Senior Revenue Operations Manager – Fund Administration

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

📋 Description

• Act as the main Revenue Operations partner for the Fund Administration sector.

• Coordinate Fund Administration priorities, strategies, and execution plans with various departments.

• Take ownership of Salesforce CRM health, data integrity, workflow configuration, and process governance.

• Manage and enhance complete renewal workflows while maintaining process documentation.

• Oversee forecasting, pipeline assessments, forecast consolidations, and reporting schedules.

• Integrate key metrics such as renewals, upsells, and churn.

• Design, document, and refine revenue processes, which include lead routing, opportunity management, territory and quota administration, as well as expansion deal processes.

• Construct and maintain dashboards and reports for pipeline, conversion rates, renewals, and revenue performance.

• Set rules of engagement and manage cross-functional escalations and transitions.

• Collaborate with leadership from Fund Administration, Sales, Marketing, Customer Success, and Finance.

• Utilize AI tools like Claude to streamline multi-step workflows and minimize manual tasks.

• Identify areas for process automation and enhancements in revenue technology tools.

• Assist in change management and enablement for new tools and processes.

• Support pricing strategies, packaging, sales compensation, territory design, and quota-setting processes.

• Report directly to the Senior Manager of Revenue Operations.

⛳️ Requirements

• Over 7 years of experience in Revenue Operations, Sales Operations, or a similar GTM/Business Operations role.

• Background in fintech, SaaS, or a complex B2B enterprise sales environment.

• Experience in supporting Fund Administration, private markets, or other intricate, services-driven revenue models.

• Hands-on experience with Salesforce administration.

• Proven track record of owning complete renewal and/or expansion workflows.

• Experience in managing forecasting, pipeline reporting, and recurring GTM operational rhythms such as QBRs, pipeline reviews, and forecast discussions.

• Strong analytical capabilities.

• Proficiency in data and reporting tools, including Salesforce reporting, Tableau, Looker, or advanced Google Sheets/Excel.

• Ability to convert ambiguous business challenges into clear processes, systems, and actionable recommendations.

• Exceptional stakeholder management and communication skills.

• Familiarity with AI tools, including using platforms like Claude to streamline multi-step workflows across multiple tools and generate reusable, structured outputs.

• Capability to articulate a redesigned recurring revenue process centered around AI-assisted execution and its impact at the team level.

• Experience with GTM tools such as Gong, Outreach, Apollo, or Clay.

• Experience in creating lightweight automations or integrations using Zapier, no-code tools, or basic scripting.

• Bachelor's degree in business, finance, economics, or a related area (preferred).

• Eligibility to work in the United States; application includes questions about U.S. employment sponsorship.

🏝️ Benefits

• Comprehensive health, dental, and vision coverage for you and your family.

• Life insurance.

• Mental wellness benefits.

• Support for fertility and family growth.

• Flex Time Off along with company-paid holidays.

• Paid family leave, medical leave, and bereavement leave policies.

• Retirement savings plans.

• An allowance to personalize your work and technology setup at home.

• Annual stipend for professional development.

• Equity opportunities.

• Option for fully remote work.

• Flexible office work arrangements.