Revenue Operations Manager - Revenue Planning & Insights

About the role

We're hiring an analyst and builder for our Revenue Operations team to be a force multiplier for our go-to-market organization. The role has three modes: driving the analytical core, building net-new systems, and making Revenue Operations more leveraged with AI.

Responsibilities

• Drive the analytical core: forecasting, executive reporting, revenue planning, QBR-grade analyses over large datasets, quota and target analytics, and the models that support forecasting and planning.
  • Present your own work directly to leadership and translate complex business questions into actionable insights.
• Build net-new systems: internal tools, data models, and reporting infrastructure that teammates then run and scale.
  • Planning models, dashboards, and operational workflows that make the business more efficient over time.
• Make Revenue Operations more leveraged with AI, whether that's building AI-assisted tooling, designing account scoring and research logic in our go-to-market stack, or automating work that shouldn't be manual.
  • Constantly look for more opportunities to increase leverage across the organization.

Requirements

• At least five years of experience in Revenue Operations, Sales Operations, Go-to-Market Analytics, or Business Operations, or a highly analytical operating role.
• SQL fluency and comfort handling large, intricate datasets – you think in joins, grain, and systems of record.
• A systems mindset: you anticipate edge cases, understand downstream impacts, and design scalable solutions that won’t need to be rebuilt every quarter.
• Fluency with modern AI tools to accelerate analysis, problem-solving, and development – you're comfortable working with agentic AI workflows, critically evaluating outputs, and choosing the right solution for the problem.
• Executive-ready communication skills – you can confidently present your own analysis to senior leadership.
• Experience supporting forecasting, revenue planning, quota planning, executive reporting, or other core Revenue Operations planning processes.
• Hands-on experience working with Salesforce data — reports, objects, and the data structures underneath them.
• Experience building reporting and dashboards with BI tools such as Tableau.

Qualifications

• Nice to have: Python or other GTM tooling, such as Clay.

What We're Looking For

We change lives, be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease. We set audacious goals, we don’t just show up; we give our all, then celebrate our wins. We value all perspectives, when we collaborate, we're at our best. We believe diverse perspectives lead to better outcomes and strive to uphold our supportive and inclusive community. We simplify financial services, we’re financial services pioneers, always finding new ways to improve, optimize, and enhance. Constant improvement is in our DNA. Our Commitment To Your Total Well-being We offer a competitive suite of benefits, including medical, dental, and vision coverage; life and AD&D insurance; short- and long-term disability; infertility support and WPATH-aligned transgender health benefits; an Employee Assistance Program (EAP); transit benefits and FSA and HSA optionsOwnership: Equity for all employees, including new hire and refresher grants; Time: Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in your sixth year; Growth: Company-paid professional coaching for all employees; Wealth: Day-one 401(k) match plus matching on qualified student loan payments.