Jobs · Finance

Manager, Sales and Revenue Operations

On Location · California, United States · 4 days ago
RemoteRemoteFinance$90k/yrFull-time

About the role

The Manager, Revenue Operations will serve as the analytical and operational backbone of our commercial organization across our key properties. This is a sales-operations-weighted RevOps role: the right person is equally comfortable building a board-ready KPI dashboard, diagnosing a broken pipeline-to-revenue data flow in Salesforce, and standing up a prospecting and enrichment motion in Clay.

Responsibilities

  • KPI Framework Ownership: Own and continuously refine the organization’s sales KPI framework across the full funnel, pre-pipeline, pipeline (early / mid / late stage), and closed, ensuring each stage has distinct, actionable metrics that drive coaching and decision-making.
  • Reporting Cadence: Build and maintain the standardized reporting suite (daily dashboards, weekly summaries, monthly reviews, and quarterly strategic rollups) tailored to the distinct needs of Executive Leadership, Sales Management, Sales Reps, and Operations & Enablement.
  • Performance & Productivity Reporting: Track and report core metrics, activities, response rate, close rate, average deal size, bookings, weighted pipeline, conversion by segment, and goal pacing, with appropriate comparative and proportionate context.
  • Insight Generation: Move beyond data delivery to analysis, surface trends, bottlenecks, and opportunities, and present findings in clear business language that leadership can act on.
  • Process and Systems Management: CRM as Source of Truth: Act as a primary business owner of Salesforce data integrity, ensuring it stays accurate and synced with downstream financial, POS, and order-entry systems.
  • Process Automation: Identify and implement automation that eliminates manual reporting and improves the reliability of sales data and commissions.
  • System Administration Support: Partner with the Technology team on the roadmap, lead-routing logic, and the integration and optimization of the broader revenue tech stack.
  • Clay Ownership: Build and manage prospecting, list-building, and data-enrichment workflows in Clay to feed clean, well-segmented leads into Salesforce and the sales engagement layer (Salesloft).
  • Cross-Functional Enablement: Translate product and process updates into sales-ready insight, and support adoption and training of CRM and revenue tools.

Qualifications

  • Bachelor’s degree in Business, Finance, Data Analytics, or equivalent experience.
  • 4+ years of experience in Revenue Operations, Sales Operations, or Business Intelligence, with a demonstrated focus on reporting and KPI design.
  • Advanced Salesforce proficiency, building reports and dashboards, managing data integrity, and understanding CRM architecture and automation.
  • Hands-on experience with Clay (or comparable data-enrichment / prospecting platforms) for list-building and lead enrichment, including cross-platform execution that connects Clay to CRM, sales engagement, and other systems to orchestrate enriched data across the tech stack.
  • Strong analytical skills with the ability to translate complex data into clear, actionable insight and present it in business language to senior stakeholders.
  • Advanced Excel skills and comfort working with large, imperfect datasets.
  • Exceptional attention to detail, accuracy, and a process-oriented mindset.

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