Department: Finance and Accounting

Reports To: Associate Director of Finance

Location: Alabang (On-site), Muntinlupa City, Metro Manila, Philippines

About Pinnacle Intelligence:

Pinnacle Intelligence is at the forefront of transforming the automotive retail industry. We provide AI-powered, sustainable, and scalable digital solutions designed to engage customers, accelerate sales growth, and elevate the entire auto retail value chain. Our mission is to revolutionize the automotive retail industry through intelligent technology, unlocking dealerships' full potential and setting new standards of efficiency, profitability, and market leadership. We are dedicated to powering the futureof auto retail with AI, Data, and Automation, driven by intelligence at every turn.

Position Summary:

The Operations Revenue Analyst is responsible for the administration, optimization, and governance of HubSpot, the company's CRM platform. This role ensures data integrity, aligns cross-functional revenue processes, and delivers timely insights to support strategic decision-making across Sales, Customer Success, Operations, and Finance. Reporting directly to the Finance function, this role serves as the central point of coordination between revenue-generating teams and leadership, ensuring that all pipeline, forecast, and revenue data are accurate, consistent, and actionable.

Key Responsibilities:

1. HubSpot Administration & Governance

• Serve as the primary administrator and subject matter expert for HubSpot

• Manage user access, permissions, configurations, workflows, and system updates

• Ensure CRM data integrity through regular audits, cleanup, and validation processes

• Maintain standardized data structures (pipelines, deal stages, fields, dashboards, and reports)

• Lead implementation of system improvements, automation, and integrations with other tools

2. Revenue Data Integrity & Alignment

• Ensure all pipeline, forecast, and revenue data in HubSpot accurately reflect actual business performance

• Regularly reconcile HubSpot data with Finance records, including billable revenue and recognized revenue

• Collaborate closely with Operations, Finance, and Customer Success teams to validate revenue numbers

• Identify discrepancies and proactively resolve data inconsistencies

3. Cross-Functional Collaboration

• Partner with Customer Success to ensure accurate tracking of account health, renewals, and expansion opportunities

• Work with Sales and Business Development teams to ensure pipeline hygiene and forecasting discipline

• Align CRM data with operational realities, including delivery timelines and resource planning

• Act as the bridge between Finance and go-to-market teams for all revenue-related data

4. Reporting & Insights

• Develop and maintain recurring reports and dashboards for leadership

• Provide regular updates on pipeline performance, forecast accuracy, and revenue trends

• Support weekly, monthly, quarterly, and annual reporting cycles

• Deliver actionable insights to support decision-making by the Finance Associate Director and leadership team

5. Process Optimization & Continuous Improvement

• Proactively identify inefficiencies in existing revenue processes and recommend improvements

• Implement process enhancements within HubSpot to improve automation, scalability, and accuracy

• Establish and document best practices for CRM usage across teams

• Drive adoption and compliance with standardized CRM processes

6. Forecasting & Planning Support

• Support revenue forecasting processes by ensuring accurate pipeline staging and probability assumptions

• Assist in building and maintaining revenue models aligned with business targets

• Provide insights into pipeline quality, deal velocity, and conversion rates

7. Training & Enablement

• Provide training and ongoing support to HubSpot users across departments

• Develop documentation and user guides for CRM processes and workflows

• Ensure consistent CRM usage across teams through guidance and monitoring

Skills & Qualifications:

• Bachelor's degree in Finance, Business, Analytics, or a related field

• 2–5+ years of experience in Revenue Operations, Sales Operations, or Financial Analysis

• Hands-on experience with HubSpot or similar CRM platforms (e.g., Salesforce)

• Strong analytical and data management skills

• Advanced Excel or data analysis capabilities

• Excellent stakeholder management and communication skills

• High attention to detail and process-oriented mindset

Why Join Pinnacle Intelligence?

At Pinnacle, we don't just fill roles, we build careers. You'll be part of a team that values precision, integrity, and momentum. We empower our people to grow, innovate, and lead with purpose. If you're ready to Shift into High Gear, we're ready to welcome you.