Revenue Operations Manager

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

📋 Description

• Initiate the revenue generation process for a new Home & Auto insurance business division

• Take ownership of the end-to-end design and execution of CRM, sales methodologies, reporting, and operational workflows

• Manage and continuously enhance HubSpot, including objects, properties, pipelines, workflows, automation, permissions, validation, and reporting

• Ensure a scalable CRM structure, including naming conventions, property design, object relationships, lifecycle stages, required fields, and deduplication

• Oversee user access, team permissions, provisioning, and system governance

• Track system performance, investigate issues, and collaborate with vendors and technical partners for resolutions

• Design and refine lead routing, pipeline stages, handoffs, lifecycle definitions, and data governance

• Create workflows and automations to minimize manual tasks and enhance consistency

• Manage integrations and data transfers between HubSpot, Five9, Front, and additional business systems

• Identify obstacles in the customer journey and implement scalable process enhancements

• Develop and sustain dashboards and reports for pipeline, conversion, retention, productivity, and customer engagement

• Assist with forecasting, planning, territory analysis, segmentation, capacity planning, and compensation assessment

• Define performance metrics, establish reliable reporting, and enhance data confidence

• Highlight trends, risks, and opportunities, assisting stakeholders in taking action

• Collect requirements, assess options, and suggest practical solutions

• Plan, test, document, and implement system modifications with change-management support

• Monitor results post-launch and iterate based on feedback, adoption, and business outcomes

• Develop process documentation, system guides, and training resources

• Foster cross-functional relationships and deliver enhancements through stakeholder collaboration

⛳️ Requirements

• Over 5 years of experience in revenue operations, CRM administration, business systems, sales operations, or a similar field

• Significant hands-on experience managing HubSpot CRM in a complex or expanding organization

• Proficient in designing CRM workflows, automation, integrations, permissions, reporting, and data governance practices

• Strong analytical and problem-solving abilities across systems, data, and business processes

• Experience in gathering requirements, testing modifications, managing releases, and documenting technical processes

• Proficient in spreadsheets and reporting, capable of transforming messy data into clear insights

• Practical, solution-focused mindset with a predisposition towards action

• Excellent written and verbal communication skills, including the capability to explain technical concepts to non-technical audiences

• Collaborative attitude and the ability to influence across teams without relying on formal authority

• Exceptional attention to detail and a high standard for data quality

• Knowledge of or experience in the insurance industry

• Familiarity with supporting Five9, Front, Confluence, and Jira

• HubSpot Administrator certification or equivalent practical experience

• Understanding of SQL, data modeling, APIs, webhooks, JSON, or workflow automation

• Experience with Looker, Tableau, Power BI, or a comparable business intelligence platform

• Experience with CRM release management, integration monitoring, or business systems support

🏝️ Benefits

• Generous PTO - 20 vacation days

• Comprehensive benefits plan with premiums covered entirely by PolicyMe

• Investment in professional development, including a learning and development budget

• AI tooling budget

• Biannual performance reviews

• Continuous feedback to foster professional growth

• Remote-first work culture

• Flexible work arrangements from home or the Toronto-based office

• Coverage for employees attending in-person experiential social events twice a year

• Stock options linked to performance