The Revenue Operations Manager is responsible for optimizing and streamlining the processes, data, and technology that drive revenue growth. This role involves working cross-functionally with sales, marketing, customer success, and finance teams to ensure alignment and operational efficiency. The ideal candidate is data-driven, detail-oriented, and has a deep understanding of how to create scalable processes that enhance the entire revenue cycle.

Key Responsibilities:

• Data Management and Analysis

  • Ensure data integrity across all revenue-related systems (CRM, marketing automation, customer success platforms).

  • Develop and maintain dashboards and reports to provide insights into the performance of the revenue teams.

  • Analyze trends and key metrics to identify growth opportunities and areas for improvement.

• Process Optimization

  • Streamline and document end-to-end processes across sales, marketing, and customer success to improve efficiency and effectiveness.

  • Identify bottlenecks in the revenue cycle and work with stakeholders to implement solutions.

  • Lead the implementation and management of tools and technologies that support revenue operations.

  • Training for teams on processes and systems as needed

• Cross-Functional Collaboration

  • Work closely with sales, marketing, and customer success teams to ensure alignment on goals, strategies, and execution.

  • Collaborate with finance to ensure accurate forecasting, pipeline management, and revenue recognition.

  • Facilitate communication and information sharing across departments to drive revenue growth.

• Strategic Planning

  • Assist in the development and execution of revenue strategies, including go-to-market plans, pricing models, and sales incentives.

  • Provide strategic recommendations based on data analysis and industry best practices.

  • Monitor competitive landscape and market trends to inform revenue operations strategy.

• Performance Management:

  • Establish KPIs and benchmarks for revenue operations.

  • Monitor performance against targets and adjust strategies as needed.

  • Provide regular updates to senior leadership on the status of revenue operations initiatives.

  • Align with finance on key Company KPI reporting

• Tech Stack Management

  • Set up, optimization, integrations, license distribution, training

  • Optimizing workflows for simplicity and reporting

  • Negotiating renewals

• Other Misc tasks

  • Supportive role on events planning

  • Supportive role in incentive calculations

Experience & Qualifications:

• Bachelor’s degree in Business, Finance, Marketing, or a related field.

• 5+ years experience working in revenue operations or sales operations.  Ideally a blend of marketing and CS operations as well

• Strong analytical skills with the ability to interpret complex data and provide actionable insights.

• Experience with CRM systems (e.g., Hubspot), integrations, and marketing automation tools.  Some technical experience with Hubspot highly desired.

• Excellent project management skills with a track record of leading cross-functional projects.

• Strong communication and interpersonal skills, with the ability to influence and collaborate effectively at all levels of the organization.

• Knowledge of the latest revenue driven tech stack for scaling SaaS companies, and best practices for optimizing usage

• Strong business acumen

• Extreme attention to detail and process-oriented

• Experience being the only one in your function 

• Strong experience with Google workspace, Google Sheets, Hubspot CRM and Marketing, Gong

• Experience in a SaaS and/or tech company.

Ideal candidates will also have:

• Chargebee, Amplemarket, Pandadoc, Tofu, and/or Intercom experience

• Knowledge of revenue forecasting models and techniques

• Workflow automation experience