Operations Manager, Revenue & Financial Systems

🕒 May 22

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R/GA

1001 - 5000 employees

🤖 Artificial Intelligence

📱 Media

🤝 B2B

Artificial Intelligence • Media • B2B

R/GA is an independent creative innovation and marketing agency that designs intelligent brand systems, digital products, and AI-enabled experiences to help businesses grow. The firm combines brand strategy, product and experience design, commerce, CRM, content and campaign production, and venture/innovation services—often integrating emerging technologies and custom AI tools—to create cohesive, scalable customer experiences across channels. R/GA serves enterprise and consumer-facing clients, helping them apply AI, design systems, and platform solutions to drive growth and operationalize new offerings.

📋 Description

• Support administration, configuration, and optimization of NetSuite. • Maintain financial data integrity across ERP and connected systems. • Support cross-system reconciliation between HubSpot, NetSuite, PM/TM tools, and other enterprise platforms (e.g., Brex / Navan). • Operationalize and maintain process improvements through system updates, workflows, permissions, and controls. • Manage the end-to-end growth-to-finance data workflow, ensuring clean handoffs between pipeline, forecasting, project setup, and revenue tracking. • Develop and maintain dashboards, reporting frameworks, and recurring operational readouts across commercial and financial systems. • Enable real-time visibility into key business metrics including pipeline health, forecasting, revenue, utilization, and operational performance.

🎯 Requirements

• 4–6+ years of experience in Revenue Operations, Finance Operations, Systems Administration, Business Operations, or related fields. • Hands-on experience managing Netsuite, HubSpot, or comparable CRM/ERP platforms. • Experience working with enterprise operational tools and integrations across CRM, ERP, PM/TM, and finance platforms. • Strong understanding of pipeline management, forecasting, operational reporting, and data governance. • Experience building dashboards, reporting frameworks, and operational metrics. • Familiarity with automation, AI tools, and process optimization methodologies. • Strong project management and stakeholder management skills. • Experience working in cross-functional, global, matrixed organizations.

🏖️ Benefits

• Health insurance • Retirement plans • Professional development opportunities • Paid time off • Flexible working hours

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