Revenue Operations Lead
Concord Servicing
Revenue Operations Analyst
Concord Servicing· Strategy & Marketing
About this role
Concord Servicing is a leading loan-servicing company with more than three decades of experience delivering high-quality solutions for originators, lenders, and capital providers across consumer and commercial markets. In June 2025, we welcomed Orion First, a market-leading third-party servicer specializing in commercial loan and lease portfolios, to the Concord family. This integration positions us to offer a full-scope servicing platform: from consumer to commercial, from origination through payments, collections, data analytics, backup servicing, and business intelligence.
Our Mission
We exist to deliver exceptional servicing outcomes for our clients and borrowers by combining deep domain expertise, robust technology platforms, and a steadfast focus on compliance, risk management, and client service. With this expanded platform, we aim to be the go-to partner across the credit lifecycle for both consumer-finance and commercial/lease portfolios.
About the Role
Our team runs on HubSpot, Excel, and a dozen other systems that don't talk to each other. Your job is to connect them, build dashboards that actually get used, and surface insights that change how we forecast and sell.
This is not a chart-assembly role. You need to understand what the data means, spot anomalies, and explain why the pipeline forecast looks different from expected revenue. You'll work with AI tools, build calculations, and tell stories that executives can act on.
You report to the Director of Revenue Operations in the US. You'll work closely with sales leadership, implementations, and finance to build the reporting infrastructure that drives accountability across the organization.
Key Responsibilities
- Dashboard development: Build and maintain dashboards in Power BI, Looker Studio, HubSpot, or Excel for pipeline, forecasting, and revenue reporting
- Data integration: Connect HubSpot, Excel, and other source systems into unified reporting views; manage ETL processes and data quality
- Data accuracy: Reconcile every figure to source before it reaches leadership; document assumptions and flag uncertainty explicitly
- Forecasting support: Build pressure-tested revenue forecasts that reconcile closed deals to actual revenue recognition; track day-one revenue timing and variance
- Pipeline analytics: Monitor deal velocity by product, stage conversion rates, and quarter-over-quarter activity trends
- Customer health reporting: Track onboarding status, implementation timelines, and revenue seasoning across the portfolio
- Executive reporting: Prepare board-ready reports and investor presentations with clean visualizations and accurate data
- Data analysis: Interpret trends, identify gaps between forecast and actual, and recommend actions based on what the numbers show
- Data integrity: Flag hygiene and integrity issues across source systems and work with the data hygiene team to resolve them
- AI integration: Use Claude and similar tools to accelerate analysis, automate reporting workflows, and surface insights from large datasets
- 3 to 5 years in revenue operations, sales operations, business intelligence, or analytics roles
- Expert-level Excel skills including pivot tables, VLOOKUP/INDEX-MATCH, Power Query, complex formulas, and data modeling
- Experience building dashboards in Power BI, Looker Studio, Tableau, or similar BI tools
- HubSpot reporting experience (custom reports, deal pipelines, property configuration)
- SQL proficiency for querying databases and building ad-hoc analysis
- Strong analytical thinking that goes beyond building reports to interpreting what matters
- Rigorous self-checking that reconciles before publishing and can source every number
- Experience reconciling sales data to revenue recognition timelines
- Ability to turn around ad-hoc reporting requests quickly without sacrificing accuracy
- Executive presence to defend your methodology and tell the right story with data
- Fluent English communication for working with US-based stakeholders
------ Please note that only resumes submitted in English will be considered. ------
- Grocery Vouchers
- Internet Bonus
- Medical Insurance
- Life Insurance
- Dental Insurance
- Law Benefits
Frequently Asked Questions
Is the salary disclosed for the Revenue Operations Analyst position at Concord Servicing?
The salary for this Revenue Operations Analyst role at Concord Servicing is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Where is the Revenue Operations Analyst position at Concord Servicing located?
This Revenue Operations Analyst role at Concord Servicing is based in Mexico City, Mexico City, Mexico. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Revenue Operations Analyst role at Concord Servicing full-time or part-time?
This is listed as a Full time position. It is posted as a Revenue Operations Analyst role in the Strategy & Marketing department at Concord Servicing.
Which team or department does the Revenue Operations Analyst at Concord Servicing belong to?
This Revenue Operations Analyst position is part of the Strategy & Marketing department at Concord Servicing. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Revenue Operations Analyst position at Concord Servicing?
Click the "Apply Now" button on this page. You will be redirected to Concord Servicing's official application portal hosted on workable where you can submit your application directly.
When was the Revenue Operations Analyst job at Concord Servicing posted?
This Revenue Operations Analyst position at Concord Servicing was posted on Jul 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Revenue Operations Analyst
Concord Servicing
You'll be redirected to Concord Servicing's official application page on workable.