Revenue Operations Manager

Overview

Job Description

Responsibilities

• - Oversee the governance of CPQ (configure, price, quote) processes, ensuring deals are accurately configured and quoted within established guidelines.
• - Leveraging Conga Composer, control the structure, management, and generation of templates for accurate quotes, order forms, and amendments.
• - Review signed order forms for compliance, accuracy, and other deal desk parameters before downstream processing.
• - Manage and oversee the loading of customer configurations, usage credits, and subscription details into product and financial systems of record.
• - Collaborate with sales teams to enable them to use these tools effectively while maintaining ownership of the overall process.
• - Partner closely with Customer Success and Accounting teams to ensure metering, billing, customer contracts, and subscriptions are processed and reconciled.
• - Partner with Legal, Finance, and Sales Leadership to ensure processes align with organizational policies and customer requirements.
• - Serve as the front-line Salesforce administrator, managing system configurations, user permissions, workflows, and updates.
• - Design and maintain sophisticated dashboards and reports in Salesforce to monitor and analyze key metrics, including usage trends, subscription data, and revenue performance.
• - Provide cross-functional teams with actionable insights and reports that support strategic decision-making.
• - Serve as the administrator for other Revenue Operations tools, including DocuSign, Conga, and Skuid.
• - Provide proactive and reactive support to Sales and Customer Success teams to ensure processes are streamlined.
• - Establish and enforce data governance policies to maintain the integrity of subscription and usage data.
• - Continuously identify and implement process improvements to streamline workflows, reduce errors, and improve efficiency in revenue operations.
• - Ensure accurate data flow and synchronization between Salesforce, financial systems, and internal tools.

Required Skills

• - Bachelor''s degree in Business, Finance, Engineering or a related field; MBA or other advanced degree preferred.
• - 5+ years of experience in Revenue Operations, Sales Operations, or a related role in a high-growth SaaS environment (usage-based billing model a plus).
• - Advanced Salesforce administration skills (Salesforce Administrator certification strongly preferred).
• - Deep expertise in Salesforce CPQ (or similar quoting tools).
• - Proficiency with Conga Composer, DocuSign, and Skuid (or similar tools) for generating and managing customer-facing documents.
• - SQL: Ability to write and optimize complex queries for data extraction and analysis.
• - Python: Proficiency in data wrangling and automation.
• - Forecasting: Familiarity with time-series forecasting methodologies.
• - Analytics & Reporting: Strong command of Salesforce reports, Excel/Google Sheets, and BI tools (e.g., Tableau).
• - Invoicing/Subscription Systems: Familiarity with recurring billing platforms and subscription management.
• - Proven track record of designing and optimizing scalable processes in a rapidly evolving environment.
• - Exceptional organizational and project management capabilities, with the ability to handle multiple priorities and stakeholders and meet tight deadlines.

Benefits

• - Offers Equity
• - Offers Bonus
• - 10% annual bonus