Taxually is a PE backed SaaS scale up revolutionising the world of tax compliance with cutting-edge automation and expert services. Trusted by over 15,000 customers globally, we simplify indirect tax compliance for businesses of all sizes. With our state-of-the-art platform we’re helping companies thrive in the digital era.

Our mission? To make tax compliance easy, transparent, and efficient.

What We’re Looking for:

We are seeking a proactive Revenue Operations Executive to own and refine the end-to-end lead-to-revenue process, ensuring that data flows seamlessly and accurately between Sales, Marketing, Customer Success and Finance. This role will focus on process optimisation, CRM data integrity, workflow automation, and cross-functional alignment to drive efficiency and revenue predictability.

What you'll be doing:

• Refine and optimise lead management processes, ensuring smooth data flow across Sales, Customer Success and Marketing.
• Standardise and enforce CRM best practices, ensuring accurate, complete, and structured data for reporting.
• Audit and clean CRM data to eliminate inconsistencies, duplicates, and incomplete records.
• Facilitating collaboration and data exchange between Sales and Marketing teams to enhance alignment.
• Monitoring and supporting the integration between HubSpot and Stripe, addressing issues promptly and ensuring data integrity.
• Developing and maintaining segmented customer lists within HubSpot to enhance targeted marketing efforts.
• Partner with BI personnel to ensure dashboards and analytics are built on structured, automated and accurate data.

What skills and experience will be useful:

• At least 3-4 years’ experience in Sales Operations, Revenue Operations, CRM administration, or similar roles, ideally in a B2B SaaS or technology environment.
• Strong proficiency with HubSpot CRM; familiarity with Stripe integration advantageous.
• Experience with sales pipeline management and forecasting processes.
• Understanding of marketing attribution systems and related data management.
• Strong analytical skills with meticulous attention to detail.
• Effective communication and interpersonal skills, comfortable collaborating with various stakeholders.
• Exposure to process automation and continuous improvement initiatives.

What We Offer:

• Competitive salary and performance-based incentives.
• A dynamic and supportive team environment with opportunities for growth and development.
• The chance to work with a market-leading tax compliance solution.
• Ongoing training and access to industry experts to boost your tax knowledge.
• Flexible working options and a commitment to work-life balance.

Why Join Taxually?

Taxually has grown exponentially since it's inception in 2018, and is now at the forefront of a multi-billion dollar industry. We enjoy a very flat structure, which offers a genuine opportunity for serious career growth, and to learn from some of the leading minds in our field. We're an ambitious, close-knit, hardworking team, and have big growth plans, ensuring this is a great time to join us on our path to make a big impact on the further success of the wider business.

Don't meet all of the role requirements?

Don't worry! We care about outcomes rather than tickbox criteria, and it's often the case that the perfect person for the role has a CV that looks a little different.

Research (by Harvard University 🤓) shows that women are particularly likely to second-guess themselves and not apply — so if you’re worried you don’t meet all the criteria, get in touch anyhow and let us do the worrying.

At Taxually, we are committed to building a company that includes people from a variety of different backgrounds. We're particularly interested in hearing from people from typically underrepresented groups in the tech industry.