Senior Revenue Operations Manager executing strategy and leading systems for SOCi's growth. Collaborating across Sales, Marketing, and Customer Success to enhance revenue performance.
Responsibilities
Lead forecasting and pipeline operations across Clari and Salesforce, ensuring data integrity and accuracy for executive and board-level reporting.
Own the design and optimization of GTM processes, from lead management to closed-won, ensuring alignment across Sales, Marketing, and Customer Success.
Develop and scale analytics dashboards and reporting frameworks using Salesforce, Excel/Sheets, and BI tools such as Tableau or Power BI to deliver clear visibility into performance trends.
Oversee territory planning and account management, ensuring logical segmentation, fair coverage models, and accurate account assignments.
Manage account data maintenance and hierarchy management across Salesforce, Clari, Salesloft, and DealHub, ensuring consistency and clean data flow between systems.
Partner with GTM and Finance leaders to support forecasting cadence, capacity modeling, and revenue planning.
Drive adoption, process optimization, and integration across key tools in the revenue tech stack, including Salesforce, Clari, Salesloft, and DealHub.
Establish data governance standards and implement quality control mechanisms to improve reliability and confidence in reporting.
Collaborate with cross-functional stakeholders to deliver strategic insights, ad hoc analyses, and actionable recommendations to senior leadership.
Mentor and guide junior team members or analysts in data analysis, system management, and stakeholder communication.
Be willing to adapt to changes in the job description as deemed necessary by the business and accept all other duties as assigned
Requirements
6–8 years of experience in Revenue Operations, Sales Operations, or Business Operations within a B2B SaaS organization.
Experience supporting revenue forecasting, quota setting, and capacity planning at scale.
Experience in territory planning, account segmentation, and data stewardship across multiple systems.
Demonstrated success in building and scaling reporting and analytics frameworks across CRM and/or BI platforms.
Strong working knowledge of Salesforce and Clari, with proven success managing forecasting, reporting, and process automation.
Proven experience working across a variety of GTM tools for sales engagement, CPQ, forecasting, and pipeline management, with the ability to adapt processes and insights across multiple platforms.
Advanced Excel/Google Sheets skills with strong analytical and modeling capabilities.
Excellent communication, stakeholder management, and project leadership skills.
Proven ability to balance strategic thinking with hands-on execution in a fast-paced, high-growth environment.
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