Revenue Operations Specialist

Leo Berwick is an innovative mergers and acquisitions consulting firm. We are comprised of top tier, experienced advisors from global law and accounting firms that add value to transactions as trusted partners throughout the deal life cycle. At Leo Berwick, we hire the best and the brightest. Our teams deliver a dedicated and customized service to every client.

As a growth-stage company, we move quickly, work collaboratively, and value people who take initiative and thrive in a fast-paced environment. Our culture is grounded in high performance, continuous learning, and the shared ambition to build something exceptional, together.

Leo Berwick is looking for a Revenue Operations Specialist to own day-to-day administration of the technology and data behind our go-to-market teams. This is a remote-first role, reporting to the Director of Revenue Operations, with a preference for candidates based in Atlantic Canada (Nova Scotia, New Brunswick, Prince Edward Island, or Newfoundland and Labrador). You’ll take day-to-day ownership of Hub Spot and its connected systems, including CRM data quality, the Hub Spot–Net Suite integration, reporting and dashboards, and the data behind account segmentation.

Your work will make sure our teams can rely on clean data, effective workflows and practical reporting.

You’ll join Revenue Operations at an important stage. The foundations are in place, but the operating model is still evolving. That gives you real opportunities to improve systems, shape how work gets done and contribute beyond a narrowly defined role. You’ll work closely with the Director of Revenue Operations, Business Development, Marketing and Finance, and gain broad exposure across systems, data, process and enablement.

This is an AI-first role. We expect you to use AI every day to do the work of a bigger team, and to build workflows and agents that keep our go-to-market systems running with the right checks in place.

• Take pride in clean, reliable data and systems people can trust
• Are analytical and enjoy untangling complex data problems
• Are resourceful and comfortable with ambiguity, spotting problems early, forming a point of view and taking initiative
• Communicate clearly, explaining technical issues in plain terms and documenting what you build
• Already use AI tools such as Claude every day, and your first instinct with repetitive work is to automate it, not do it twice

• Administer Hub Spot day to day, including configuration, pipelines, workflows, permissions and reporting
• Partner with stakeholders to understand the underlying problem, translate needs into practical system and data solutions

• Use AI tools such as Claude to speed up data cleanup, analysis, reporting and documentation
• Build AI‑assisted workflows and agents that connect to our systems and handle repeatable work
• Experiment with AI across go‑to‑market operations and recommend practical ways to help the team work more effectively

• Own the accuracy and completeness of account, contact and pipeline data
• Set and enforce data standards, definitions and ownership rules
• Run regular audits and fix root causes, not just symptoms
• Lead bulk imports, migrations and enrichment projects

• Own the connections between Hub Spot, Net Suite and other go‑to‑market tools
• Monitor integrations and resolve sync issues quickly
• Automate manual revenue operations work wherever possible

• Build and maintain dashboards for leadership and service lines, turning pipeline, activity and revenue data into clear insights for planning and decision‑making
• Maintain and enrich the account data…