Company Description

ApprovalMax is award-winning B2B software used by businesses around the world to approve bills and expenses. It streamlines the approval process for decision-makers by replacing paper and email approvals with automated workflows. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for approvers and finance teams.

The company is globally recognized and has won’ Xero App Partner of the Year’ four times since 2020 in different countries.

As a Revenue Operations Specialist within the Revenue Operations (RevOps) team, you will play a key supporting role in driving revenue growth and optimizing internal processes across the organization. Reporting to the Revenue Operations Manager, you will work closely with the System Administrator (CRM & HubSpot) to strengthen the analytics capabilities of the Operations team. You will also collaborate with key stakeholders across marketing, sales, customer success, finance, operations, and customer support.

Your primary responsibility will be to analyze both historical and ongoing revenue and marketing data, as well as the processes behind them, to generate insights and recommend improvements. Your work will directly inform strategic initiatives aimed at enhancing revenue performance and operational efficiency. The ideal candidate will bring a forward-thinking, AI-enabled approach to revenue operations, using modern AI tools to work smarter, move faster, and deliver higher-impact insights.

Key Responsibilities: Data Analysis

Analyse data from multiple sources, including CRM systems, sales tools, marketing automation platforms, and other databases.

Partner with cross-functional teams to gather and consolidate relevant data.

Identify trends, patterns, and anomalies related to revenue generation, customer behaviour, and operational performance.





Use statistical methods and data visualization tools to present insights clearly and effectively.

Process Analysis

Evaluate existing processes across marketing, sales, customer success, operations, and support teams.

Identify inefficiencies, bottlenecks, and opportunities for improvement.

Collaborate with stakeholders to define requirements and propose scalable, automated solutions.

Work with RevOps teammates to implement improvements within CRM systems and integrated platforms.

Cross-Functional Collaboration

Facilitate collaboration across teams to propose initiatives, share insights, and align on action plans.

Partner closely with the Revenue Operations Manager, System Administrator, and departmental stakeholders to gather input and drive alignment.

AI-Enabled Operations

Leverage AI tools (e.g., Claude, ChatGPT,) to accelerate data analysis, automate reporting workflows, and improve documentation and insight generation

Have experience creating and deploying AI agents within a GTM setting

Identify opportunities to embed AI-assisted solutions into revenue operations processes, reducing manual effort and improving scalability

Stay current with emerging AI tools and evaluate their applicability to GTM workflows, CRM automation, and analytics

Insights & Recommendations

Translate data findings into actionable recommendations that support revenue growth and operational excellence.

Develop reports, dashboards, and presentations for senior leadership and stakeholders.





Track and measure the impact of implemented changes against key performance indicators.

Continuous Improvement

Stay up to date with industry best practices, emerging trends, and new technologies in revenue operations and analytics.

Identify and drive opportunities for continuous process improvement and scalability.

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 a related field.

Proven experience as a Business Analyst or in a similar role, ideally within a SaaS or consulting environment.

Strong understanding of sales and marketing data, including key metrics, KPIs, and processes.

Demonstrated ability to leverage AI tools (e.g., Claude, ChatGPT, Microsoft Copilot) to enhance productivity, automate workflows, and accelerate analytical output

Comfortable working in an AI-enabled workplace with a proactive mindset towards adopting new tools and technologies

Excellent analytical skills, with the ability to interpret complex datasets and generate actionable insights.

Proficiency with data analysis and visualization tools (e.g., Excel, SQL, Tableau, Power BI, or CRM/marketing platform reporting tools).

Experience with CRM and marketing automation systems such as Salesforce, HubSpot, or Zoho.

Strong communication and interpersonal skills, with the ability to collaborate cross-functionally and influence decisions.

Detail-oriented with a proactive, problem-solving mindset and a focus on continuous improvement.

What We Offer

Growing international business with 20,000+ subscribers

Regular performance-based compensation reviews

26 days paid time off

1 additional day off for your Birthday

Remote office assistance

Service years recognition financial reward.

📌 Revenue Operations Specialist (Toronto)
🏢 ApprovalMax
📍 Toronto