Revenue Operations Manager at Vortexa, resolving inconsistencies in pipeline and forecasting processes. Driving performance visibility and partnering with sales leaders to create a repeatable revenue engine.
About the role
- Revenue Operations Analyst optimizing revenue engine at ePayPolicy. Manage GTM stack performance, workflows, and CRM integrations in a hybrid work environment.
Responsibilities
- Own the daily performance and technical health of our GTM stack
- Build and maintain executive level dashboards
- Create, optimize and automate operational workflows to generate a humming revenue engine
- Handle rapid-response CRM updates including new field creation, picklist adjustments, and page layout tweaks to support new tech onboarding
- Perform regular mass updates to Opportunities to ensure executive reporting remains accurate
- Manage the cleanup of the CRM environment by merging duplicate records and deleting obsolete data
- Design and audit complex HubSpot workflows and Clay workbooks for lead enrichment, nurturing, and internal notifications
- Own the plumbing between tools (Clay ↔ HubSpot ↔ Salesforce) to ensure data flows bi-directionally without manual intervention
- Build and manage an automated request intake system (Airtable + Slack) to streamline how revenue teams report bugs or request quick CRM updates
- Monitor the daily health of our stack and serve as the primary POC for breaks
- Diagnose and resolve integration errors
- Support the automated commission process in Airtable; field review requests and investigate reporting breaks in Salesforce
- Pull and interpret reports from PowerBI for one-off requests and for new dashboard creation needs
- Meet weekly with Sales and Marketing to translate campaign ideas into technical requirements and provide sprint updates on tech fixes or new builds
- Maintain a Tech Dictionary mapping out our automation logic
Requirements
- Salesforce "Power User": Must have practical experience with Salesforce field creation, Data Loader (mass updates), and record merging. You know how to make changes without breaking existing automation.
- Tech Savvy: Builder experience with Hubspot and Airtable required.
- Automation Enthusiast: Experience with Clay, Gong, and Instantly is highly preferred. You enjoy building "waterfalls" of data.
- Detail-Oriented & Cautious: You understand that a mass update to 1,000 Opportunities requires double-checking filters and running a backup first.
- BI Literate: You are comfortable navigating PowerBI dashboards to find the data you need for the leadership team.
- Proactive Self-Starter: You don't wait for a ticket; you see a gap in the process or a messy dataset and take the initiative to clean it up.
- Excellent Communicator: Comfortable working cross-functionally with Sales and Marketing leads and leadership as well as representatives to ingest, document, prioritize and provide updates to projects and ad hoc requests.
Benefits
- Competitive salary
- Comprehensive benefits package with employer-paid basic life and disability premiums
- 401K
- Unlimited PTO
- Company-sponsored quarterly “ePayItForward” initiatives
- Supportive and inclusive company culture with a focus on work/life balance
- Fully-stocked kitchen
- Lunch stipend when working onsite
- Open communication (We won’t box you in! If you have a cool idea for a product improvement or a suggestion on how to improve the customer experience, let’s talk about it. We value everyone’s ideas and opinions.)
- Huge opportunity for growth
Job title
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Experience level
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Degree requirement
Location requirements
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