Harness serves as the missing link between how we spend and what we believe in. Our financial technology platform connects consumers with nonprofits, financial institutions, and brands, helping consumers’ everyday spending to be a true representation of who they are—an ongoing vote for the world they want to live in.

Want to be part of our mission?

About the Role

Harness is seeking a Sales Operations Manager to own and optimize the systems, processes, and data that power our sales engine. Reporting to the VP of Sales, this role will play a key part in driving revenue growth, improving forecasting accuracy, and increasing sales team productivity. You’ll partner cross-functionally with Marketing, Customer Experience, and Product to align on process and technology—ensuring we convert more leads, retain more customers, and grow customer lifetime value.

This is an ideal role for a highly analytical, systems-savvy operator who thrives in fast-moving environments and wants to play a strategic role in how we scale our go-to-market function.

What You'll Do

Grow Revenue:

• Lead-to-Revenue Optimization: Analyze and optimize the full sales funnel to increase conversion rates, accelerate the sales cycle, and drive more closed revenue from both inbound and outbound sources.
• New Revenue Streams: Partner with Sales and Customer Success to identify and implement upsell and cross-sell opportunities within the customer base.
• Customer Retention & CLTV: Support post-sale teams with tools and insights to improve onboarding, customer engagement, and solution alignment to maximize retention and lifetime value.
  
  
  

Forecasting & Planning:

• Predictive Revenue Modeling: Build and maintain forecasting models that accurately predict growth and revenue from all sales channels.
• Forecast Accuracy: Refine forecasting methodologies to improve reliability and support strategic decision-making by executive leadership.
  
  
  

Increased Productivity:

• Sales & Marketing Enablement: Equip the Sales and Marketing teams with tools, reporting, and playbooks that increase efficiency and enable greater output from the same resources.
• Process Improvement: Streamline sales workflows and automate repetitive tasks to reduce friction and speed up deal cycles.
  
  
  

Faster Decision Making:

• Data-Driven Insights: Use internal CRM data, marketing analytics, and external benchmarks to inform sales strategy and guide tactical decisions.
• Reporting & Dashboards: Create and manage real-time dashboards and executive-level reporting on key sales metrics and trends.
  
  
  

Alignment & Systems:

• Cross-Channel Alignment: Ensure all sales channels—Inbound, Outbound, and CX-related sales—are working from unified processes, data, and tools.
• CRM & Tech Stack Management: Own the configuration, adoption, and administration of sales systems (e.g., Salesforce or HubSpot), ensuring clean data, proper integrations, and scalable workflows.
  
  
  

Qualifications

Required:

• 5+ years of experience in Sales Operations, Revenue Operations, or Sales Analytics within a B2B SaaS environment
• Track record of building and optimizing sales processes across both inbound and outbound motions
• Deep expertise in CRM platforms (e.g., Salesforce, HubSpot) and sales enablement tools
• Experience with forecasting methodologies and pipeline analysis
• Strong analytical and Excel/Sheets skills; able to translate complex data into clear insights
• Familiarity with marketing automation systems such as HubSpot, Marketo, or Pardot
• Excellent written and verbal communication skills
• Highly collaborative and comfortable working cross-functionally across Sales, Marketing, CX, and Finance
• Self-starter who takes ownership and drives projects from idea to implementation
• Bachelor’s degree in Business, Marketing, Finance, or a related field
  
  
  

Preferred:

• Experience supporting sales teams selling into nonprofit, fintech, or B2B2C markets
• Salesforce Admin or HubSpot certification
• Familiarity with customer journey tools or lifecycle marketing platforms
• Experience with data visualization tools like Looker, Tableau, or Power BI
  
  
  

Compensation

$120,000 - $140,000

This position requires candidates that are located and legally authorized to work in the United States. Starting pay will be determined based on job-related skills, experiences, qualifications, work location, and market conditions. The current salary range for this position is $120,000–$140,000 USD per year plus an equity compensation package.