolving business initiatives

Skills

NetSuite

HubSpot

Revenue Operations

Financial Analysis

Data Quality Monitoring

Sales Order Management

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

NetSuite

HubSpot

CRM Platforms

ERP Systems

Financial Reporting Tools

Job description

• Support client setup and account maintenance within NetSuite
• Create and maintain sales orders to support accurate revenue recognition, reporting, and analysis
• Partner with accounting and operations teams to ensure revenue-related data is complete and accurate
• Support revenue processes while maintaining controls and documentation
• Prepare recurring revenue reports, variance analysis, and business performance summaries
• Analyze revenue trends and provide insights for cross-departmental decision-making
• Perform client account analysis and reconciliations
• Support management reporting and ad hoc analysis requests
• Monitor data quality and improve reporting accuracy and efficiency
• Assist with month-end close activities, including journal entries, reconciliations, and financial reporting support
• Ensure revenue-related accounting activities are accurate and compliant with company policies and accounting standards
• Support administration and enhancement of NetSuite, HubSpot, and related business systems
• Maintain data integrity across CRM, ERP, and reporting platforms
• Identify workflow streamlining and operational efficiency opportunities
• Assist with automation tools and process improvement initiatives
• Support testing, documentation, and adoption of systems and enhancements
• Partner with Sales, Operations, Accounting, FP&A, and Accounts Receivable teams
• Communicate findings, recommendations, and process updates to stakeholders
• Support projects that improve workflows, reporting, and business performance
• Assist with special projects and evolving business initiatives

Requirements

• Bachelor's degree in Accounting, Finance, or a related field
• Experience in accounting, finance, revenue operations, business analysis, or related fields preferred
• Experience supporting reporting, reconciliations, financial analysis, or business operations preferred
• Experience working with cross-functional teams in a fast-paced environment preferred
• Experience with professional services revenue recognition preferred
• Retail industry experience preferred
• Experience with NetSuite preferred
• Experience with HubSpot or similar CRM platforms preferred
• Experience supporting automation, systems integrations, or process improvement initiatives preferred
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Strong attention to detail and commitment to accuracy
• Advanced proficiency with Microsoft Excel and financial reporting tools
• Ability to analyze data, identify trends, and make recommendations
• Strong organizational skills and ability to manage multiple priorities
• Comfortable working in evolving environments and navigating ambiguity
• Ability to identify process improvements and drive continuous improvement initiatives
• Ability to travel occasionally to other Bluebird offices as needed (less than 10%)

Core Competencies

Demonstrates expertise in revenue operations, financial analysis, and reporting, with a strong focus on data integrity and process improvement. Proficient in utilizing NetSuite and HubSpot to support client account management and enhance operational efficiency.

Highest-signal resume keywords

• NetSuite Experience
• Financial Reporting Support
• Revenue Recognition
• Data Analysis
• Process Improvement Initiatives

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Reconciliations
• Sales Order Management
• Variance Analysis
• Revenue Reporting
• Accounting Standards Compliance
• Data Quality Monitoring
• Automation Tools
• Microsoft Excel Proficiency
• Business Performance Summaries

Soft Skills

• Analytical Abilities
• Problem-Solving Skills
• Attention to Detail
• Organizational Skills
• Communication Skills

Industry Keywords

• Revenue Operations
• Retail Industry Experience
• Cross-Functional Team Collaboration
• Month-End Close Activities
• Workflow Streamlining

Tools & Technologies

• NetSuite
• HubSpot
• CRM Platforms
• ERP Systems
• Financial Reporting Tools