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 ****, 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
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 presente, and recommend actions based on what the numbers show
AI integration: Use ChatGPT 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: 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: you don't just build reports, you interpret them and explain what matters
Experience reconciling sales data to revenue recognition timelines
Fluent English communication for working with US-based stakeholders
Competitive Salary
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📌 Revenue Operations Analyst (Xico)
🏢 Concord Servicing
📍 Xico