Revenue Operation Manager

CareCloud, offered through MTBC Careers, delivers advanced healthcare IT solutions designed to enhance the efficiency of modern medical practices. By integrating clinical, administrative, and financial workflows into a unified platform, CareCloud helps healthcare organizations improve operational processes, optimize revenue cycles, and elevate patient experiences. The team works on innovative products that empower healthcare providers with data-driven insights and streamlined management tools.

We are seeking a technically proficient and analytical Manager of HubSpot & Financial Analytics to join our Finance team. This role is responsible for managing HubSpot CRM data, extracting and analyzing information to generate accurate financial insights, and supporting strategic decision-making across the organization. The position collaborates closely with Finance, Sales, and other departments to drive revenue analysis, forecasting, budgeting, pipeline performance evaluation, and financial reconciliation. As the primary owner of CRM data integrity and reporting governance, the Manager will ensure alignment of sales and finance metrics to support business objectives.

Key Responsibilities

- Own and optimize HubSpot CRM architecture, including data structures, properties, pipelines, workflows, and reporting frameworks to maintain data integrity and operational efficiency.
- Extract, transform, and analyze data from HubSpot and integrated systems using reports, APIs, SQL, and other analytical tools.
- Collaborate with Finance, Sales, Revenue Operations, and stakeholders to deliver reliable CRM-based insights for financial analysis, revenue reporting, forecasting, and budgeting.
- Design and maintain executive dashboards and reports covering bookings, revenue, pipeline health, sales performance, ACV, customer acquisition, conversion metrics, and key KPIs.
- Conduct detailed analysis of pipeline, customer, and deal-level data to improve revenue forecasting accuracy and business performance visibility.
- Monitor key revenue metrics such as bookings, ACV, pipeline value, win rates, conversion rates, sales productivity, and forecast attainment.
- Reconcile HubSpot data with ERP, billing, and financial systems, investigating discrepancies to ensure reporting accuracy.
- Support Finance in preparing monthly, quarterly, and annual financial reports, management packages, budget reviews, and performance analyses.
- Develop and automate data extraction, validation, reconciliation, and reporting processes to enhance efficiency and reduce manual effort.
- Establish and maintain CRM data quality controls, reporting standards, and governance procedures across Finance, Sales, and operations.
- Provide insights and recommendations based on CRM and financial data trends to support revenue growth and operational decision-making.
- Serve as the subject matter expert for HubSpot reporting, analytics, and financial data integration initiatives.
- Maintain documentation of data sources, reporting logic, financial metrics, extraction processes, and system workflows.
- Identify opportunities for improving financial reporting, data quality, automation, and business processes.
- Deliver timely analytical support to Finance leadership for informed business and financial decisions.

Required Qualifications

- Bachelor’s degree in Finance, Accounting, Business Administration, Computer Science, Information Systems, Data Analytics, Economics, or related field.
- 5–7 years of relevant experience in HubSpot, CRM Analytics, Revenue Operations, Financial Analytics, or Business Intelligence roles.
- Strong hands-on expertise with HubSpot CRM, including reporting, data management, dashboards, workflows, and data extraction.
- Proven experience working in high-growth sales or service environments with HubSpot, including dashboard development, workflow automation, and data governance.
- Proficiency in extracting and analyzing data from HubSpot via reports, exports, APIs, or integrations.
- Advanced Excel skills, including PivotTables, complex formulas, Power Query, and data analysis.
- Working knowledge of SQL for data extraction, validation, and analysis.
- Solid understanding of financial reporting, revenue analysis, budgeting, and forecasting.
- Ability to translate CRM data into meaningful financial and business insights.
- Familiarity with key revenue metrics such as ACV, ARR, MRR, bookings, pipeline value, conversion rates, and revenue recognition.
- Strong analytical thinking and attention to data accuracy.
- Excellent communication skills and ability to collaborate effectively with Finance, Sales, IT, and other teams.

Preferred Qualifications

- HubSpot certification or relevant HubSpot administration experience.
- Experience with HubSpot APIs and integrations.
- Familiarity with Oracle ERP or other financial/ERP systems.
- Knowledge of Power BI, Tableau, or similar business intelligence tools.
- Understanding of revenue recognition and SaaS/recurring revenue models.
- Experience in financial planning and analysis (FP&A).
- Background in developing automated financial or management reports.
- Basic programming skills in Python, JavaScript, or other scripting languages for data extraction and automation.
- Experience with ETL and data transformation processes.
- Prior experience in Finance, Revenue Operations, FP&A, or financial reporting environments.

This role offers the opportunity to lead critical CRM and financial analytics initiatives within a dynamic healthcare IT company, driving impactful insights that support business growth and operational excellence.