Revenue Operations Manager

Role Overview

• Own and optimize sales and customer success processes from account assignment, opportunity management, forecasting, to close won through onboarding, adoption, renewals, expansions, and churn management
• Ensure data accuracy of pipeline and opportunity data, including accounts, contacts, sales stages, forecast categories, ACV, product details, health scores, activities, etc.
• Maintain and improve standardized pipeline, bookings, and forecast reporting for sales performance
• Create customer success dashboards, reports, and analysis to manage metrics such as ARR, retention, NRR/GRR, expansion, churn, health score, product usage, etc.
• Support territory coverage and account ownership models. Manage updates and ensure clean execution across relevant systems.
• Analyze trends across the revenue funnel and customer lifecycle to identify risks, opportunities, and levers for growth
• Turn complex data into clear, actionable insights and recommendations for revenue leadership
• Partner with leadership to ensure alignment across GTM (Marketing, Sales, Channel, and Customer Success) of objectives, processes, handoffs, and ownership
• Provide day-to-day support for internal users. Troubleshoot issues, answer process questions, resolve data problems, and handle operational requests with clear SLAs.
• Support forecasting and planning across the customer lifecycle, from new business through renewals and expansion. Collaborate with Finance to ensure alignment across metrics and performance.
• Evaluate, implement, and optimize tools used by Sales and Customer Success (sales engagement, intent, enrichment, etc.), ensuring strong adoption and measurable impact
• Create and maintain documentation, training, and how-to guides to drive adoption and consistency in tools and processes

Requirements

• 3-5+ years of experience in Revenue Operations, Sales Operations, or related roles in a B2B SaaS environment
• Strong hands-on experience with Salesforce (reports, dashboards, data model, basic configuration). Experience with a Customer Success platform and/or Salesforce administration certification is a plus.
• Demonstrated success working directly with Sales and Customer Success teams, including pipeline and opportunity management, quoting and deals desk, forecasting, data enrichment and governance, and performance analytics. Experience with compensation planning and commission processing is a plus.
• Strong analytical and modeling skills with the ability to work with complex datasets and translate insights into actionable recommendations
• Technical expertise and business acumen across end-to-end revenue, with a strong emphasis on sales and post-sales
• Experience with GTM technology, including CRM (Salesforce), sales engagement and prospecting (Outreach, Nooks, LinkedIn Sales Navigator), data enrichment (Cognism, ZoomInfo), and other sales productivity tools. AI tools experience is preferred.
• Familiarity with SaaS revenue metrics (ARR, MRR, pipeline coverage, win rates, NRR/GRR, churn, expansion, cohort analysis, etc.)
• Highly organized, detail-oriented, and able to manage multiple projects and ad hoc requests in a fast-paced environment
• Excellent communication and stakeholder management skills, with the ability to partner effectively with both individual contributors and executive leadership.