Revenue Operations Manager, Formant

• The ideal candidate is data-driven, detail-oriented, and has a deep understanding of how to create scalable processes that enhance the entire revenue cycle
• Bachelor’s degree in Business, Finance, Marketing, or a related field
• 5+ years experience working in revenue operations or sales operations. Ideally a blend of marketing and CS operations as well
• Strong analytical skills with the ability to interpret complex data and provide actionable insights
• Experience with CRM systems (e.g., Hubspot), integrations, and marketing automation tools. Some technical experience with Hubspot highly desired
• Excellent project management skills with a track record of leading cross-functional projects
• Strong communication and interpersonal skills, with the ability to influence and collaborate effectively at all levels of the organization
• Knowledge of the latest revenue driven tech stack for scaling SaaS companies, and best practices for optimizing usage
• Strong business acumen
• Extreme attention to detail and process-oriented
• Experience being the only one in your function
• Strong experience with Google workspace, Google Sheets, Hubspot CRM and Marketing, Gong
• Experience in a SaaS and/or tech company

Desirable

• The Revenue Operations Manager is responsible for optimizing and streamlining the processes, data, and technology that drive revenue growth
• This role involves working cross-functionally with sales, marketing, customer success, and finance teams to ensure alignment and operational efficiency
• Data Management and Analysis
• Ensure data integrity across all revenue-related systems (CRM, marketing automation, customer success platforms)
• Develop and maintain dashboards and reports to provide insights into the performance of the revenue teams
• Analyze trends and key metrics to identify growth opportunities and areas for improvement
• Process Optimization
• Streamline and document end-to-end processes across sales, marketing, and customer success to improve efficiency and effectiveness
• Identify bottlenecks in the revenue cycle and work with stakeholders to implement solutions
• Lead the implementation and management of tools and technologies that support revenue operations
• Training for teams on processes and systems as needed
• Cross-Functional Collaboration
• Work closely with sales, marketing, and customer success teams to ensure alignment on goals, strategies, and execution
• Collaborate with finance to ensure accurate forecasting, pipeline management, and revenue recognition
• Facilitate communication and information sharing across departments to drive revenue growth
• Strategic Planning
• Assist in the development and execution of revenue strategies, including go-to-market plans, pricing models, and sales incentives
• Provide strategic recommendations based on data analysis and industry best practices
• Monitor competitive landscape and market trends to inform revenue operations strategy
• Performance Management:
• Establish KPIs and benchmarks for revenue operations
• Monitor performance against targets and adjust strategies as needed
• Provide regular updates to senior leadership on the status of revenue operations initiatives
• Align with finance on key Company KPI reporting
• Tech Stack Management
• Set up, optimization, integrations, license distribution, training
• Optimizing workflows for simplicity and reporting
• Negotiating renewals
• Other Misc tasks
• Supportive role on events planning
• Supportive role in incentive calculations