Operations Analyst supporting the President of I&M by driving strategic initiatives and operational priorities. Analyzing data and coordinating projects to enhance performance and efficiency.
About the role
- Revenue Operations Manager responsible for revenue operations strategy and infrastructure. Leading cross-functional initiatives and optimizing commercial performance for company growth.
Responsibilities
- Own end-to-end revenue performance reporting across the full funnel: pipeline generation, conversion, merchant onboarding, retention, and expansion revenue.
- Design and maintain executive-level dashboards and reporting frameworks that surface actionable insights for senior leadership and the Board.
- Lead quarterly and annual revenue planning cycles, including capacity modeling, pipeline coverage analysis, and forecast accuracy reviews.
- Proactively identify revenue risks, trends, and growth opportunities through structured analysis, and make strategic recommendations to leadership.
- Define and govern the company's revenue metrics taxonomy, ensuring consistent definitions and reporting standards across BD, AM, Finance, and Product.
- Own the operational design and continuous improvement of go-to-market processes across Business Development and Account Management functions.
- Lead the development and rollout of scalable playbooks, SOPs, and operational frameworks that improve team efficiency and performance consistency.
- Partner with BD and AM leadership to identify structural bottlenecks, design solutions, and drive implementation across teams.
- Oversee lead allocation strategy, routing logic, and pipeline governance, ensuring optimal coverage, speed-to-contact, and conversion across all channels (inbound, channel partnerships, referrals, and internal transfers).
- Lead territory design, segmentation strategy, and capacity planning in partnership with BD leadership.
- Define and govern operational standards across the Account Management function, including performance tracking frameworks, health scoring, and renewal/expansion pipeline visibility.
- Lead operational initiatives that improve AM efficiency, client retention outcomes, and expansion revenue performance.
- Own bandwidth management and internal transfer processes to ensure optimal resource allocation across AM teams.
- Partner with AM leadership to build structured QBR and performance review cadences.
- Own the strategy, governance, and ongoing optimization of the CRM and broader revenue tech stack.
- Lead CRM architecture decisions including workflow automation, pipeline configuration, data modeling, and integration with adjacent tools (marketing automation, BI, finance systems).
- Define and enforce data quality standards, field governance, and pipeline hygiene requirements across all revenue teams.
- Evaluate, onboard, and embed new revenue tooling, managing vendor relationships and change management internally.
- Drive adoption across BD and AM through structured enablement programs and accountability frameworks.
- Serve as the primary RevOps stakeholder in cross-functional initiatives involving Product, Finance, Risk, Marketing, and Partnerships.
- Lead the operational design for new channel partnerships, product launches, and market expansions, translating strategic intent into executable operational plans.
- Represent Revenue Operations in leadership forums, contributing to company-wide planning and prioritization decisions.
- Manage operational dependencies across merchant onboarding, product integrations, and partner go-lives, ensuring timely and high-quality execution.
- Mentor and develop junior members of the Revenue Operations function, building team capability and operational maturity over time.
- Champion a culture of structured problem-solving, data-driven decision making, and continuous improvement across commercial teams.
- Contribute to the long-term build-out of the RevOps function, including headcount planning, process maturity roadmaps, and tooling strategy.
Requirements
- 4 to 8 years of progressive experience in Revenue Operations, Sales Operations, or Commercial Strategy roles, with at least 2 years in a senior or lead capacity
- Demonstrated ownership of CRM platforms at an administrative or architectural level (Salesforce, Pipedrive, HubSpot, or equivalent)
- Strong command of revenue analytics including pipeline modeling, forecasting, funnel analysis, and cohort reporting
- Experience partnering directly with VP/C-suite stakeholders and translating business strategy into operational execution
- Advanced proficiency in data tools: Google Sheets/Excel at a minimum; SQL and BI tools (Looker, Tableau, Metabase, or similar) strongly preferred
- Proven ability to lead cross-functional projects with multiple senior stakeholders
- Exceptional analytical thinking, structured communication, and executive-level presentation skills
- Nice to Have: Experience in fintech, payments, BNPL, lending, or marketplace business models
- Hands-on experience with CRM automation, workflow logic, and API integrations
- Background in revenue forecasting, quota setting, or incentive compensation design
- Experience building or scaling a RevOps function from an early stage
- Exposure to GTM strategy, market expansion, or channel partnership operations
Benefits
- Job Benefits
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