Revenue Operations Manager

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

📋 Description

• Act as the primary owner of Salesforce by setting up and generating fields, stages, workflows, and reports that accurately reflect business operations.

• Manage the revenue technology stack, which includes CRM, marketing automation, and sales engagement platforms.

• Spearhead the assessment, implementation, and integration of tools aimed at enhancing team productivity and data integrity.

• Ensure system configurations align with reporting requirements and operational processes.

• Oversee the ongoing forecasting process, which encompasses a weekly pipeline review with commercial leadership, a bi-weekly forecast submission to Finance, and a monthly summary that compares forecasts to actual results and highlights variance sources.

• Set clear criteria for deal inspections, ensuring that forecast discussions are data-driven to foster significant improvements in forecast accuracy as a monitored and reported metric.

• Develop and sustain bottom-up and top-down forecasting models that convert precise CRM pipeline data into dependable short-term and long-term revenue forecasts for Finance and the CGO; proactively identify, signal, and rectify forecasting errors in real-time.

• Collaborate with Finance and commercial leadership on go-to-market (GTM) planning and revenue performance analysis.

• Create the reporting infrastructure from start to finish, ensuring accurate, real-time data across all deal stages to provide leadership with a reliable view of pipeline health, stage advancement, and conversion trends.

• Lead the creation of sales enablement resources, process documentation, and training initiatives to support global GTM efforts.

• Implement scalable sales processes throughout the customer journey, from lead generation and pipeline management to renewal and expansion.

• Continuously assess and enhance current workflows to minimize friction and boost conversion rates at each funnel stage; assist in territory planning, capacity modeling, quota determination, and compensation plan formulation.

• Oversee data management practices, including field standardization, record hygiene, deduplication, and data governance policies.

• Promote CRM adoption and encourage behavioral change within the commercial team — enforce data entry standards not only through system regulations but also via manager accountability, representative empowerment, and showcasing the benefits of accurate data in deal evaluations.

⛳️ Requirements

• A Bachelor's degree is required.

• 5 to 7 years of progressive experience in Revenue Operations, Sales Operations, or a related commercial operations area.

• Strong, hands-on experience is crucial — this position requires someone who has directly developed the processes, managed the systems, and generated the reporting comprehensively, rather than merely overseeing others.

• Proven history of managing RevOps processes, systems, and reporting in a fast-growing environment.

• Exceptional expertise in Salesforce administration and reporting; professional certifications are highly desirable.

• Proficiency in business intelligence tools (e.g., Tableau, Looker) and advanced skills in Excel or Google Sheets.

• A robust analytical background with a focus on revenue forecasting and pipeline analysis.

• Capability to construct and maintain both bottom-up and top-down forecasting models, conduct precise pipeline analyses, and deliver executive-level reporting that aligns current pipeline data with anticipated revenue outcomes.

• Ability to measure and monitor improvements in forecast accuracy over time (e.g., reducing variance from actual results).

• A comprehensive understanding of key revenue metrics relevant to the industry, such as APV, NRR, churn, pipeline conversion rate, utilization, LTV, and CAC.

• Demonstrated ability to collaborate across functions and influence stakeholders at all levels without direct authority.

• Experience in leading complex, cross-functional initiatives and driving organizational change.

• Capability to juggle multiple priorities simultaneously and achieve results in a dynamic, fast-paced environment.

• Familiarity with marketing automation or sales enablement tools is a plus.

• Experience in HubSpot administration is an advantage.

🏝️ Benefits

• Healthcare Coverage: Comprehensive medical, vision, and dental insurance through Cigna and UNUM, with the company covering 90% of individual employee premiums and 50% of dependent premiums.

• Retirement Benefits: A 401(k) plan with a generous employer match, contributing 100% on the first 3% of salary deferred and 50% on the next 2%, enabling employees to maximize their retirement savings.

• Income Protection: Employer-funded short-term disability (STD), long-term disability (LTD), and life insurance.

• Paid Leave & Flexibility: 12 weeks of paid parental leave.

• Flexible Paid Time Off (PTO) policy and a generous holiday schedule (Penta follows the federal time off calendar).

• Additional Perks & Support: A monthly reimbursement for cell phone expenses.

• Regular firm-wide social gatherings and team-building events.

• Access to Employee Assistance Programs (EAP), including confidential counseling and resources for both personal and work-related challenges.

• Health & Wellness Initiatives, featuring a gym membership program (One Pass Select), mental health resources, and access to virtual health consultations.

• Discounted employee-paid pet insurance coverage through Nationwide.