JOB DESCRIPTION
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JOB TITLE |
Revenue Operations (RevOps) Systems Analyst |
POSITION TYPE |
Contract, 3–6 months (option to move permanent) |
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FUNCTION |
Sales |
REPORTING TO |
Head of FP&A (Finance) |
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LOCATION |
Remote |
EMPLOYEE |
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ABOUT US
Infoshare+ is a UK based SaaS business that helps organisations turn complex data into actionable insight. The business operates at the intersection of data analytics, strategy, and social impact, working with public sector bodies, charities, and private companies.
Infoshare+ is particularly well known for its work in local government and housing associations, where high quality data can directly influence outcomes for communities. The business operates a SaaS model with recurring revenue, allowing performance to be managed through clear KPIs and metrics.
ROLE SUMMARY
This is a new role to complete the implementation of HubSpot across Infoshare+ and connect it to our finance and planning systems. Having grown by acquisition, we are bringing every acquired business onto one CRM, with Xero as our finance system and DataRails for budgeting, forecasting and board reporting.
The postholder will own the hands-on configuration of HubSpot and its modules, and the integrations with Xero and DataRails, so that customer, contract, invoicing and revenue data flows cleanly from one system to the next. This is an initial 3–6 month contract, starting as soon as possible, with the potential to move to a permanent role.
KEY RESPONSIBILITIES
HubSpot Implementation
- Complete the migration of customers, contracts and history from acquired businesses into HubSpot, working with Sales and Finance to validate the data
- Design and configure the data model: companies, contracts or subscriptions, line items, products, deals and their associations
- Implement and configure HubSpot modules, including Sales Hub, Service Hub (migrating support tickets from Dynamics) and Revenue Hub invoicing
- Build pipelines, properties, workflows, reports and dashboards for sales and account management
- Set data quality rules and user permissions, and train users
Integrations
- Integrate HubSpot with Xero so that invoices, payments and customer records reconcile between the two systems
- Integrate with DataRails so that budgeting, forecasting and board reporting use consistent customer and revenue data
- Support the feed of HubSpot and Xero data into our planned Snowflake data platform
- Document integrations, field mappings and processes so they can be supported after the contract ends
Ways of Working
- Work closely with Finance, Sales, Customer Support and Technology
- Report progress against the implementation plan monthly to the Head of Growth
KEY DELIVERABLES
- First 30 days: review the current HubSpot setup and data, and agree an implementation plan and data model with Finance and Sales
- By month 3: all acquired businesses’ customers and contracts live in HubSpot and reconciled to finance records, with legacy CRMs retired
- By month 3: Xero integration live, with invoices and payments reconciling between HubSpot and Xero
- By month 6: DataRails integration live, Service Hub and Revenue Hub in use, and integrations and processes documented for handover
KEY SKILLS, QUALIFICATIONS & EXPERIENCE
- 3+ years in a HubSpot administration, CRM implementation or RevOps role, ideally in a B2B SaaS business
- Hands-on configuration of HubSpot Sales Hub: custom objects, properties, associations, pipelines, workflows and reporting
- Proven track record of data migrations into HubSpot from other CRMs, including cleansing, de-duplication and reconciliation
- Experience integrating HubSpot with a finance system, ideally Xero, using native connectors or middleware such as Zapier, Make or Workato
- Good understanding of recurring-revenue concepts: contracts, renewals, ARR, upsell and churn
- Strong Excel and data skills
- Clear communicator, able to work with Finance, Sales and senior stakeholders and to document what they build
Desirable
- Experience integrating HubSpot with marketing systems, such as website forms, events platforms, LinkedIn and email tools
- Experience using HubSpot invoicing (Revenue Hub, formerly Commerce Hub), including quotes, subscriptions and payments
- Experience with DataRails or another FP&A platform
- HubSpot certifications, such as Sales Hub Implementation or Revenue Operations
- Experience in a business that has grown by acquisition, or selling into UK public sector or housing
DURATION
- The contract will be for an initial 3–6 months, with the potential to move to a permanent role
- Start date: as soon as possible
- Infoshare+ will make an IR35 status determination before the engagement starts
RECRUITMENT POLICY
Infoshare+ Ltd is an Inclusive employer. We pride ourselves on treating job applicants and employees equally, regardless of their sex, sexual orientation, religion or belief, marital status, age, race, ethnic origin, or disability. We also work together to ensure that all employees work in an environment free from harassment, bullying, unsolicited or unwelcome comments, or overtures on discriminatory grounds.