Revenue Operations Manager

Key Responsibilities

• Strategic Partner to the CRO
• Translate revenue strategy into actionable plans, processes, and metrics
• Prepare executive-level reporting, dashboards, and insights
• Drive weekly, monthly, and quarterly revenue cadences (pipeline reviews, forecast calls, QBRs)
• Revenue Engine Optimization
• Own end-to-end revenue funnel performance (lead → opportunity → close → expansion)
• Identify bottlenecks and implement process improvements across sales and client success
• Standardize and optimize sales stages, qualification criteria, and deal workflows
• Partner with marketing to improve lead quality, routing, and conversion rates
• Sales Operations (Day-to-Day Performance Engine)
• Manage and optimize CRM (Dynamics CE) as the source of truth
• Build and enforce pipeline hygiene, deal standards, and sales process discipline
• Create and maintain sales dashboards, reports, and performance tracking
• Troubleshoot deals, workflows, and rep-level execution issues
• Forecasting & Analytics
• Build and maintain accurate revenue forecasts and pipeline models
• Analyze performance trends and provide actionable insights to leadership
• Develop KPI frameworks and track performance against growth targets
• Drive data integrity and consistency across systems
• Systems & Tools Ownership
• Own and optimize CRM (Dynamics) and revenue tech stack
• Evaluate and implement new tools to improve efficiency and scalability
• Create dashboards for real-time visibility into pipeline and performance
• Cross-Functional Alignment
• Align sales, marketing, and client success around shared goals and metrics
• Improve handoffs between teams to reduce friction and lost opportunities
• Partner with finance on revenue planning, capacity modeling, and compensation alignment
• Enablement & Process Excellence
• Support onboarding and ongoing enablement for revenue teams
• Document and enforce best practices across the revenue lifecycle
• Drive adoption of tools, processes, and performance standards

Qualifications

• 4–8+ years in Revenue Operations, Sales Operations, or similar roles (preferably in consulting, professional services, or B2B environments)
• Strong experience with CRM systems (Dynamics CE)
• Proven ability to build forecasts, dashboards, and data models
• Deep understanding of B2B sales funnels and services-based revenue models
• Highly analytical with strong Excel/Sheets and data visualization skills
• Excellent communication skills with the ability to influence senior stakeholders