Senior Manager, Revenue Operations

Role Overview

• Design and implement scalable revenue operations processes across the entire customer lifecycle (lead generation → customer acquisition → expansion → retention)
• Own revenue forecasting, pipeline management, and performance analytics to drive predictable growth
• Develop and maintain revenue metrics, dashboards, and KPIs that provide actionable insights to leadership
• Create and optimize sales and customer success playbooks, processes, and workflows
• Lead quarterly business reviews and revenue planning cycles
• Serve as the primary administrator and strategic owner of our CRM (Salesforce) and revenue tech stack
• Implement and optimize integrations between sales, marketing, and customer success tools
• Evaluate, implement, and manage new revenue tools and technologies to support scaling operations
• Ensure data integrity and governance across all revenue systems
• Build automated workflows and reporting to eliminate manual processes
• Partner with sales leadership to design and optimize sales processes, territories, and compensation plans
• Develop customer success processes for onboarding, expansion, and retention
• Implement and optimize lead routing, qualification, and handoff processes
• Support pricing and deal approval workflows
• Build comprehensive revenue reporting and analytics capabilities
• Conduct analysis on conversion rates, sales cycle efficiency, customer acquisition costs, and lifetime value
• Identify bottlenecks and optimization opportunities across the revenue funnel
• Provide data-driven recommendations to improve team performance and business outcomes
• Track and report on progress against revenue targets and operational metrics
• Work closely with marketing to optimize lead generation, nurturing, and attribution
• Partner with finance on revenue recognition, forecasting, and financial planning
• Collaborate with product on usage analytics and feature adoption tracking
• Support customer success on expansion, retention, and health scoring initiatives

Requirements

• 5-7 years of experience in revenue operations, sales operations, or business operations roles
• 3+ years of experience in a high-growth SaaS or technology company
• Expert-level proficiency with CRM systems (Salesforce preferred) including custom objects, workflows, and reporting
• Strong analytical skills with experience in data visualization tools (Tableau, Looker, or similar)
• Proven track record of building and scaling revenue operations in a Series A/B environment
• Experience with sales and marketing automation tools (Outreach, Salesloft, Marketo, etc.)

Tech Stack

• Tableau

Benefits

• Group medical and dental insurance
• Flexible vacation / PTO policy
• 401(k) plan
• Hybrid office culture, with team members working remotely and from our office in NYC
• A supportive and inclusive work environment where your contributions are valued.