Key Competencies and Skills:
Communication: Translate complex data and operational insights into clear, compelling narratives for diverse audiences—from executives seeking high-level summaries to frontline teams needing tactical guidance. Listen actively across departments to understand needs, present recommendations with confidence, and document processes in ways that drive adoption and accountability.
CRM & Systems Expertise: Build and maintain scalable CRM architecture in Salesforce or HubSpot. Design workflows that eliminate manual data entry, enforce data hygiene, and ensure the system serves as a reliable single source of truth across teams.
Data Analysis & Visualization: Extract insights from complex datasets using SQL and advanced spreadsheet modeling. Create dashboards in Tableau or Looker that give leadership real-time visibility into pipeline health and revenue trends—and translate findings into actionable recommendations.
Forecasting & Financial Planning: Develop accurate revenue forecasts by vertical, channel, and territory. Model scenarios, partner with finance on revenue recognition, and collaborate with sales leadership on quota setting and resource allocation.
Cross-Functional Collaboration: Align sales, marketing, account management, and finance around shared goals. Facilitate communication, resolve bottlenecks in the customer journey, and drive accountability through clear processes and regular coordination.
Strategic Market Development: Research and validate new vertical opportunities through competitive analysis and market intelligence. Build relationships with PE and insurance partners, and develop tactical plans for market entry.
Education and Other Requirements:
- Bachelor's degree in business, finance, economics, or related field or equivalent work experience
- 5+ years in revenue operations, sales operations, business operations, or other closely related field
- Expert-level proficiency with CRM systems, HubSpot highly preferred
- Strong analytical skills with experience in SQL, Excel/Google Sheets, and BI tools
- Experience with marketing automation platforms and sales engagement tools
- Track record of building scalable processes and driving operational improvements
Nice to Have
- Experience with revenue attribution modeling
- Familiarity with data warehousing concepts and tools like Snowflake
- Knowledge of SaaS metrics and revenue recognition principles
- Experience supporting a high-growth organization through scaling challenges
- Technical skills in Python, R, or other programming languages
This Revenue Operations Manager position reports to the CFO.
The Perks
- Full Benefits Package including medical, dental, vision, and 401k match
- PTO, Floating Holiday, and Holiday Pay
- This position is remote supported by our Openforcers “Work Without Limits” policy.
Job Type: Exempt, Full Time
Salary: DOE, Commissions Eligible
Travel: Up to 25%, client office visits, tradeshows, industry events, etc.
Passion, excellence, respect, accountability and having fun are just the beginning. Openforce believes that our culture is at the core part of what makes us successful. We are looking for someone who understands good culture and will help shape it as it evolves.