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 2025, 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.
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.
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
Data accuracy: Reconcile every figure to source before it reaches leadership; document assumptions and flag uncertainty explicitly
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 actual, and recommend actions based on what the numbers show
Data integrity: Flag hygiene and integrity issues across source systems and work with the data hygiene team to resolve them
AI integration: Use Claude 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 including 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 that goes beyond building reports to interpreting what matters
Rigorous self-checking that reconciles before publishing and can source every number
Experience reconciling sales data to revenue recognition timelines
Ability to turn around ad-hoc reporting requests quickly without sacrificing accuracy
Executive presence to defend your methodology and tell the right story with data
Fluent English communication for working with US-based stakeholders
------ Please note that only resumes submitted in English will be considered. ------
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Concord Servicing is a Scottsdale, AZ-based credit administration and loan servicing company with 35+ years of experience. They provide end-to-end loan and lease servicing for originators, lenders, and investors in solar, home improvement, vacation ownership, equipment finance, and capital markets.
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