Revenue Operations Manager

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Facilitate weekly, monthly, and quarterly operational meetings for the Revenue Operations team, encompassing pipeline evaluations, forecast preparation, and end-of-quarter closing activities.

• Conduct end-of-month audits for internal sales commissions and partner commissions.

• Reconcile commission calculations with finalized deals, bookings, and payments within Salesforce.

• Investigate and resolve discrepancies in commissions while verifying deals, discounts, and partner attributions according to plan terms and approval guidelines.

• Collaborate with Sales leadership, Finance, and Partner teams to rectify errors, manage exceptions, and document results.

• Prepare and distribute regular reports and dashboards.

• Monitor and follow up on action items from cadence meetings.

• Provide daily operational assistance across customer acquisition, payment processing, and upsell activities.

• Manage trial extensions, discount applications, account setups, and approvals in Salesforce in accordance with Delegations of Authority.

• Oversee pipeline and opportunity health, identifying and flagging risks, gaps, and stalled deals.

• Administer Salesforce and associated tools such as Gong, RevenueHero, Clay, and Lean Data.

• Manage user permissions, picklists, fields, validation rules, and basic workflows.

• Execute scheduled data uploads and updates.

• Test workflows, automations, and releases in a sandbox environment prior to launch through QA/UAT.

• Address and resolve user issues and system requests.

• Create and maintain Salesforce and Power BI reports and dashboards that encompass pipeline, bookings, renewals, upsell, and sales activities.

• Generate ad-hoc data analyses and initial drafts for Sales, Upsell, Payments, and Finance teams.

• Identify trends and anomalies, articulating findings in accessible language.

• Audit and refine CRM data, manage duplicates, perform field cleanups, and oversee picklist migrations.

• Conduct quarterly CRM health assessments.

• Document and maintain Standard Operating Procedures (SOPs) for recurring tasks and meetings.

• Propose methods to minimize manual labor and assist in implementing process changes.

• Utilize AI tools to enhance reporting, analysis, data cleanup, documentation, and quality assurance.

• Develop and share repeatable AI prompts, workflows, and lightweight automations.

• Ensure AI outputs are accurate while adhering to data privacy and security protocols.

• Assist front-line Sales Managers with performance insights, coaching, and forecasting discussions.

• Take ownership of process enhancements and small projects over time.

⛳️ Requirements

• 2 to 4 years of experience in revenue operations, sales operations, business operations, or Salesforce administration.

• Proficient understanding of Salesforce, including reporting and dashboards.

• Fundamental Salesforce administration capabilities, including management of permissions, fields, picklists, and workflows.

• Experience with Power BI for building and maintaining dashboards.

• Strong skills in Excel or Google Sheets, particularly with large datasets.

• Experience in commission calculations, reconciliations, or financial audits is highly advantageous.

• Discretion in handling sensitive compensation information.

• Proven AI-native working style with regular engagement of AI assistants.

• Exceptional attention to detail and capability to execute recurring tasks with accuracy and timeliness.

• Proficient in written and spoken English.

• Consistent documentation habits.

• Comfortable working in a fast-paced, ticket-based environment with multiple stakeholders.

• Salesforce Administrator certification is a plus.

• Familiarity with tools such as Gong, Revenue Hero, Lean Data, HubSpot, or similar SaaS platforms is a plus.

• Experience in building automations or workflows using AI or no-code tools is a plus.

• Experience with Clay, including building outbound lists and data enrichment, is a plus.

• Background in QA or UAT testing for workflows and automations is a plus.

• Exposure to payments, subscription billing, or upsell and expansion sales motions is a plus.

• Experience collaborating with distributed teams across various time zones is a plus.

🏝️ Benefits

• Base salary ranging from $80,000 to $100,000 annually.

• Comprehensive benefits included in the total compensation package.

• Flexible remote work options.

• Opportunities for growth into an operational partner role.

• Commitment to diversity, equity, and inclusion.

• Safe and comfortable work environment.

• Access to AI tools and a technology-enabled work setting.