Revenue Operations Manager - Post Sales
About the role
The Revenue Operations Manager will be responsible for designing and maintaining territory, book, and account assignment models for the Customer Success and Account Management teams. They will also own the quota-setting process, build and run the renewal and expansion forecasting process, and serve as a trusted operating partner to Customer Success and Account Management leadership.
What You'll Do
- Design and maintain territory, book, and account assignment models for the Customer Success and Account Management teams, balancing capacity, coverage, and growth potential.
- Own the quota-setting process for CS and AM, partnering with finance and revenue leadership to align targets and capacity.
- Build and run the renewal and expansion forecasting process, delivering accurate, defensible numbers for weekly pipeline and business reviews.
- Serve as a trusted operating partner to Customer Success and Account Management leadership, defining and tracking the goals, metrics, and processes that scale the post-sales business.
- Drive cross-functional alignment with Sales Ops, Analytics, Finance, Marketing, and Support to improve post-sales workflows and remove friction from the customer journey.
- Leverage AI to maximize impact for our post sales teams (e.g., proactive churn signals, intelligently identify key upsell accounts at the right time, etc.).
Requirements
- 6+ years of experience in revenue operations, sales operations, or business operations, with direct exposure to post-sales, customer success, or account management.
- Understanding of key Customer Success concepts, metrics, and processes / best practices.
- Proven experience owning territory design, quota setting, and forecasting processes for a revenue-generating team.
- Accurate attention to detail and ability to see processes through end-to-end.
- Strong analytical and modeling skills, with fluency in Salesforce and BI tools such as Looker, Tableau, or Omni; SQL proficiency a plus.
- A track record of driving cross-functional initiatives independently, from scoping through implementation, across sales, CS, finance, and product stakeholders.
- Excellent communication skills and the judgment to translate complex data into a clear, compelling narrative for senior stakeholders.
- An A-player mindset with a strong bias for action: you raise the bar, move with urgency, stay resilient through ambiguity, and take ownership to deliver meaningful outcomes.
Qualifications
- Experience with AI and its applications in customer success and account management.
- Experience with CRM systems like Salesforce.
- Experience with BI tools such as Looker, Tableau, or Omni.
- SQL proficiency.
Skills
- Revenue Operations
- Sales Operations
- Business Operations
- Customer Success
- Account Management
- Territory Design
- Quota Setting
- Forecasting
- Customer Success Metrics
- BI Tools
- CRM Systems
- AI Applications
Benefits
- Learning and development allowance
- Competitive cash and equity compensation, and opportunity for advancement
- 100% medical, dental, and vision coverage
- Up to $25K reimbursement for fertility, adoption, and parental planning services
- Flexible PTO policy
- Monthly wellness stipend
Pay
On-target Earnings OR Base Salary range (San Francisco, CA): $161,000—$189,000 USD
Schedule
Individuals are expected to work from the office 3+ days a week. In-office perks are provided, such as lunch five times a week, a commuter stipend, and an abundance of snacks and beverages. A relocation stipend may be available for those willing to relocate to a Checkr hub location.